Sunbelt Securities’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Sunbelt Securities’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	-2,529	Closed	-$124K	–	1807
2023 Q4	$124K	Buy	2,529 +10	+0.4%	+$462	0.02%	620
2023 Q3	$111K	Buy	2,519 +10	+0.4%	+$461	0.02%	626
2023 Q2	$115K	Buy	2,509 +9	+0.4%	+$395	0.02%	606
2023 Q1	$106K	Buy	+2,500	New	+$106K	0.02%	566
2020 Q2	–	Sell	-7,648	Closed	-$210K	–	396
2020 Q1	$210K	Buy	+7,648	New	+$260K	0.01%	340

Other funds holding RESP

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

Sunbelt Securities's RESP Position: Q1 2024 in Review

Sunbelt Securities sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 2,529 shares — an estimated $124K sold.

Sunbelt Securities first reported a position in RESP in Q1 2020 and held it in 5 quarters. The position peaked at $210K in Q1 2020. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Sunbelt Securities reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Sunbelt Securities sold 2,529 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $124K.
Sunbelt Securities first reported a position in WisdomTree U.S. ESG Fund in Q1 2020 and held it in 5 quarters.
Sunbelt Securities's WisdomTree U.S. ESG Fund position peaked at $210K in Q1 2020.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.