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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 $18M invested in WisdomTree Emerging Markets ESG Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

11% more funds holding

Funds holding: 1921 (+2)

10% less capital invested

Capital invested by funds: $20M → $18M (-$2M)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
6
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
$8.87M +$57K +1,495 +0.6%
KAS
2
Kestra Advisory Services
Texas
$2.01M +$2.03M +53,379 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.64M +$1.34M +35,064 +413%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.13M -$526K -13,812 -32%
Creative Planning
5
Creative Planning
Kansas
$1.09M
DADC
6
D.A. Davidson & Co
Montana
$1.07M +$1.49K +39 +0.1%
LPL Financial
7
LPL Financial
California
$391K +$29.7K +779 +8%
Jane Street
8
Jane Street
New York
$386K -$1.32M -34,560 -77%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$325K +$329K +8,626 New
MMA
10
Miracle Mile Advisors
California
$324K -$58.2K -1,527 -15%
OMC
11
Old Mission Capital
Illinois
$237K +$240K +6,292 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$200K -$52.6K -1,379 -21%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$128K -$3.81K -100 -3%
William Blair & Company
14
William Blair & Company
Illinois
$65K +$114 +3 +0.2%
TCWM
15
Total Clarity Wealth Management
Illinois
$52K +$52.4K +1,375 New
Osaic Holdings
16
Osaic Holdings
Arizona
$31K
PA
17
Perennial Advisors
New York
$26K +$10.8K +283 +69%
AWM
18
Accel Wealth Management
Iowa
$22K +$38 +1 +0.2%
SPIA
19
Steward Partners Investment Advisory
New York
$18.3K
UBS Group
20
UBS Group
Switzerland
$2K -$3.13K -82 -66%
BFG
21
Berger Financial Group
Minnesota
-$4.18M -116,877 Closed
FTUS
22
Flow Traders U.S.
New York
-$539K -15,067 Closed
OAP
23
One Advisory Partners
Kansas
-$211K -5,900 Closed
Fidelity Investments
24
Fidelity Investments
Massachusetts
+$38 +1 New

RESE Hedge Fund Activity: Q1 2021 in Review

21 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q1 2021, worth a combined $18M — down 10% from $20M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RESE positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.03M. The largest seller was Berger Financial Group, exiting entirely with an estimated $4.18M sold.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $18M of WisdomTree Emerging Markets ESG Fund stock for Q1 2021, down 10% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q1 2021 was Kestra Advisory Services, an estimated $2.03M added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q1 2021 was Berger Financial Group, an estimated $4.18M sold.

Based on aggregated 13F filings for Q1 2021.