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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,422
Closed -$365K – 2445
2023
Q4 		$365K Buy
7,422
+745
+11% +$34.4K ﹤0.01% 1660
2023
Q3 		$295K Buy
6,677
+59
+0.9% +$2.72K ﹤0.01% 1638
2023
Q2 		$313K Buy
6,618
+1,338
+25% +$58.7K ﹤0.01% 1604
2023
Q1 		$228K Buy
+5,280
New +$225K ﹤0.01% 1718

Other funds holding RESP

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

Private Advisor Group's RESP Position: Q1 2024 in Review

Private Advisor Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 7,422 shares — an estimated $365K sold.

Private Advisor Group first reported a position in RESP in Q1 2023 and held it in 4 quarters. The position peaked at $365K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Private Advisor Group reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Private Advisor Group sold 7,422 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $365K.
  • Private Advisor Group first reported a position in WisdomTree U.S. ESG Fund in Q1 2023 and held it in 4 quarters.
  • Private Advisor Group's WisdomTree U.S. ESG Fund position peaked at $365K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Private Advisor Group's 13F filing for Q1 2024, filed 30 Apr 2024.