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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 |
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 27 |
BCWM
27
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.73K | – | – | – |
|
| 28 |
IA
28
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
| 29 |
APA
29
American Portfolios Advisors
Holbrook,
New York
| $4.89K | – | – | – |
|
| 30 |
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$295K | -8,095 | Closed |
|
| 31 |
RIG
31
Roosevelt Investment Group
New York
| – | -$244K | -6,694 | Closed |
|