Wharton Business Group’s WisdomTree U.S. ESG Fund RESP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$3.04M | 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 | +$5M | 0.55% | 49 |
|