LA
RESP

Lifeworks Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Lifeworks Advisors’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
-7,943
Closed -$391K – 236
2023
Q4 		$391K Buy
+7,943
New +$367K 0.13% 132

Other funds holding RESP

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

Lifeworks Advisors's RESP Position: Q1 2024 in Review

Lifeworks Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 7,943 shares — an estimated $391K sold.

Lifeworks Advisors first reported a position in RESP in Q4 2023 and held it in 1 quarter. The position peaked at $391K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Lifeworks Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Lifeworks Advisors sold 7,943 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $391K.
  • Lifeworks Advisors first reported a position in WisdomTree U.S. ESG Fund in Q4 2023 and held it in 1 quarter.
  • Lifeworks Advisors's WisdomTree U.S. ESG Fund position peaked at $391K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Lifeworks Advisors's 13F filing for Q1 2024, filed 10 May 2024.