Royal Bank of Canada
RESP

Royal Bank of Canada’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Royal Bank of Canada’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
2023
Q4 		– Sell
-450
Closed -$20K – 7793
2023
Q3 		$20K Buy
+450
New +$20.7K ﹤0.01% 6187
2022
Q4 		– Sell
-16,245
Closed -$621K – 7944
2022
Q3 		$621K Buy
16,245
+5,022
+45% +$214K ﹤0.01% 3834
2022
Q2 		$457K Sell
11,223
-675
-6% -$29.8K ﹤0.01% 4171
2022
Q1 		$574K Buy
11,898
+1,388
+13% +$66.5K ﹤0.01% 4172
2021
Q4 		$539K Sell
10,510
-1,947
-16% -$96.3K ﹤0.01% 4382
2021
Q3 		$582K Sell
12,457
-12,048
-49% -$581K ﹤0.01% 4213
2021
Q2 		$1.15M Sell
24,505
-1,663
-6% -$76.4K ﹤0.01% 3533
2021
Q1 		$1.15M Buy
26,168
+7,011
+37% +$298K ﹤0.01% 3449
2020
Q4 		$781K Sell
19,157
-28,598
-60% -$1.11M ﹤0.01% 3729
2020
Q3 		$1.74M Sell
47,755
-40,188
-46% -$1.45M ﹤0.01% 2806
2020
Q2 		$2.95M Buy
87,943
+38,148
+77% +$1.2M ﹤0.01% 2328
2020
Q1 		$1.36M Buy
49,795
+35,039
+237% +$1.19M ﹤0.01% 2792
2019
Q4 		$544K Sell
14,756
-27
-0.2% -$955 ﹤0.01% 3921
2019
Q3 		$501K Buy
14,783
+9,499
+180% +$319K ﹤0.01% 3846
2019
Q2 		$177K Sell
5,284
-17,619
-77% -$580K ﹤0.01% 4551
2019
Q1 		$739K Buy
22,903
+20,145
+730% +$629K ﹤0.01% 3432
2018
Q4 		$78K Sell
2,758
-1,862
-40% -$58.1K ﹤0.01% 4857
2018
Q3 		$155K Buy
4,620
+13
+0.3% +$430 ﹤0.01% 4611
2018
Q2 		$146K Buy
4,607
+279
+6% +$8.83K ﹤0.01% 4599
2018
Q1 		$135K Buy
4,328
+3,173
+275% +$102K ﹤0.01% 4527
2017
Q4 		$37K Hold
1,155
– – ﹤0.01% 5325
2017
Q3 		$34K Sell
1,155
-6,498
-85% -$189K ﹤0.01% 5652
2017
Q2 		$218K Buy
7,653
+3,909
+104% +$110K ﹤0.01% 4313
2017
Q1 		$104K Sell
3,744
-31,047
-89% -$855K ﹤0.01% 4740
2016
Q4 		$926K Sell
34,791
-7,767
-18% -$199K ﹤0.01% 3216
2016
Q3 		$1.06M Buy
42,558
+40,455
+1,924% +$1M ﹤0.01% 3044
2016
Q2 		$50K Sell
2,103
-1,719
-45% -$41K ﹤0.01% 5120
2016
Q1 		$91K Buy
3,822
+3,609
+1,694% +$81.1K ﹤0.01% 4813
2015
Q4 		$5K Sell
213
-5,619
-96% -$135K ﹤0.01% 6176
2015
Q3 		$131K Buy
5,832
+4,650
+393% +$111K ﹤0.01% 4602
2015
Q2 		$29K Buy
+1,182
New +$29.6K ﹤0.01% 5514
2015
Q1 		– Sell
-17,214
Closed -$427K – 6473
2014
Q4 		$427K Buy
17,214
+15,360
+828% +$370K ﹤0.01% 3731
2014
Q3 		$44K Sell
1,854
-630
-25% -$15K ﹤0.01% 5007
2014
Q2 		$58K Sell
2,484
-4,125
-62% -$94.6K ﹤0.01% 4771
2014
Q1 		$149K Sell
6,609
-7,428
-53% -$164K ﹤0.01% 4320
2013
Q4 		$313K Buy
14,037
+7,785
+125% +$166K ﹤0.01% 3794
2013
Q3 		$127K Buy
6,252
+6,222
+20,740% +$125K ﹤0.01% 4340
2013
Q2 		$1K Buy
+30
New +$577 ﹤0.01% 5745

Other funds holding RESP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Royal Bank of Canada's RESP Position: Q4 2023 in Review

Royal Bank of Canada sold out of WisdomTree U.S. ESG Fund (RESP) in Q4 2023, closing a stake of 450 shares — an estimated $20K sold.

Royal Bank of Canada first reported a position in RESP in Q2 2013 and held it in 38 quarters. The position peaked at $2.95M in Q2 2020. 41 funds tracked by Wall St. Rank hold RESP as of Q4 2023.

  • Royal Bank of Canada reported no remaining WisdomTree U.S. ESG Fund position as of Q4 2023 after selling out during the quarter.
  • Royal Bank of Canada sold 450 WisdomTree U.S. ESG Fund shares in Q4 2023, an estimated $20K.
  • Royal Bank of Canada first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and held it in 38 quarters.
  • Royal Bank of Canada's WisdomTree U.S. ESG Fund position peaked at $2.95M in Q2 2020.
  • 41 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q4 2023.

Based on Royal Bank of Canada's 13F filing for Q4 2023, filed 14 Feb 2024.