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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

17 hedge funds and large institutions have $17.7M invested in WisdomTree Emerging Markets ESG Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 1917 (-2)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

31% less capital invested

Capital invested by funds: $25.4M → $17.7M (-$7.78M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
4
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
$6.4M -$64.2K -2,474 -1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.53M -$748K -28,798 -18%
Citadel Advisors
3
Citadel Advisors
Florida
$2.27M -$1.86M -71,728 -47%
Jane Street
4
Jane Street
New York
$2.22M -$358K -13,784 -15%
Creative Planning
5
Creative Planning
Kansas
$851K +$280K +10,780 +54%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$836K +$361K +13,923 +86%
DADC
7
D.A. Davidson & Co
Montana
$771K +$26K +1,000 +4%
LPL Financial
8
LPL Financial
California
$477K -$228K -8,802 -34%
UBS Group
9
UBS Group
Switzerland
$107K +$69.6K +2,680 +229%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$97K
William Blair & Company
11
William Blair & Company
Illinois
$47K +$156 +6 +0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$22K +$26 +1 +0.1%
SPIA
13
Steward Partners Investment Advisory
New York
$13K
PAG
14
Private Advisor Group
New Jersey
$12K +$11.2K +430 New
PA
15
Perennial Advisors
New York
$10K +$9.76K +376 New
Bank of America
16
Bank of America
North Carolina
$4K -$924K -35,598 -100%
CS
17
Credit Suisse
Switzerland
-$7.03M -300,000 Closed
BOPW
18
Brandywine Oak Private Wealth
Pennsylvania
-$321K -13,701 Closed
WT
19
Whittier Trust
California
-$70K -3,000 Closed
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
-$26K -1,104 Closed
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
-$883 -34 -72%

RESE Hedge Fund Activity: Q2 2020 in Review

17 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q2 2020, worth a combined $17.7M — down 31% from $25.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RESE and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $361K. The largest seller was Credit Suisse, exiting entirely with an estimated $7.03M sold.

  • 17 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q2 2020, down from 19 in Q1 2020.
  • Funds reported $17.7M of WisdomTree Emerging Markets ESG Fund stock for Q2 2020, down 31% quarter-over-quarter.
  • 2 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q2 2020 and 4 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q2 2020 was Susquehanna International Group, an estimated $361K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q2 2020 was Credit Suisse, an estimated $7.03M sold.

Based on aggregated 13F filings for Q2 2020.