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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.74M -$1.45M -40,188 -46%
LPL Financial
2
LPL Financial
California
$1.4M +$414K +11,506 +43%
MHS
3
M Holdings Securities
Oregon
$1.31M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M +$425K +11,831 +49%
Osaic Holdings
5
Osaic Holdings
Arizona
$781K +$53K +1,473 +7%
Morgan Stanley
6
Morgan Stanley
New York
$758K +$5.39K +150 +0.7%
FAAS
7
First Allied Advisory Services
California
$615K +$36.4K +1,011 +6%
SF
8
Synovus Financial
Georgia
$609K -$47.9K -1,332 -7%
Wells Fargo
9
Wells Fargo
California
$596K -$17.7K -491 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$487K +$1.08K +30 +0.2%
ST
11
Spinnaker Trust
Maine
$450K -$60.8K -1,690 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$295K -$29.7K -825 -9%
RWA
13
Redhawk Wealth Advisors
Minnesota
$264K +$23.4K +651 +10%
Citadel Advisors
14
Citadel Advisors
Florida
$253K -$669K -18,595 -73%
Ameriprise
15
Ameriprise
Minnesota
$251K +$14.2K +394 +6%
RIG
16
Roosevelt Investment Group
New York
$244K +$241K +6,694 New
CC
17
Courier Capital
New York
$212K +$199K +5,531 New
CAL
18
Capital Advisors Ltd
Ohio
$153K
SPIA
19
Steward Partners Investment Advisory
New York
$55K
UBS Group
20
UBS Group
Switzerland
$50K -$41.9K -1,166 -46%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16K +$36 +1 +0.2%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$6.02K
BC
23
Bartlett & Co
Ohio
$6K
IA
24
IFP Advisors
Florida
$5K
APA
25
American Portfolios Advisors
New York
$4.38K