RJT
RESP

Raymond James Trust’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Raymond James Trust’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
-14,946
Closed -$735K – 1285
2023
Q4 		$735K Hold
14,946
– – 0.02% 540
2023
Q3 		$660K Hold
14,946
– – 0.02% 538
2023
Q2 		$686K Sell
14,946
-1,225
-8% -$53.8K 0.02% 533
2023
Q1 		$697K Sell
16,171
-64
-0.4% -$2.73K 0.02% 518
2022
Q4 		$667K Sell
16,235
-445
-3% -$18.3K 0.02% 505
2022
Q3 		$638K Hold
16,680
– – 0.02% 497
2022
Q2 		$679K Hold
16,680
– – 0.02% 482
2022
Q1 		$805K Buy
+16,680
New +$799K 0.02% 477

Other funds holding RESP

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

Raymond James Trust's RESP Position: Q1 2024 in Review

Raymond James Trust sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 14,946 shares — an estimated $735K sold.

Raymond James Trust first reported a position in RESP in Q1 2022 and held it in 8 quarters. The position peaked at $805K in Q1 2022. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Raymond James Trust reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Raymond James Trust sold 14,946 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $735K.
  • Raymond James Trust first reported a position in WisdomTree U.S. ESG Fund in Q1 2022 and held it in 8 quarters.
  • Raymond James Trust's WisdomTree U.S. ESG Fund position peaked at $805K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Raymond James Trust's 13F filing for Q1 2024, filed 24 Apr 2024.