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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
$6.33M -$34.5K -810 -0.5%
LPL Financial
2
LPL Financial
California
$5.19M +$496K +11,641 +11%
MHS
3
M Holdings Securities
Oregon
$1.54M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.4M +$31K +728 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.28M -$242K -5,684 -16%
Osaic Holdings
6
Osaic Holdings
Arizona
$938K +$980 +23 +0.1%
RBA
7
Richard Bernstein Advisors
New York
$731K -$19.3K -453 -3%
RJT
8
Raymond James Trust
Florida
$697K -$2.73K -64 -0.4%
FAIM
9
Financial Advocates Investment Management
Washington
$682K +$19.6K +460 +3%
Morgan Stanley
10
Morgan Stanley
New York
$586K -$6.73K -158 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$580K -$204K -4,792 -26%
OWM
12
Opes Wealth Management
California
$548K +$149K +3,495 +38%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$538K -$1.5M -35,211 -74%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$520K -$31.5K -739 -6%
SF
15
Synovus Financial
Georgia
$511K +$1.53K +36 +0.3%
GVAG
16
Great Valley Advisor Group
Delaware
$434K +$1.41K +33 +0.3%
ST
17
Spinnaker Trust
Maine
$385K +$43 +1 +0%
JP Morgan Chase
18
JP Morgan Chase
New York
$363K +$1.45K +34 +0.4%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$313K -$13.3K -312 -4%
MLA
20
My Legacy Advisors
Oregon
$311K +$32.5K +762 +12%
Wells Fargo
21
Wells Fargo
California
$286K -$30.6K -719 -10%
CWA
22
Choice Wealth Advisors
Maine
$254K
PAG
23
Private Advisor Group
New Jersey
$228K +$225K +5,280 New
Bank of America
24
Bank of America
North Carolina
$222K -$42.6K -1,000 -16%
SWP
25
Stratos Wealth Partners
Ohio
$221K +$5.92K +139 +3%