LPL Financial’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
Q1 | – | Sell |
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|
2023
Q4 | $6.1M | Sell |
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|
2023
Q3 | $5.53M | Buy |
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|
2023
Q2 | $5.55M | Buy |
|
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|
2023
Q1 | $5.19M | Buy |
|
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|
2022
Q4 | $4.46M | Buy |
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|
2022
Q3 | $3.88M | Buy |
|
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|
2022
Q2 | $3.64M | Sell |
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|
2022
Q1 | $4.68M | Sell |
|
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|
2021
Q4 | $5.44M | Buy |
|
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|
2021
Q3 | $3.23M | Buy |
|
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|
2021
Q2 | $2.86M | Buy |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $1.93M | Buy |
|
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $902K | Buy |
|
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|
2020
Q1 | $714K | Sell |
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|
2019
Q4 | $1.19M | Buy |
|
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|
2019
Q3 | $1.01M | Sell |
|
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|
2019
Q2 | $1.02M | Buy |
|
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|
2019
Q1 | $936K | Buy |
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|
2018
Q4 | $641K | Buy |
|
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|
2018
Q3 | $623K | Buy |
|
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|
2018
Q2 | $543K | Sell |
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|
2018
Q1 | $675K | Sell |
|
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|
2017
Q4 | $711K | Buy |
|
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|
2017
Q3 | $617K | Buy |
|
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|
2017
Q2 | $521K | Buy |
|
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|
2017
Q1 | $498K | Buy |
|
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|
2016
Q4 | $462K | Buy |
|
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|
2016
Q3 | $354K | Buy |
|
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|
2016
Q2 | $318K | Sell |
|
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|
2016
Q1 | $907K | Sell |
|
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|
2015
Q4 | $955K | Buy |
|
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|
2015
Q3 | $758K | Buy |
|
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|
2015
Q2 | $678K | Sell |
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|
2015
Q1 | $706K | Buy |
|
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|
2014
Q4 | $707K | Sell |
|
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|
2014
Q3 | $705K | Buy |
|
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|
2014
Q2 | $674K | Buy |
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|
2014
Q1 | $642K | Buy |
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|
2013
Q4 | $433K | Buy |
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|
2013
Q3 | $218K | Buy |
|