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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
$1.93M -$1.25M -37,861 -40%
Wells Fargo
2
Wells Fargo
California
$1.86M -$154K -4,672 -8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.29M -$104K -3,166 -8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.25M -$45.2K -1,373 -4%
MHS
5
M Holdings Securities
Oregon
$1.2M
LPL Financial
6
LPL Financial
California
$1.02M +$57.5K +1,746 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$968K +$955K +29,025 New
CCA
8
Clearwater Capital Advisors
Illinois
$735K -$58.1K -1,764 -7%
Morgan Stanley
9
Morgan Stanley
New York
$664K
ST
10
Spinnaker Trust
Maine
$597K -$71.5K -2,173 -11%
SF
11
Synovus Financial
Georgia
$460K +$1.48K +45 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$458K -$8.85K -269 -2%
Bank of America
13
Bank of America
North Carolina
$413K -$69.4K -2,110 -15%
UBS Group
14
UBS Group
Switzerland
$403K -$33 -1 -0%
Ameriprise
15
Ameriprise
Minnesota
$371K +$70.6K +2,146 +24%
RWA
16
Redhawk Wealth Advisors
Minnesota
$347K +$34.1K +1,035 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$318K -$12.3K -375 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$177K -$580K -17,619 -77%
CAL
19
Capital Advisors Ltd
Ohio
$140K
JP Morgan Chase
20
JP Morgan Chase
New York
$79K
Citigroup
21
Citigroup
New York
$55K
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$43K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$15K +$66 +2 +0.4%
BC
24
Bartlett & Co
Ohio
$6K
BCWM
25
Bartlett & Co Wealth Management
Ohio
$5.5K