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

Tidemark’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	Closed	-$76	–	735
2023 Q4	$76	Buy	+2	New	+$92	﹤0.01%	686

Other funds holding RESP

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

Tidemark's RESP Position: Q1 2024 in Review

Tidemark sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 2 shares — an estimated $76 sold.

Tidemark first reported a position in RESP in Q4 2023 and held it in 1 quarter. The position peaked at $76 in Q4 2023. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Tidemark reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Tidemark sold 2 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $76.
Tidemark first reported a position in WisdomTree U.S. ESG Fund in Q4 2023 and held it in 1 quarter.
Tidemark's WisdomTree U.S. ESG Fund position peaked at $76 in Q4 2023.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.