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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 |
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $202K | – | – | – |
|
| 27 |
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $78K | – | – | – |
|
| 28 |
SPIA
28
Steward Partners Investment Advisory
New York
| $72K | – | – | – |
|
| 29 |
29
UBS Group
Zurich,
Switzerland
| $32K | +$8.48K | +177 | +36% |
|
| 30 |
TSWM
30
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $29K | – | – | – |
|
| 31 |
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21K | +$48 | +1 | +0.2% |
|
| 32 |
BC
32
Bartlett & Co
Cincinnati,
Ohio
| $8K | +$7.91K | +165 | New |
|
| 33 |
BCWM
33
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.97K | +$7.91K | +165 | New |
|
| 34 |
APA
34
American Portfolios Advisors
Holbrook,
New York
| $5.79K | – | – | – |
|
| 35 |
35
Koshinski Asset Management
Decatur,
Illinois
| $4.9K | – | – | – |
|
| 36 |
ACA
36
Aptus Capital Advisors
Fairhope,
Alabama
| $1K | +$719 | +15 | New |
|