FAAS
RESP

First Allied Advisory Services’s WisdomTree U.S. ESG Fund RESP Stock Holding History

First Allied Advisory Services’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$615K Buy
16,876
+1,011
+6% +$36.8K 0.02% 622
2020
Q2 		$532K Buy
15,865
+1,325
+9% +$44.4K 0.02% 635
2020
Q1 		$399K Buy
14,540
+8,750
+151% +$240K 0.02% 668
2019
Q4 		$213K Buy
5,790
+1,600
+38% +$58.9K 0.01% 1091
2019
Q3 		$142K Buy
+4,190
New +$142K 0.01% 1165