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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
$8.07M -$41.2K -935 -0.5%
LPL Financial
2
LPL Financial
California
$3.64M -$334K -7,573 -8%
IA
3
IFP Advisors
Florida
$1.62M
MHS
4
M Holdings Securities
Oregon
$1.46M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.45M +$4.23K +96 +0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.35M +$20.5K +465 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$961K +$106K +2,405 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$878K +$1.01K +23 +0.1%
RJT
9
Raymond James Trust
Florida
$679K
RBA
10
Richard Bernstein Advisors
New York
$673K +$459K +10,408 +170%
Morgan Stanley
11
Morgan Stanley
New York
$559K +$309 +7 +0.1%
SF
12
Synovus Financial
Georgia
$558K +$1.54K +35 +0.3%
Wells Fargo
13
Wells Fargo
California
$536K -$48.9K -1,110 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$482K +$2.82K +64 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$457K -$29.8K -675 -6%
ST
16
Spinnaker Trust
Maine
$440K +$44 +1 +0%
OWM
17
Opes Wealth Management
California
$372K +$7.71K +175 +2%
FAIM
18
Financial Advocates Investment Management
Washington
$313K +$148K +3,365 +78%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$309K
MLA
20
My Legacy Advisors
Oregon
$264K +$280K +6,348 New
5L
21
55I LLC
Massachusetts
$259K +$280K +6,348 New
Citadel Advisors
22
Citadel Advisors
Florida
$253K +$274K +6,209 New
GWSG
23
GPS Wealth Strategies Group
Colorado
$251K -$222K -5,032 -45%
CC
24
Courier Capital
New York
$225K
KAS
25
Kestra Advisory Services
Texas
$222K -$14.9K -338 -6%