RG
RESP

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

Retirement 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
2019
Q4 		$20K Buy
+549
New +$19.4K 0.01% 329

Other funds holding RESP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Retirement Group's RESP Position: Q4 2019 in Review

Retirement Group opened a new position in WisdomTree U.S. ESG Fund (RESP) in Q4 2019: 549 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

32 funds tracked by Wall St. Rank hold RESP as of Q4 2019.

  • Retirement Group held 549 shares of WisdomTree U.S. ESG Fund worth $20K as of Q4 2019.
  • WisdomTree U.S. ESG Fund was a new Retirement Group position in Q4 2019.
  • WisdomTree U.S. ESG Fund made up 0.01% of Retirement Group's portfolio in Q4 2019, its #329 holding.
  • 32 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.