WBG
RESP

Wharton Business Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Wharton Business Group’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
2015
Q3 		– Sell
-858,234
Closed -$21.1K – 139
2015
Q2 		$21.1K Hold
858,234
– – 1.4% 21
2015
Q1 		$21.3M Hold
858,234
– – 1.75% 22
2014
Q4 		$21.3M Buy
858,234
+122,574
+17% +$2.95M 1.76% 20
2014
Q3 		$17.4M Buy
735,660
+523,500
+247% +$12.4M 1.54% 20
2014
Q2 		$5M Buy
+212,160
New +$4.86M 0.55% 49

Other funds holding RESP

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wharton Business Group's RESP Position: Q3 2015 in Review

Wharton Business Group sold out of WisdomTree U.S. ESG Fund (RESP) in Q3 2015, closing a stake of 858,234 shares — an estimated $21.1K sold.

Wharton Business Group first reported a position in RESP in Q2 2014 and held it in 5 quarters. The position peaked at $21.3M in Q1 2015. 28 funds tracked by Wall St. Rank hold RESP as of Q3 2015.

  • Wharton Business Group reported no remaining WisdomTree U.S. ESG Fund position as of Q3 2015 after selling out during the quarter.
  • Wharton Business Group sold 858,234 WisdomTree U.S. ESG Fund shares in Q3 2015, an estimated $21.1K.
  • Wharton Business Group first reported a position in WisdomTree U.S. ESG Fund in Q2 2014 and held it in 5 quarters.
  • Wharton Business Group's WisdomTree U.S. ESG Fund position peaked at $21.3M in Q1 2015.
  • 28 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q3 2015.

Based on Wharton Business Group's 13F filing for Q3 2015, filed 9 Nov 2015.