Osaic Holdings’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $1M | Buy |
|
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|
2023
Q1 | $938K | Buy |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | $825K | Buy |
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|
2022
Q2 | $878K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.1M | Buy |
|
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $874K | Buy |
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|
2020
Q3 | $781K | Buy |
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|
2020
Q2 | $668K | Sell |
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|
2020
Q1 | $555K | Buy |
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