Tyler-Stone Wealth Management’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Tyler-Stone Wealth 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	-350	Closed	-$17.2K	–	1008
2023 Q4	$17.2K	Hold	350	–	–	0.01%	529
2023 Q3	$15K	Hold	350	–	–	0.01%	536
2023 Q2	$16K	Buy	+350	New	+$15.4K	0.01%	524
2022 Q4	$25K	Hold	600	–	–	0.02%	420
2022 Q3	$23K	Hold	600	–	–	0.02%	413
2022 Q2	$24K	Hold	600	–	–	0.02%	424
2022 Q1	$29K	Hold	600	–	–	0.02%	422
2021 Q4	$31K	Buy	+600	New	+$29.7K	0.02%	432

Other funds holding RESP

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

Tyler-Stone Wealth Management's RESP Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 350 shares — an estimated $17.2K sold.

Tyler-Stone Wealth Management first reported a position in RESP in Q4 2021 and held it in 8 quarters. The position peaked at $31K in Q4 2021. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

Tyler-Stone Wealth Management reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 350 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $17.2K.
Tyler-Stone Wealth Management first reported a position in WisdomTree U.S. ESG Fund in Q4 2021 and held it in 8 quarters.
Tyler-Stone Wealth Management's WisdomTree U.S. ESG Fund position peaked at $31K in Q4 2021.
1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.