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

WFG Advisors’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
2017 Q2	$47K	Hold	1,662	–	–	0.01%	714
2017 Q1	$46K	Hold	1,662	–	–	0.01%	681
2016 Q4	$44K	Buy	1,662 +3	+0.2%	+$77	0.01%	743
2016 Q3	$41K	Hold	1,659	–	–	0.01%	754
2016 Q2	$39K	Hold	1,659	–	–	0.01%	759
2016 Q1	$40K	Hold	1,659	–	–	0.01%	727
2015 Q4	$39K	Buy	1,659 +3	+0.2%	+$72	0.01%	730
2015 Q3	$37K	Hold	1,656	–	–	0.01%	735
2015 Q2	$41K	Hold	1,656	–	–	0.01%	783
2015 Q1	$41K	Hold	1,656	–	–	0.01%	782
2014 Q4	$41K	Hold	1,656	–	–	0.01%	962
2014 Q3	$39K	Buy	1,656 +3	+0.2%	+$71	0.01%	1013
2014 Q2	$39K	Hold	1,653	–	–	0.01%	1014
2014 Q1	$37K	Sell	1,653 -1,038	-39%	-$22.9K	0.01%	1024
2013 Q4	$60K	Buy	2,691 +6	+0.2%	+$128	0.01%	930
2013 Q3	$54K	Buy	2,685 +6	+0.2%	+$121	0.01%	903
2013 Q2	$52K	Buy	+2,679	New	+$51.5K	0.01%	873

Other funds holding RESP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's RESP Position: Q2 2017 in Review

WFG Advisors held its WisdomTree U.S. ESG Fund (RESP) position steady in Q2 2017 at 1,662 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #714.

WFG Advisors first reported a position in RESP in Q2 2013 and has held it in 17 quarters since. The position peaked at $60K in Q4 2013. 25 funds tracked by Wall St. Rank hold RESP as of Q2 2017.

WFG Advisors held 1,662 shares of WisdomTree U.S. ESG Fund worth $47K as of Q2 2017.
WFG Advisors left its WisdomTree U.S. ESG Fund share count unchanged in Q2 2017.
WisdomTree U.S. ESG Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #714 holding.
WFG Advisors first reported a position in WisdomTree U.S. ESG Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree U.S. ESG Fund position peaked at $60K in Q4 2013.
25 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.