Northwestern Mutual Wealth Management
RESP

Northwestern Mutual Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Northwestern Mutual Wealth Management’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
2020
Q1 		– Sell
-414
Closed -$15K – 2795
2019
Q4 		$15K Buy
+414
New +$14.6K ﹤0.01% 1836
2019
Q1 		– Sell
-550
Closed -$16K – 2732
2018
Q4 		$16K Buy
+550
New +$17.2K ﹤0.01% 1687

Other funds holding RESP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's RESP Position: Q1 2020 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2020, closing a stake of 414 shares — an estimated $15K sold.

Northwestern Mutual Wealth Management first reported a position in RESP in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2018. 29 funds tracked by Wall St. Rank hold RESP as of Q1 2020.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2020 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 414 WisdomTree U.S. ESG Fund shares in Q1 2020, an estimated $15K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2018 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's WisdomTree U.S. ESG Fund position peaked at $16K in Q4 2018.
  • 29 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.