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RESP
WisdomTree U.S. ESG Fund
RESP
RESP
Delisted
RESP was delisted on the 26th of January, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
CWM
26
Concert Wealth Management
San Jose,
California
| – | -$313K | -12,792 | Closed |
|
| 27 |
27
Citadel Advisors
Miami,
Florida
| – | -$264K | -10,710 | Closed |
|
| 28 |
NPC
28
National Planning Corporation
El Segundo,
California
| – | -$192K | -7,950 | Closed |
|
| 29 |
RMAM
29
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$37K | -1,473 | Closed |
|
| 30 |
RIA
30
Regal Investment Advisors
Kentwood,
Michigan
| – | -$18K | -717 | Closed |
|
| 31 |
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| – | -$6K | -240 | Closed |
|