Retirement Capital Strategies’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Retirement Capital Strategies’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	-4,127	Closed	-$203K	–	87
2023 Q4	$203K	Buy	+4,127	New	+$191K	0.09%	69
2023 Q3	–	Sell	-40,175	Closed	-$1.85M	–	77
2023 Q2	$1.85M	Buy	+40,175	New	+$1.76M	0.85%	24

Other funds holding RESP

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

Retirement Capital Strategies's RESP Position: Q1 2024 in Review

Retirement Capital Strategies sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 4,127 shares — an estimated $203K sold.

Retirement Capital Strategies first reported a position in RESP in Q2 2023 and held it in 2 quarters. The position peaked at $1.85M in Q2 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Retirement Capital Strategies reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Retirement Capital Strategies sold 4,127 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $203K.
Retirement Capital Strategies first reported a position in WisdomTree U.S. ESG Fund in Q2 2023 and held it in 2 quarters.
Retirement Capital Strategies's WisdomTree U.S. ESG Fund position peaked at $1.85M in Q2 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Retirement Capital Strategies's 13F filing for Q1 2024, filed 14 May 2024.