PAG
RESP

Private Advisor Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Private Advisor Group’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,422
Closed -$365K – 2380
2023
Q4 		$365K Buy
7,422
+745
+11% +$36.6K ﹤0.01% 1660
2023
Q3 		$295K Buy
6,677
+59
+0.9% +$2.61K ﹤0.01% 1626
2023
Q2 		$313K Buy
6,618
+1,338
+25% +$63.3K ﹤0.01% 1604
2023
Q1 		$228K Buy
+5,280
New +$228K ﹤0.01% 1717