Stratos Wealth Partners’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Stratos Wealth Partners’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	-5,082	Closed	-$250K	–	1467
2023 Q4	$250K	Sell	5,082 -111	-2%	-$5.12K	﹤0.01%	1173
2023 Q3	$229K	Sell	5,193 -147	-3%	-$6.78K	﹤0.01%	1111
2023 Q2	$245K	Buy	5,340 +223	+4%	+$9.79K	0.01%	1027
2023 Q1	$221K	Buy	5,117 +139	+3%	+$5.92K	0.01%	1004
2022 Q4	$204K	Buy	+4,978	New	+$205K	0.01%	1037

Other funds holding RESP

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

Stratos Wealth Partners's RESP Position: Q1 2024 in Review

Stratos Wealth Partners sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 5,082 shares — an estimated $250K sold.

Stratos Wealth Partners first reported a position in RESP in Q4 2022 and held it in 5 quarters. The position peaked at $250K in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Stratos Wealth Partners reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Partners sold 5,082 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $250K.
Stratos Wealth Partners first reported a position in WisdomTree U.S. ESG Fund in Q4 2022 and held it in 5 quarters.
Stratos Wealth Partners's WisdomTree U.S. ESG Fund position peaked at $250K in Q4 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.