Morgan Stanley
RESP

Morgan Stanley’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Morgan Stanley’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
-28,734
Closed -$1.41M – 8110
2023
Q4 		$1.41M Buy
28,734
+14,376
+100% +$664K ﹤0.01% 5130
2023
Q3 		$634K Buy
14,358
+764
+6% +$35.2K ﹤0.01% 5058
2023
Q2 		$624K Buy
13,594
+8
+0.1% +$351 ﹤0.01% 5105
2023
Q1 		$586K Sell
13,586
-158
-1% -$6.73K ﹤0.01% 5160
2022
Q4 		$564K Buy
13,744
+10
+0.1% +$412 ﹤0.01% 5177
2022
Q3 		$525K Buy
13,734
+9
+0.1% +$384 ﹤0.01% 5247
2022
Q2 		$559K Buy
13,725
+7
+0.1% +$309 ﹤0.01% 5359
2022
Q1 		$662K Buy
13,718
+6
+0% +$287 ﹤0.01% 5235
2021
Q4 		$703K Buy
13,712
+6
+0% +$297 ﹤0.01% 5333
2021
Q3 		$641K Buy
13,706
+8
+0.1% +$386 ﹤0.01% 5343
2021
Q2 		$641K Buy
13,698
+5
+0% +$230 ﹤0.01% 5369
2021
Q1 		$601K Sell
13,693
-7,101
-34% -$302K ﹤0.01% 5051
2020
Q4 		$848K Hold
20,794
– – ﹤0.01% 4761
2020
Q3 		$758K Buy
20,794
+150
+0.7% +$5.39K ﹤0.01% 4403
2020
Q2 		$692K Sell
20,644
-900
-4% -$28.2K ﹤0.01% 4420
2020
Q1 		$591K Buy
21,544
+1,547
+8% +$52.5K ﹤0.01% 4277
2019
Q4 		$738K Buy
19,997
+129
+0.6% +$4.56K ﹤0.01% 4715
2019
Q3 		$674K Sell
19,868
-34
-0.2% -$1.14K ﹤0.01% 4528
2019
Q2 		$664K Hold
19,902
– – ﹤0.01% 4453
2019
Q1 		$643K Sell
19,902
-1,755
-8% -$54.8K ﹤0.01% 4403
2018
Q4 		$616K Sell
21,657
-92
-0.4% -$2.87K ﹤0.01% 4650
2018
Q3 		$728K Sell
21,749
-439
-2% -$14.5K ﹤0.01% 4759
2018
Q2 		$702K Hold
22,188
– – ﹤0.01% 4864
2018
Q1 		$691K Buy
22,188
+6,768
+44% +$219K ﹤0.01% 4799
2017
Q4 		$492K Sell
15,420
-15,978
-51% -$495K ﹤0.01% 4988
2017
Q3 		$936K Sell
31,398
-591
-2% -$17.2K ﹤0.01% 4474
2017
Q2 		$912K Buy
31,989
+84
+0.3% +$2.37K ﹤0.01% 4436
2017
Q1 		$889K Sell
31,905
-753
-2% -$20.7K ﹤0.01% 4468
2016
Q4 		$868K Buy
32,658
+3,786
+13% +$97K ﹤0.01% 4569
2016
Q3 		$721K Buy
28,872
+177
+0.6% +$4.39K ﹤0.01% 4274
2016
Q2 		$679K Sell
28,695
-7,161
-20% -$171K ﹤0.01% 4249
2016
Q1 		$854K Sell
35,856
-89,187
-71% -$2M ﹤0.01% 4072
2015
Q4 		$2.96M Buy
125,043
+34,785
+39% +$834K ﹤0.01% 3154
2015
Q3 		$2.03M Buy
90,258
+9,471
+12% +$226K ﹤0.01% 3497
2015
Q2 		$1.99M Buy
80,787
+3,030
+4% +$76K ﹤0.01% 3632
2015
Q1 		$1.93M Buy
77,757
+28,917
+59% +$711K ﹤0.01% 3617
2014
Q4 		$1.21M Buy
48,840
+31,959
+189% +$769K ﹤0.01% 3994
2014
Q3 		$398K Buy
16,881
+6,930
+70% +$164K ﹤0.01% 4721
2014
Q2 		$234K Buy
9,951
+6,486
+187% +$149K ﹤0.01% 5070
2014
Q1 		$78K Sell
3,465
-17,676
-84% -$390K ﹤0.01% 5544
2013
Q4 		$471K Sell
21,141
-44,277
-68% -$943K ﹤0.01% 4490
2013
Q3 		$1.32M Buy
+65,418
New +$1.32M ﹤0.01% 3552

Other funds holding RESP

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

Morgan Stanley's RESP Position: Q1 2024 in Review

Morgan Stanley sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 28,734 shares — an estimated $1.41M sold.

Morgan Stanley first reported a position in RESP in Q3 2013 and held it in 42 quarters. The position peaked at $2.96M in Q4 2015. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Morgan Stanley reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 28,734 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $1.41M.
  • Morgan Stanley first reported a position in WisdomTree U.S. ESG Fund in Q3 2013 and held it in 42 quarters.
  • Morgan Stanley's WisdomTree U.S. ESG Fund position peaked at $2.96M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.