WisdomTree Emerging Markets ESG Fund
RESE
RESE was delisted on the 26th of January, 2024.
12 hedge funds and large institutions have $12.5M invested in WisdomTree Emerging Markets ESG Fund in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
71% more funds holding
Funds holding: 7 → 12 (+5)
8% more capital invested
Capital invested by funds: $11.5M → $12.5M (+$974K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.39M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$257K |
| 3 |
SIAS
Shine Investment Advisory Services
Lone Tree,
Colorado
|
+$200K |
| 4 |
AssetMark Inc
Concord,
California
|
+$51.1K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.54M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$45.1K |
| 3 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$13K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$4.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $10.2M | +$1.39M | +42,984 | +16% |
|
|
2
Jane Street
New York
| $921K | -$1.54M | -47,550 | -63% |
|
|
SIAS
3
Shine Investment Advisory Services
Lone Tree,
Colorado
| $419K | +$200K | +6,185 | +96% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $363K | -$45.1K | -1,394 | -11% |
|
|
LNC
5
Lincoln National Corp
Radnor,
Pennsylvania
| $264K | +$257K | +7,962 | New |
|
|
WDL
6
Well Done LLC
Holland,
Michigan
| $217K | – | – | – |
|
|
7
AssetMark Inc
Concord,
California
| $52K | +$51.1K | +1,580 | New |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $30K | +$29.1K | +900 | New |
|
|
AWA
9
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $21K | +$19.3K | +598 | New |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $14K | -$4.04K | -125 | -23% |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | +$6.76K | +209 | New |
|
12
Bank of America
Charlotte,
North Carolina
| $4K | +$4.07K | +126 | New |
|
|
LYV
13
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$13K | -400 | Closed |
|
RESE Hedge Fund Activity: Q4 2017 in Review
12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q4 2017, worth a combined $12.5M — up 8.5% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RESE positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.39M. The largest seller was Jane Street, cutting an estimated $1.54M.
- 12 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q4 2017, up from 7 in Q3 2017.
- Funds reported $12.5M of WisdomTree Emerging Markets ESG Fund stock for Q4 2017, up 8.5% quarter-over-quarter.
- 6 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree Emerging Markets ESG Fund buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.39M added.
- The largest WisdomTree Emerging Markets ESG Fund seller in Q4 2017 was Jane Street, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2017.