RBA
RESP

Richard Bernstein Advisors’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Richard Bernstein 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
-65
Closed -$3.2K – 241
2023
Q4 		$3.2K Sell
65
-12,608
-99% -$582K ﹤0.01% 218
2023
Q3 		$560K Sell
12,673
-120
-0.9% -$5.53K 0.01% 194
2023
Q2 		$588K Sell
12,793
-4,173
-25% -$183K 0.01% 166
2023
Q1 		$731K Sell
16,966
-453
-3% -$19.3K 0.02% 196
2022
Q4 		$715K Buy
17,419
+453
+3% +$18.7K 0.02% 195
2022
Q3 		$649K Buy
16,966
+453
+3% +$19.3K 0.02% 194
2022
Q2 		$673K Buy
16,513
+10,408
+170% +$459K 0.01% 215
2022
Q1 		$295K Buy
+6,105
New +$293K 0.01% 255

Other funds holding RESP

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

Richard Bernstein Advisors's RESP Position: Q1 2024 in Review

Richard Bernstein Advisors sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 65 shares — an estimated $3.2K sold.

Richard Bernstein Advisors first reported a position in RESP in Q1 2022 and held it in 8 quarters. The position peaked at $731K in Q1 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Richard Bernstein Advisors reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Richard Bernstein Advisors sold 65 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $3.2K.
  • Richard Bernstein Advisors first reported a position in WisdomTree U.S. ESG Fund in Q1 2022 and held it in 8 quarters.
  • Richard Bernstein Advisors's WisdomTree U.S. ESG Fund position peaked at $731K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Richard Bernstein Advisors's 13F filing for Q1 2024, filed 9 May 2024.