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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,694
Closed -$244K – 227
2020
Q3 		$244K Buy
+6,694
New +$244K 0.02% 190