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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-19,581
Closed -$485K 65
2014
Q4
$485K Buy
+19,581
New +$485K 0.33% 41