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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
$22.3M +$239K +5,197 +1%
COCM
2
Charter Oak Capital Management
New Hampshire
$9.87M -$210K -4,562 -2%
LPL Financial
3
LPL Financial
California
$2.86M +$323K +7,039 +13%
MHS
4
M Holdings Securities
Oregon
$1.68M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.36M +$237K +5,160 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.15M -$76.4K -1,663 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.05M +$105K +2,289 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$1M +$827 +18 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$960K +$177K +3,852 +23%
Wells Fargo
10
Wells Fargo
California
$871K -$3.31K -72 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$641K +$230 +5 +0%
SF
12
Synovus Financial
Georgia
$636K +$1.24K +27 +0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$616K +$17.8K +387 +3%
ST
14
Spinnaker Trust
Maine
$545K
RWA
15
Redhawk Wealth Advisors
Minnesota
$379K +$61.8K +1,345 +20%
CC
16
Courier Capital
New York
$259K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$258K -$5.33K -116 -2%
IFWM
18
Institute for Wealth Management
Colorado
$235K
CAL
19
Capital Advisors Ltd
Ohio
$196K
GWSG
20
GPS Wealth Strategies Group
Colorado
$177K +$86.3K +1,877 +98%
SBL
21
Sargent Bickham Lagudis
Colorado
$76K
SPIA
22
Steward Partners Investment Advisory
New York
$70K -$57.4K -1,248 -45%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$20K +$46 +1 +0.2%
BC
24
Bartlett & Co
Ohio
$8K
BCWM
25
Bartlett & Co Wealth Management
Ohio
$7.72K