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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

19 hedge funds and large institutions have $25.4M invested in WisdomTree Emerging Markets ESG Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

10% less funds holding

Funds holding: 2119 (-2)

12% less capital invested

Capital invested by funds: $28.9M → $25.4M (-$3.49M)

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$7.03M +$8.82M +300,000 New
CIBC World Market
2
CIBC World Market
Ontario, Canada
$5.46M -$1.77M -60,203 -21%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.65M -$111K -3,792 -2%
Citadel Advisors
4
Citadel Advisors
Florida
$3.6M +$4.51M +153,409 New
Jane Street
5
Jane Street
New York
$2.19M +$635K +21,585 +30%
Bank of America
6
Bank of America
North Carolina
$837K -$5.55M -188,883 -84%
DADC
7
D.A. Davidson & Co
Montana
$627K +$29.4K +1,000 +4%
LPL Financial
8
LPL Financial
California
$609K -$109K -3,717 -13%
Creative Planning
9
Creative Planning
Kansas
$465K +$171K +5,825 +42%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$379K +$475K +16,174 New
BOPW
11
Brandywine Oak Private Wealth
Pennsylvania
$321K +$403K +13,701 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$82K +$103K +3,493 New
WT
13
Whittier Trust
California
$70K +$73.5K +2,500 +500%
William Blair & Company
14
William Blair & Company
Illinois
$40K +$29 +1 +0.1%
UBS Group
15
UBS Group
Switzerland
$27K +$34.4K +1,170 New
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$26K +$32.5K +1,104 New
Osaic Holdings
17
Osaic Holdings
Arizona
$18K +$23.3K +792 New
SPIA
18
Steward Partners Investment Advisory
New York
$11K
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$188K -6,400 -99%
VNA
20
Valley National Advisers
Pennsylvania
-$382K -11,643 Closed
SIAS
21
Shine Investment Advisory Services
Colorado
-$323K -9,847 Closed
Bank of New York Mellon
22
Bank of New York Mellon
New York
-$260K -7,944 Closed
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
-$220K -6,686 Closed
SMG
24
Smart Money Group
Texas
-$219K -6,679 Closed
WDL
25
Well Done LLC
Michigan
-$206K -6,285 Closed

RESE Hedge Fund Activity: Q1 2020 in Review

19 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q1 2020, worth a combined $25.4M — down 12% from $28.9M a quarter earlier.

Fund positioning in RESE was balanced in Q1 2020: 8 funds opened new positions, 8 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $8.82M. The largest seller was Bank of America, cutting an estimated $5.55M.

  • 19 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q1 2020, down from 21 in Q4 2019.
  • Funds reported $25.4M of WisdomTree Emerging Markets ESG Fund stock for Q1 2020, down 12% quarter-over-quarter.
  • 8 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q1 2020 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q1 2020 was Credit Suisse, an estimated $8.82M added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q1 2020 was Bank of America, an estimated $5.55M sold.

Based on aggregated 13F filings for Q1 2020.