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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
CWA
1
Choice Wealth Advisors
Maine
$18.6M +$17.7M +457,063 New
COCM
2
Charter Oak Capital Management
New Hampshire
$9.1M +$8.65M +223,140 New
LPL Financial
3
LPL Financial
California
$1.93M +$340K +8,775 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M +$97.4K +2,513 +7%
MHS
5
M Holdings Securities
Oregon
$1.46M
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.4M
Osaic Holdings
7
Osaic Holdings
Arizona
$874K +$891 +23 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$848K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$781K -$1.11M -28,598 -60%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$704K +$669K +17,252 New
Wells Fargo
11
Wells Fargo
California
$667K
Citadel Advisors
12
Citadel Advisors
Florida
$655K +$353K +9,117 +131%
SF
13
Synovus Financial
Georgia
$637K -$39.3K -1,014 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$521K -$22.8K -588 -4%
ST
15
Spinnaker Trust
Maine
$489K -$13.6K -350 -3%
CIAS
16
CFS Investment Advisory Services
New Jersey
$306K +$291K +7,512 New
RWA
17
Redhawk Wealth Advisors
Minnesota
$275K -$19.6K -505 -7%
Ameriprise
18
Ameriprise
Minnesota
$256K -$23.5K -606 -9%
CC
19
Courier Capital
New York
$226K
IFWM
20
Institute for Wealth Management
Colorado
$205K +$195K +5,019 New
CAL
21
Capital Advisors Ltd
Ohio
$171K
UBS Group
22
UBS Group
Switzerland
$78K +$21.2K +548 +40%
SBL
23
Sargent Bickham Lagudis
Colorado
$66K +$62.6K +1,615 New
SPIA
24
Steward Partners Investment Advisory
New York
$61K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$17K +$78 +2 +0.5%