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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
$6.04M -$155K -3,356 -2%
LPL Financial
2
LPL Financial
California
$5.53M +$197K +4,270 +4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.6M -$320K -6,934 -16%
MHS
4
M Holdings Securities
Oregon
$1.58M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.04M -$280K -6,081 -21%
Osaic Holdings
6
Osaic Holdings
Arizona
$963K +$1.2K +26 +0.1%
Citadel Advisors
7
Citadel Advisors
Florida
$824K +$860K +18,658 New
RJT
8
Raymond James Trust
Florida
$660K
Morgan Stanley
9
Morgan Stanley
New York
$634K +$35.2K +764 +6%
OWM
10
Opes Wealth Management
California
$572K +$4.84K +105 +0.8%
RBA
11
Richard Bernstein Advisors
New York
$560K -$5.53K -120 -0.9%
GVAG
12
Great Valley Advisor Group
Delaware
$448K +$1.75K +38 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$417K -$22.1K -480 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$386K -$357K -7,741 -47%
JP Morgan Chase
15
JP Morgan Chase
New York
$372K +$6.5K +141 +2%
MLA
16
My Legacy Advisors
Oregon
$366K +$53.2K +1,155 +16%
ST
17
Spinnaker Trust
Maine
$363K -$23K -500 -6%
PAG
18
Private Advisor Group
New Jersey
$295K +$2.72K +59 +0.9%
SWP
19
Stratos Wealth Partners
Ohio
$229K -$6.78K -147 -3%
IFWM
20
Institute for Wealth Management
Colorado
$222K
SF
21
Synovus Financial
Georgia
$214K -$325K -7,046 -59%
CC
22
Courier Capital
New York
$212K
BFG
23
Bouchey Financial Group
New York
$205K +$214K +4,635 New
Wells Fargo
24
Wells Fargo
California
$186K -$104K -2,249 -35%
CAL
25
Capital Advisors Ltd
Ohio
$185K