Northwestern Mutual Wealth Management’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
2020
Q1
Sell
-414
Closed -$15K 2795
2019
Q4
$15K Buy
+414
New +$15K ﹤0.01% 1836
2019
Q1
Sell
-550
Closed -$16K 2733
2018
Q4
$16K Buy
+550
New +$16K ﹤0.01% 1687