SAM
RESP

Smartleaf Asset Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Smartleaf Asset Management’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
-8,487
Closed -$419K – 1887
2023
Q4 		$419K Buy
+8,487
New +$392K 0.11% 189

Other funds holding RESP

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

Smartleaf Asset Management's RESP Position: Q1 2024 in Review

Smartleaf Asset Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 8,487 shares — an estimated $419K sold.

Smartleaf Asset Management first reported a position in RESP in Q4 2023 and held it in 1 quarter. The position peaked at $419K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Smartleaf Asset Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 8,487 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $419K.
  • Smartleaf Asset Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2023 and held it in 1 quarter.
  • Smartleaf Asset Management's WisdomTree U.S. ESG Fund position peaked at $419K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Smartleaf Asset Management's 13F filing for Q1 2024, filed 3 May 2024.