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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 $28.9M invested in WisdomTree Emerging Markets ESG Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $26.6M → $28.9M (+$2.29M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
3
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
$9.63M +$60.4K +1,921 +0.7%
Bank of America
2
Bank of America
North Carolina
$7.38M +$665K +21,153 +10%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.25M +$96.3K +3,065 +2%
Jane Street
4
Jane Street
New York
$2.37M -$127K -4,049 -5%
LPL Financial
5
LPL Financial
California
$975K +$133K +4,248 +17%
DADC
6
D.A. Davidson & Co
Montana
$846K +$47.1K +1,500 +6%
Creative Planning
7
Creative Planning
Kansas
$461K
VNA
8
Valley National Advisers
Pennsylvania
$382K +$366K +11,643 New
SIAS
9
Shine Investment Advisory Services
Colorado
$323K +$2.26K +72 +0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$260K +$1.98K +63 +0.8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$220K -$320K -10,169 -60%
SMG
12
Smart Money Group
Texas
$219K -$1.03M -32,911 -83%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$212K -$30K -955 -13%
WDL
14
Well Done LLC
Michigan
$206K -$157K -4,992 -44%
AG
15
Advisor Group
Arizona
$68K +$31 +1 +0%
William Blair & Company
16
William Blair & Company
Illinois
$56K +$189 +6 +0.4%
TCWM
17
Total Clarity Wealth Management
Illinois
$55K +$52.8K +1,680 New
WT
18
Whittier Trust
California
$16K
SPIA
19
Steward Partners Investment Advisory
New York
$15K
JFA
20
JNBA Financial Advisors
Minnesota
$3K +$2.73K +87 New
FAAS
21
First Allied Advisory Services
California
-$15K -500 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$4K -146 Closed

RESE Hedge Fund Activity: Q4 2019 in Review

21 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q4 2019, worth a combined $28.9M — up 8.6% from $26.6M a quarter earlier.

Fund positioning in RESE was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $665K. The largest seller was Smart Money Group, cutting an estimated $1.03M.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $28.9M of WisdomTree Emerging Markets ESG Fund stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q4 2019 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q4 2019 was Bank of America, an estimated $665K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q4 2019 was Smart Money Group, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2019.