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RESP

WisdomTree U.S. ESG Fund

Delisted

RESP was delisted on the 26th of January, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.09M +$223K +7,135 +8%
Wells Fargo
2
Wells Fargo
California
$1.95M -$44.5K -1,424 -2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.35M +$196K +6,283 +18%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.25M -$111K -3,549 -8%
MHS
5
M Holdings Securities
Oregon
$1.16M
LPL Financial
6
LPL Financial
California
$936K +$201K +6,429 +29%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$794K -$298K -9,537 -28%
CCA
8
Clearwater Capital Advisors
Illinois
$768K -$29.9K -957 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$739K +$629K +20,145 +730%
ST
10
Spinnaker Trust
Maine
$648K -$31.2K -1,000 -5%
Morgan Stanley
11
Morgan Stanley
New York
$643K -$54.8K -1,755 -8%
Bank of America
12
Bank of America
North Carolina
$468K -$1.63M -52,140 -78%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$452K -$57.1K -1,828 -12%
SF
14
Synovus Financial
Georgia
$445K
UBS Group
15
UBS Group
Switzerland
$391K -$32.5K -1,041 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$320K -$87.4K -2,800 -22%
RWA
17
Redhawk Wealth Advisors
Minnesota
$303K +$81.2K +2,600 +38%
Ameriprise
18
Ameriprise
Minnesota
$290K +$1.31K +42 +0.5%
Jane Street
19
Jane Street
New York
$206K +$199K +6,370 New
CAL
20
Capital Advisors Ltd
Ohio
$135K
JP Morgan Chase
21
JP Morgan Chase
New York
$77K
Citigroup
22
Citigroup
New York
$53K -$59.5K -1,905 -54%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$42K +$40.4K +1,293 New
AIA
24
Alera Investment Advisors
Illinois
$28K +$27.1K +868 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$15K