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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
COCM
1
Charter Oak Capital Management
New Hampshire
$9.61M -$162K -3,376 -2%
LPL Financial
2
LPL Financial
California
$4.68M -$441K -9,214 -9%
MHS
3
M Holdings Securities
Oregon
$1.73M +$1.72M +35,850 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.71M +$12.9K +269 +0.8%
IA
5
IFP Advisors
Florida
$1.62M +$1.01M +21,110 +16,238%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.57M +$36.8K +769 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.04M +$958 +20 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.02M +$351K +7,322 +53%
RJT
9
Raymond James Trust
Florida
$805K +$799K +16,680 New
Wells Fargo
10
Wells Fargo
California
$690K +$6.47K +135 +1%
Morgan Stanley
11
Morgan Stanley
New York
$662K +$287 +6 +0%
SF
12
Synovus Financial
Georgia
$662K +$1.53K +32 +0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$574K +$66.5K +1,388 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$569K -$15.5K -323 -3%
GWSG
15
GPS Wealth Strategies Group
Colorado
$540K +$109K +2,274 +26%
ST
16
Spinnaker Trust
Maine
$522K -$17.9K -373 -3%
CWA
17
Choice Wealth Advisors
Maine
$433K -$23.3M -485,838 -98%
OWM
18
Opes Wealth Management
California
$432K +$20.4K +425 +5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$384K -$61.2K -1,277 -14%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$366K
RBA
21
Richard Bernstein Advisors
New York
$295K +$293K +6,105 New
KAS
22
Kestra Advisory Services
Texas
$279K +$277K +5,778 New
CC
23
Courier Capital
New York
$267K
IFWM
24
Institute for Wealth Management
Colorado
$242K
FAIM
25
Financial Advocates Investment Management
Washington
$208K +$207K +4,310 New