RJFSA
RESP

Raymond James Financial Services Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Raymond James Financial Services Advisors’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
-23,557
Closed -$1.16M – 3538
2023
Q4 		$1.16M Hold
23,557
– – ﹤0.01% 1900
2023
Q3 		$1.04M Sell
23,557
-6,081
-21% -$280K ﹤0.01% 1876
2023
Q2 		$1.36M Hold
29,638
– – ﹤0.01% 1754
2023
Q1 		$1.28M Sell
29,638
-5,684
-16% -$242K ﹤0.01% 1757
2022
Q4 		$1.45M Sell
35,322
-341
-1% -$14.1K ﹤0.01% 1624
2022
Q3 		$1.36M Buy
35,663
+159
+0.4% +$6.79K ﹤0.01% 1650
2022
Q2 		$1.45M Buy
35,504
+96
+0.3% +$4.23K ﹤0.01% 1622
2022
Q1 		$1.71M Buy
35,408
+269
+0.8% +$12.9K ﹤0.01% 1593
2021
Q4 		$1.8M Buy
35,139
+29,028
+475% +$1.44M ﹤0.01% 1610
2021
Q3 		$286K Buy
6,111
+588
+11% +$28.4K ﹤0.01% 2723
2021
Q2 		$258K Sell
5,523
-116
-2% -$5.33K ﹤0.01% 2830
2021
Q1 		$248K Buy
+5,639
New +$240K ﹤0.01% 2756

Other funds holding RESP

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

Raymond James Financial Services Advisors's RESP Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 23,557 shares — an estimated $1.16M sold.

Raymond James Financial Services Advisors first reported a position in RESP in Q1 2021 and held it in 12 quarters. The position peaked at $1.8M in Q4 2021. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 23,557 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $1.16M.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree U.S. ESG Fund in Q1 2021 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's WisdomTree U.S. ESG Fund position peaked at $1.8M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.