FHC
RESP

First Heartland Consultants’s WisdomTree U.S. ESG Fund RESP Stock Holding History

First Heartland Consultants’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,779
Closed -$214K – 260
2018
Q2 		$214K Hold
6,779
– – 0.08% 222
2018
Q1 		$211K Buy
+6,779
New +$219K 0.06% 249

Other funds holding RESP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Heartland Consultants's RESP Position: Q3 2018 in Review

First Heartland Consultants sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2018, closing a stake of 6,779 shares — an estimated $214K sold.

First Heartland Consultants first reported a position in RESP in Q1 2018 and held it in 2 quarters. The position peaked at $214K in Q2 2018. 29 funds tracked by Wall St. Rank hold RESP as of Q3 2018.

  • First Heartland Consultants reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2018 after selling out during the quarter.
  • First Heartland Consultants sold 6,779 WisdomTree U.S. ESG Fund shares in Q3 2018, an estimated $214K.
  • First Heartland Consultants first reported a position in WisdomTree U.S. ESG Fund in Q1 2018 and held it in 2 quarters.
  • First Heartland Consultants's WisdomTree U.S. ESG Fund position peaked at $214K in Q2 2018.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2018.

Based on First Heartland Consultants's 13F filing for Q3 2018, filed 16 Nov 2018.