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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 |
IFWM
26
Institute for Wealth Management
Denver,
Colorado
| $216K | – | – | – |
|
| 27 |
CC
27
Courier Capital
Buffalo,
New York
| $207K | +$204K | +4,794 | New |
|
| 28 |
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $181K | – | – | – |
|
| 29 |
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $150K | +$148K | +3,479 | New |
|
| 30 |
SS
30
Sunbelt Securities
Houston,
Texas
| $106K | +$106K | +2,500 | New |
|
| 31 |
SPIA
31
Steward Partners Investment Advisory
New York
| $42K | – | – | – |
|
| 32 |
IGWM
32
ICA Group Wealth Management
Denver,
Colorado
| $26.7K | – | – | – |
|
| 33 |
33
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19.1K | +$43 | +1 | +0.2% |
|
| 34 |
IA
34
IFP Advisors
Tampa,
Florida
| $9.89K | -$824K | -19,335 | -99% |
|
| 35 |
BCWM
35
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.11K | – | – | – |
|
| 36 |
BC
36
Bartlett & Co
Cincinnati,
Ohio
| $7K | – | – | – |
|
| 37 |
37
UBS Group
Zurich,
Switzerland
| $474 | -$124K | -2,921 | -100% |
|
| 38 |
38
Fidelity Investments
Boston,
Massachusetts
| $43 | – | – | – |
|