Wells Fargo
RESP

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

Wells Fargo’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
-4,201
Closed -$207K – 7817
2023
Q4 		$207K Hold
4,201
– – ﹤0.01% 4445
2023
Q3 		$186K Sell
4,201
-2,249
-35% -$104K ﹤0.01% 4404
2023
Q2 		$296K Sell
6,450
-193
-3% -$8.47K ﹤0.01% 4330
2023
Q1 		$286K Sell
6,643
-719
-10% -$30.6K ﹤0.01% 4214
2022
Q4 		$302K Sell
7,362
-5,811
-44% -$240K ﹤0.01% 3944
2022
Q3 		$503K Hold
13,173
– – ﹤0.01% 3682
2022
Q2 		$536K Sell
13,173
-1,110
-8% -$48.9K ﹤0.01% 3697
2022
Q1 		$690K Buy
14,283
+135
+1% +$6.47K ﹤0.01% 4167
2021
Q4 		$726K Sell
14,148
-59
-0.4% -$2.92K ﹤0.01% 4375
2021
Q3 		$664K Sell
14,207
-4,429
-24% -$214K ﹤0.01% 4495
2021
Q2 		$871K Sell
18,636
-72
-0.4% -$3.31K ﹤0.01% 4295
2021
Q1 		$822K Buy
18,708
+2,362
+14% +$100K ﹤0.01% 4378
2020
Q4 		$667K Hold
16,346
– – ﹤0.01% 4316
2020
Q3 		$596K Sell
16,346
-491
-3% -$17.7K ﹤0.01% 4222
2020
Q2 		$564K Sell
16,837
-8,641
-34% -$271K ﹤0.01% 4240
2020
Q1 		$699K Sell
25,478
-28,908
-53% -$981K ﹤0.01% 3787
2019
Q4 		$2.01M Sell
54,386
-627
-1% -$22.2K ﹤0.01% 3348
2019
Q3 		$1.86M Sell
55,013
-652
-1% -$21.9K ﹤0.01% 3387
2019
Q2 		$1.86M Sell
55,665
-4,672
-8% -$154K ﹤0.01% 3433
2019
Q1 		$1.95M Sell
60,337
-1,424
-2% -$44.5K ﹤0.01% 3381
2018
Q4 		$1.76M Buy
61,761
+30,641
+98% +$956K ﹤0.01% 3378
2018
Q3 		$1.04M Sell
31,120
-588
-2% -$19.4K ﹤0.01% 3944
2018
Q2 		$1M Sell
31,708
-1,371
-4% -$43.4K ﹤0.01% 3993
2018
Q1 		$1.03M Sell
33,079
-165
-0.5% -$5.33K ﹤0.01% 3894
2017
Q4 		$1.06M Buy
33,244
+2,104
+7% +$65.2K ﹤0.01% 3896
2017
Q3 		$929K Sell
31,140
-234
-0.7% -$6.82K ﹤0.01% 3907
2017
Q2 		$894K Buy
31,374
+75
+0.2% +$2.12K ﹤0.01% 3821
2017
Q1 		$872K Sell
31,299
-171
-0.5% -$4.71K ﹤0.01% 3847
2016
Q4 		$837K Buy
31,470
+1,029
+3% +$26.4K ﹤0.01% 3826
2016
Q3 		$760K Sell
30,441
-744
-2% -$18.4K ﹤0.01% 3691
2016
Q2 		$738K Buy
31,185
+19,551
+168% +$466K ﹤0.01% 3681
2016
Q1 		$277K Sell
11,634
-3,348
-22% -$75.2K ﹤0.01% 4214
2015
Q4 		$355K Sell
14,982
-738
-5% -$17.7K ﹤0.01% 4113
2015
Q3 		$354K Buy
15,720
+96
+0.6% +$2.29K ﹤0.01% 4163
2015
Q2 		$384K Sell
15,624
-179,094
-92% -$4.49M ﹤0.01% 4250
2015
Q1 		$4.83M Buy
194,718
+16,557
+9% +$407K ﹤0.01% 2395
2014
Q4 		$4.42M Buy
178,161
+20,829
+13% +$501K ﹤0.01% 2437
2014
Q3 		$3.71M Buy
157,332
+19,281
+14% +$458K ﹤0.01% 2547
2014
Q2 		$3.25M Buy
138,051
+1,686
+1% +$38.6K ﹤0.01% 2658
2014
Q1 		$3.08M Buy
136,365
+12,309
+10% +$272K ﹤0.01% 2674
2013
Q4 		$2.76M Buy
124,056
+11,805
+11% +$251K ﹤0.01% 2687
2013
Q3 		$2.27M Buy
112,251
+75,102
+202% +$1.51M ﹤0.01% 2801
2013
Q2 		$719K Buy
+37,149
New +$715K ﹤0.01% 3454

Other funds holding RESP

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

Wells Fargo's RESP Position: Q1 2024 in Review

Wells Fargo sold out of WisdomTree U.S. ESG Fund (RESP) in Q1 2024, closing a stake of 4,201 shares — an estimated $207K sold.

Wells Fargo first reported a position in RESP in Q2 2013 and held it in 43 quarters. The position peaked at $4.83M in Q1 2015. 1 fund tracked by Wall St. Rank holds RESP as of Q1 2024.

  • Wells Fargo reported no remaining WisdomTree U.S. ESG Fund position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 4,201 WisdomTree U.S. ESG Fund shares in Q1 2024, an estimated $207K.
  • Wells Fargo first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and held it in 43 quarters.
  • Wells Fargo's WisdomTree U.S. ESG Fund position peaked at $4.83M in Q1 2015.
  • 1 fund tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.