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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
$20.7M +$640K +15,074 +3%
COCM
2
Charter Oak Capital Management
New Hampshire
$9.47M -$321K -7,547 -3%
LPL Financial
3
LPL Financial
California
$2.38M +$294K +6,929 +15%
MHS
4
M Holdings Securities
Oregon
$1.57M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M +$298K +7,011 +37%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.05M +$1.02M +23,997 New
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.05M
Osaic Holdings
8
Osaic Holdings
Arizona
$942K +$680 +16 +0.1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$883K +$121K +2,850 +17%
Wells Fargo
10
Wells Fargo
California
$822K +$100K +2,362 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$732K -$920K -21,658 -57%
Morgan Stanley
12
Morgan Stanley
New York
$601K -$302K -7,101 -34%
SF
13
Synovus Financial
Georgia
$594K -$88.3K -2,077 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$562K +$892 +21 +0.2%
ST
15
Spinnaker Trust
Maine
$511K -$14.9K -350 -3%
RWA
16
Redhawk Wealth Advisors
Minnesota
$296K +$850 +20 +0.3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$248K +$240K +5,639 New
CC
18
Courier Capital
New York
$243K
IFWM
19
Institute for Wealth Management
Colorado
$220K
CAL
20
Capital Advisors Ltd
Ohio
$184K
SPIA
21
Steward Partners Investment Advisory
New York
$121K +$53K +1,248 +83%
GWSG
22
GPS Wealth Strategies Group
Colorado
$84K +$81.4K +1,915 New
SBL
23
Sargent Bickham Lagudis
Colorado
$71K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$19K +$42 +1 +0.2%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$7.25K