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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
IA
1
IFP Advisors
Florida
$6.6K
LPL Financial
2
LPL Financial
California
-$6.1M -123,926 Closed
COCM
3
Charter Oak Capital Management
New Hampshire
-$5.32M -108,164 Closed
MHS
4
M Holdings Securities
Oregon
-$1.76M -35,850 Closed
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
-$1.74M -35,287 Closed
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
-$1.45M -29,466 Closed
RJFSA
7
Raymond James Financial Services Advisors
Florida
-$1.16M -23,557 Closed
Osaic Holdings
8
Osaic Holdings
Arizona
-$1.07M -21,763 Closed
Citadel Advisors
9
Citadel Advisors
Florida
-$904K -18,385 Closed
RJT
10
Raymond James Trust
Florida
-$735K -14,946 Closed
Morgan Stanley
11
Morgan Stanley
New York
-$707K -14,367 Closed
OWM
12
Opes Wealth Management
California
-$626K -12,725 Closed
GVAG
13
Great Valley Advisor Group
Delaware
-$501K -10,195 Closed
JP Morgan Chase
14
JP Morgan Chase
New York
-$484K -9,839 Closed
SAM
15
Smartleaf Asset Management
Massachusetts
-$419K -8,487 Closed
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
-$400K -8,126 Closed
LA
17
Lifeworks Advisors
Michigan
-$391K -7,943 Closed
PAG
18
Private Advisor Group
New Jersey
-$365K -7,422 Closed
ST
19
Spinnaker Trust
Maine
-$364K -7,405 Closed
MLA
20
My Legacy Advisors
Oregon
-$340K -6,879 Closed
SWP
21
Stratos Wealth Partners
Ohio
-$250K -5,082 Closed
IFWM
22
Institute for Wealth Management
Colorado
-$247K -5,019 Closed
CC
23
Courier Capital
New York
-$236K -4,794 Closed
BFG
24
Bouchey Financial Group
New York
-$228K -4,635 Closed
CWA
25
Choice Wealth Advisors
Maine
-$211K -4,287 Closed