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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$626K Sell
2023
Q3 		$572K Buy
2023
Q2 		$590K Buy
2023
Q1 		$548K Buy
2022
Q4 		$379K Hold
2022
Q3 		$353K Buy
2022
Q2 		$372K Buy
2022
Q1 		$432K Buy
2021
Q4 		$437K Buy
2021
Q3 		$354K Buy