IFP Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-130
| Closed | -$6.6K | – | 3383 |
|
|
2024
Q1 | $6.6K | Hold |
130
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q4 | $6.39K | Hold |
130
| – | – | ﹤0.01% | 2339 |
|
|
2023
Q3 | $5.74K | Hold |
130
| – | – | ﹤0.01% | 2456 |
|
|
2023
Q2 | $5.97K | Hold |
130
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q1 | $9.89K | Sell |
130
-19,335
| -99% | -$824K | ﹤0.01% | 2286 |
|
|
2022
Q4 | $1.48M | Sell |
19,465
-1,775
| -8% | -$73.2K | 0.04% | 465 |
|
|
2022
Q3 | $1.62M | Hold |
21,240
| – | – | 0.04% | 474 |
|
|
2022
Q2 | $1.62M | Hold |
21,240
| – | – | 0.05% | 417 |
|
|
2022
Q1 | $1.62M | Buy |
21,240
+21,110
| +16,238% | +$1.01M | 0.05% | 417 |
|
|
2021
Q4 | $7K | Hold |
130
| – | – | ﹤0.01% | 2378 |
|
|
2021
Q3 | $6K | Hold |
130
| – | – | ﹤0.01% | 2514 |
|
|
2021
Q2 | $6K | Hold |
130
| – | – | ﹤0.01% | 2430 |
|
|
2021
Q1 | $6K | Hold |
130
| – | – | ﹤0.01% | 2382 |
|
|
2020
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 2207 |
|
|
2020
Q2 | $4K | Hold |
130
| – | – | ﹤0.01% | 2206 |
|
|
2020
Q1 | $4K | Hold |
130
| – | – | ﹤0.01% | 2189 |
|
|
2019
Q4 | $5K | Hold |
130
| – | – | ﹤0.01% | 2208 |
|
|
2019
Q3 | $4K | Buy |
+130
| New | +$4.37K | ﹤0.01% | 2464 |
|
|
2019
Q1 | – | Sell |
-207
| Closed | -$6K | – | 3581 |
|
|
2018
Q4 | $6K | Hold |
207
| – | – | ﹤0.01% | 2796 |
|
|
2018
Q3 | $7K | Sell |
207
-69
| -25% | -$2.28K | ﹤0.01% | 3083 |
|
|
2018
Q2 | $9K | Hold |
276
| – | – | ﹤0.01% | 2988 |
|
|
2018
Q1 | $9K | Hold |
276
| – | – | ﹤0.01% | 2871 |
|
|
2017
Q4 | $9K | Buy |
+276
| New | +$8.56K | ﹤0.01% | 2916 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$13K | – | 4248 |
|
|
2017
Q2 | $13K | Sell |
450
-12,720
| -97% | -$359K | ﹤0.01% | 2871 |
|
|
2017
Q1 | $367K | Sell |
13,170
-450
| -3% | -$12.4K | 0.02% | 814 |
|
|
2016
Q4 | $362K | Sell |
13,620
-1,590
| -10% | -$40.7K | 0.02% | 777 |
|
|
2016
Q3 | $380K | Sell |
15,210
-240
| -2% | -$5.95K | 0.02% | 691 |
|
|
2016
Q2 | $366K | Buy |
+15,450
| New | +$369K | 0.02% | 676 |
|
|
2016
Q1 | – | Sell |
-15,075
| Closed | -$357K | – | 3570 |
|
|
2015
Q4 | $357K | Buy |
+15,075
| New | +$361K | 0.02% | 594 |
|
IFP Advisors's RESP Position: Q2 2024 in Review
IFP Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2024, closing a stake of 130 shares — an estimated $6.6K sold.
IFP Advisors first reported a position in RESP in Q4 2015 and held it in 30 quarters. The position peaked at $1.62M in Q3 2022. 0 funds tracked by Wall St. Rank hold RESP as of Q2 2024.
- IFP Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2024 after selling out during the quarter.
- IFP Advisors sold 130 WisdomTree U.S. ESG Fund shares in Q2 2024, an estimated $6.6K.
- IFP Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2015 and held it in 30 quarters.
- IFP Advisors's WisdomTree U.S. ESG Fund position peaked at $1.62M in Q3 2022.
- 0 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2024.
Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.