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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

RESE was delisted on the 26th of January, 2024.

21 hedge funds and large institutions have $26.6M invested in WisdomTree Emerging Markets ESG Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

24% more funds holding

Funds holding: 1721 (+4)

7% less capital invested

Capital invested by funds: $28.7M → $26.6M (-$2M)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
1
CIBC World Market
Ontario, Canada
$8.73M +$251K +8,225 +3%
Bank of America
2
Bank of America
North Carolina
$6.1M +$829K +27,163 +15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.7M +$40.2K +1,318 +0.8%
Jane Street
4
Jane Street
New York
$2.28M +$873K +28,599 +60%
SMG
5
Smart Money Group
Texas
$1.19M +$1.34K +44 +0.1%
LPL Financial
6
LPL Financial
California
$762K +$16K +525 +2%
DADC
7
D.A. Davidson & Co
Montana
$727K -$12.2K -400 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$505K +$251K +8,239 +96%
Creative Planning
9
Creative Planning
Kansas
$420K +$428K +14,020 New
WDL
10
Well Done LLC
Michigan
$338K -$7.63K -250 -2%
SIAS
11
Shine Investment Advisory Services
Colorado
$293K +$5.77K +189 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$236K +$610 +20 +0.3%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$222K -$61.4K -2,011 -21%
AG
14
Advisor Group
Arizona
$61K +$44.7K +1,463 +246%
William Blair & Company
15
William Blair & Company
Illinois
$51K +$488 +16 +1%
FAAS
16
First Allied Advisory Services
California
$15K +$15.3K +500 New
WT
17
Whittier Trust
California
$15K +$15.3K +500 New
SPIA
18
Steward Partners Investment Advisory
New York
$14K +$14.7K +480 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K +$4.46K +146 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$2.13M -67,567 Closed
Goldman Sachs
21
Goldman Sachs
New York
-$1.2M -38,006 Closed
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$48.6K -1,593 -100%
Fidelity Investments
23
Fidelity Investments
Massachusetts
+$31 +1 New

RESE Hedge Fund Activity: Q3 2019 in Review

21 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q3 2019, worth a combined $26.6M — down 7% from $28.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RESE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $873K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.13M sold.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q3 2019, up from 17 in Q2 2019.
  • Funds reported $26.6M of WisdomTree Emerging Markets ESG Fund stock for Q3 2019, down 7% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q3 2019 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q3 2019 was Jane Street, an estimated $873K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q3 2019 was Susquehanna International Group, an estimated $2.13M sold.

Based on aggregated 13F filings for Q3 2019.