LPL Financial
RESP

LPL Financial’s WisdomTree U.S. ESG Fund RESP Stock Holding History

LPL Financial’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
-123,926
Closed -$6.1M – 5076
2023
Q4 		$6.1M Sell
123,926
-1,168
-0.9% -$53.9K ﹤0.01% 1561
2023
Q3 		$5.53M Buy
125,094
+4,270
+4% +$197K ﹤0.01% 1544
2023
Q2 		$5.55M Buy
120,824
+465
+0.4% +$20.4K ﹤0.01% 1506
2023
Q1 		$5.19M Buy
120,359
+11,641
+11% +$496K ﹤0.01% 1491
2022
Q4 		$4.46M Buy
108,718
+7,244
+7% +$299K ﹤0.01% 1533
2022
Q3 		$3.88M Buy
101,474
+12,145
+14% +$518K ﹤0.01% 1554
2022
Q2 		$3.64M Sell
89,329
-7,573
-8% -$334K ﹤0.01% 1604
2022
Q1 		$4.68M Sell
96,902
-9,214
-9% -$441K ﹤0.01% 1488
2021
Q4 		$5.44M Buy
106,116
+36,913
+53% +$1.83M ﹤0.01% 1406
2021
Q3 		$3.23M Buy
69,203
+8,050
+13% +$388K ﹤0.01% 1692
2021
Q2 		$2.86M Buy
61,153
+7,039
+13% +$323K ﹤0.01% 1713
2021
Q1 		$2.38M Buy
54,114
+6,929
+15% +$294K ﹤0.01% 1719
2020
Q4 		$1.93M Buy
47,185
+8,775
+23% +$340K ﹤0.01% 1695
2020
Q3 		$1.4M Buy
38,410
+11,506
+43% +$414K ﹤0.01% 1679
2020
Q2 		$902K Buy
26,904
+891
+3% +$28K ﹤0.01% 1900
2020
Q1 		$714K Sell
26,013
-6,111
-19% -$207K ﹤0.01% 1848
2019
Q4 		$1.19M Buy
32,124
+2,211
+7% +$78.2K ﹤0.01% 1708
2019
Q3 		$1.01M Sell
29,913
-806
-3% -$27.1K ﹤0.01% 1729
2019
Q2 		$1.02M Buy
30,719
+1,746
+6% +$57.5K ﹤0.01% 1713
2019
Q1 		$936K Buy
28,973
+6,429
+29% +$201K ﹤0.01% 1694
2018
Q4 		$641K Buy
22,544
+3,927
+21% +$123K ﹤0.01% 1855
2018
Q3 		$623K Buy
18,617
+1,463
+9% +$48.3K ﹤0.01% 2064
2018
Q2 		$543K Sell
17,154
-4,535
-21% -$143K ﹤0.01% 2125
2018
Q1 		$675K Sell
21,689
-633
-3% -$20.4K ﹤0.01% 1892
2017
Q4 		$711K Buy
22,322
+1,643
+8% +$50.9K ﹤0.01% 1768
2017
Q3 		$617K Buy
20,679
+2,412
+13% +$70.3K ﹤0.01% 1785
2017
Q2 		$521K Buy
18,267
+351
+2% +$9.92K ﹤0.01% 1844
2017
Q1 		$498K Buy
17,916
+594
+3% +$16.4K ﹤0.01% 1807
2016
Q4 		$462K Buy
17,322
+2,970
+21% +$76.1K ﹤0.01% 1814
2016
Q3 		$354K Buy
14,352
+966
+7% +$23.9K ﹤0.01% 1999
2016
Q2 		$318K Sell
13,386
-25,146
-65% -$600K ﹤0.01% 2022
2016
Q1 		$907K Sell
38,532
-2,646
-6% -$59.5K ﹤0.01% 1745
2015
Q4 		$955K Buy
41,178
+8,673
+27% +$208K ﹤0.01% 1718
2015
Q3 		$758K Buy
32,505
+4,965
+18% +$119K ﹤0.01% 1454
2015
Q2 		$678K Sell
27,540
-1,278
-4% -$32K ﹤0.01% 1653
2015
Q1 		$706K Buy
28,818
+288
+1% +$7.08K ﹤0.01% 1607
2014
Q4 		$707K Sell
28,530
-1,797
-6% -$43.3K ﹤0.01% 1548
2014
Q3 		$705K Buy
30,327
+1,725
+6% +$40.9K ﹤0.01% 1530
2014
Q2 		$674K Buy
28,602
+150
+0.5% +$3.44K ﹤0.01% 1587
2014
Q1 		$642K Buy
28,452
+8,994
+46% +$198K ﹤0.01% 1551
2013
Q4 		$433K Buy
19,458
+8,853
+83% +$188K ﹤0.01% 1826
2013
Q3 		$218K Buy
+10,605
New +$214K ﹤0.01% 2260

Other funds holding RESP

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

LPL Financial's RESP Position: Q1 2024 in Review

LPL Financial sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 123,926 shares — an estimated $6.1M sold.

LPL Financial first reported a position in RESP in Q3 2013 and held it in 42 quarters. The position peaked at $6.1M in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • LPL Financial reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 123,926 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $6.1M.
  • LPL Financial first reported a position in WisdomTree U.S. ESG Fund in Q3 2013 and held it in 42 quarters.
  • LPL Financial's WisdomTree U.S. ESG Fund position peaked at $6.1M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.