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

My Legacy 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	-6,879	Closed	-$340K	–	221
2023 Q4	$340K	Sell	6,879 -1,430	-17%	-$66K	0.12%	172
2023 Q3	$366K	Buy	8,309 +1,155	+16%	+$53.2K	0.15%	161
2023 Q2	$334K	Sell	7,154 -73	-1%	-$3.21K	0.13%	175
2023 Q1	$311K	Buy	7,227 +762	+12%	+$32.5K	0.13%	179
2022 Q4	$285K	Sell	6,465 -151	-2%	-$6.23K	0.12%	185
2022 Q3	$255K	Buy	6,616 +268	+4%	+$11.4K	0.13%	185
2022 Q2	$264K	Buy	+6,348	New	+$280K	0.13%	183

Other funds holding RESP

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

My Legacy Advisors's RESP Position: Q1 2024 in Review

My Legacy Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 6,879 shares — an estimated $340K sold.

My Legacy Advisors first reported a position in RESP in Q2 2022 and held it in 7 quarters. The position peaked at $366K in Q3 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

My Legacy Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
My Legacy Advisors sold 6,879 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $340K.
My Legacy Advisors first reported a position in WisdomTree U.S. ESG Fund in Q2 2022 and held it in 7 quarters.
My Legacy Advisors's WisdomTree U.S. ESG Fund position peaked at $366K in Q3 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on My Legacy Advisors's 13F filing for Q1 2024, filed 25 Jul 2024.