GVAG
RESP

Great Valley Advisor Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Great Valley Advisor Group’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
2024
Q1 		– Sell
-10,195
Closed -$501K – 794
2023
Q4 		$501K Buy
10,195
+42
+0.4% +$1.94K 0.02% 460
2023
Q3 		$448K Buy
10,153
+38
+0.4% +$1.75K 0.02% 464
2023
Q2 		$465K Buy
10,115
+37
+0.4% +$1.62K 0.02% 458
2023
Q1 		$434K Buy
10,078
+33
+0.3% +$1.41K 0.02% 463
2022
Q4 		$413K Buy
+10,045
New +$414K 0.02% 482

Other funds holding RESP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Great Valley Advisor Group's RESP Position: Q1 2024 in Review

Great Valley Advisor Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 10,195 shares — an estimated $501K sold.

Great Valley Advisor Group first reported a position in RESP in Q4 2022 and held it in 5 quarters. The position peaked at $501K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Great Valley Advisor Group reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,195 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $501K.
  • Great Valley Advisor Group first reported a position in WisdomTree U.S. ESG Fund in Q4 2022 and held it in 5 quarters.
  • Great Valley Advisor Group's WisdomTree U.S. ESG Fund position peaked at $501K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.