Wells Fargo’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $207K | Hold |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $286K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $503K | Hold |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $664K | Sell |
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|
2021
Q2 | $871K | Sell |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $667K | Hold |
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|
2020
Q3 | $596K | Sell |
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|
2020
Q2 | $564K | Sell |
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|
2020
Q1 | $699K | Sell |
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|
2019
Q4 | $2.01M | Sell |
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|
2019
Q3 | $1.86M | Sell |
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|
2019
Q2 | $1.86M | Sell |
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|
2019
Q1 | $1.95M | Sell |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $1.04M | Sell |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $929K | Sell |
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|
2017
Q2 | $894K | Buy |
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|
2017
Q1 | $872K | Sell |
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|
2016
Q4 | $837K | Buy |
|
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|
2016
Q3 | $760K | Sell |
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|
2016
Q2 | $738K | Buy |
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|
2016
Q1 | $277K | Sell |
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|
2015
Q4 | $355K | Sell |
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|
2015
Q3 | $354K | Buy |
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|
2015
Q2 | $384K | Sell |
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|
2015
Q1 | $4.83M | Buy |
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|
2014
Q4 | $4.42M | Buy |
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|
2014
Q3 | $3.71M | Buy |
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|
2014
Q2 | $3.25M | Buy |
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|
2014
Q1 | $3.08M | Buy |
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|
2013
Q4 | $2.76M | Buy |
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|
2013
Q3 | $2.27M | Buy |
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|
2013
Q2 | $719K | Buy |
|