KAS
RESP

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

Kestra Advisory Services’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
2022
Q3 		– Sell
-5,440
Closed -$222K – 2267
2022
Q2 		$222K Sell
5,440
-338
-6% -$14.9K ﹤0.01% 1841
2022
Q1 		$279K Buy
+5,778
New +$277K ﹤0.01% 1632

Other funds holding RESP

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Kestra Advisory Services's RESP Position: Q3 2022 in Review

Kestra Advisory Services sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2022, closing a stake of 5,440 shares — an estimated $222K sold.

Kestra Advisory Services first reported a position in RESP in Q1 2022 and held it in 2 quarters. The position peaked at $279K in Q1 2022. 38 funds tracked by Wall St. Rank hold RESP as of Q3 2022.

  • Kestra Advisory Services reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2022 after selling out during the quarter.
  • Kestra Advisory Services sold 5,440 WisdomTree U.S. ESG Fund shares in Q3 2022, an estimated $222K.
  • Kestra Advisory Services first reported a position in WisdomTree U.S. ESG Fund in Q1 2022 and held it in 2 quarters.
  • Kestra Advisory Services's WisdomTree U.S. ESG Fund position peaked at $279K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.