IFWM
RESP

Institute for Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Institute for Wealth Management’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
-5,019
Closed -$247K – 530
2023
Q4 		$247K Hold
5,019
– – 0.04% 409
2023
Q3 		$222K Hold
5,019
– – 0.04% 414
2023
Q2 		$231K Hold
5,019
– – 0.04% 414
2023
Q1 		$216K Hold
5,019
– – 0.04% 413
2022
Q4 		$206K Buy
+5,019
New +$207K 0.04% 426
2022
Q3 		– Sell
-5,019
Closed -$204K – 537
2022
Q2 		$204K Hold
5,019
– – 0.04% 487
2022
Q1 		$242K Hold
5,019
– – 0.04% 473
2021
Q4 		$257K Hold
5,019
– – 0.04% 412
2021
Q3 		$235K Hold
5,019
– – 0.04% 432
2021
Q2 		$235K Hold
5,019
– – 0.04% 429
2021
Q1 		$220K Hold
5,019
– – 0.04% 427
2020
Q4 		$205K Buy
+5,019
New +$195K 0.04% 423
2020
Q1 		– Sell
-5,019
Closed -$185K – 698
2019
Q4 		$185K Buy
+5,019
New +$177K 0.04% 430

Other funds holding RESP

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

Institute for Wealth Management's RESP Position: Q1 2024 in Review

Institute for Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 5,019 shares — an estimated $247K sold.

Institute for Wealth Management first reported a position in RESP in Q4 2019 and held it in 13 quarters. The position peaked at $257K in Q4 2021. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Institute for Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 5,019 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $247K.
  • Institute for Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2019 and held it in 13 quarters.
  • Institute for Wealth Management's WisdomTree U.S. ESG Fund position peaked at $257K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.