RIG
RESP

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

Roosevelt Investment 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
2020
Q4 		– Sell
-6,694
Closed -$244K – 227
2020
Q3 		$244K Buy
+6,694
New +$241K 0.02% 190

Other funds holding RESP

CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Roosevelt Investment Group's RESP Position: Q4 2020 in Review

Roosevelt Investment Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q4 2020, closing a stake of 6,694 shares — an estimated $244K sold.

Roosevelt Investment Group first reported a position in RESP in Q3 2020 and held it in 1 quarter. The position peaked at $244K in Q3 2020. 28 funds tracked by Wall St. Rank hold RESP as of Q4 2020.

  • Roosevelt Investment Group reported no remaining WisdomTree U.S. ESG Fund position as of Q4 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 6,694 WisdomTree U.S. ESG Fund shares in Q4 2020, an estimated $244K.
  • Roosevelt Investment Group first reported a position in WisdomTree U.S. ESG Fund in Q3 2020 and held it in 1 quarter.
  • Roosevelt Investment Group's WisdomTree U.S. ESG Fund position peaked at $244K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2020.

Based on Roosevelt Investment Group's 13F filing for Q4 2020, filed 12 Feb 2021.