OWM
RESP

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

Opes 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
2024
Q1 		– Sell
-12,725
Closed -$626K – 137
2023
Q4 		$626K Sell
12,725
-235
-2% -$10.8K 0.15% 69
2023
Q3 		$572K Buy
12,960
+105
+0.8% +$4.84K 0.16% 71
2023
Q2 		$590K Buy
12,855
+135
+1% +$5.93K 0.17% 73
2023
Q1 		$548K Buy
12,720
+3,495
+38% +$149K 0.18% 66
2022
Q4 		$379K Hold
9,225
– – 0.14% 79
2022
Q3 		$353K Buy
9,225
+100
+1% +$4.27K 0.14% 69
2022
Q2 		$372K Buy
9,125
+175
+2% +$7.71K 0.15% 69
2022
Q1 		$432K Buy
8,950
+425
+5% +$20.4K 0.14% 71
2021
Q4 		$437K Buy
8,525
+945
+12% +$46.7K 0.14% 76
2021
Q3 		$354K Buy
+7,580
New +$365K 0.13% 75

Other funds holding RESP

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

Opes Wealth Management's RESP Position: Q1 2024 in Review

Opes Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 12,725 shares — an estimated $626K sold.

Opes Wealth Management first reported a position in RESP in Q3 2021 and held it in 10 quarters. The position peaked at $626K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Opes Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Opes Wealth Management sold 12,725 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $626K.
  • Opes Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q3 2021 and held it in 10 quarters.
  • Opes Wealth Management's WisdomTree U.S. ESG Fund position peaked at $626K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Opes Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.