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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 $17.8M invested in WisdomTree Emerging Markets ESG Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $18M → $17.8M (-$242K)

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
3
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
$9.53M +$289K +7,440 +3%
KAS
2
Kestra Advisory Services
Texas
$2.56M +$460K +11,840 +22%
DADC
3
D.A. Davidson & Co
Montana
$1.13M +$7.76K +200 +0.7%
Jane Street
4
Jane Street
New York
$840K +$433K +11,160 +109%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$798K -$374K -9,635 -32%
Citadel Advisors
6
Citadel Advisors
Florida
$700K -$999K -25,730 -59%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$457K +$117K +3,004 +35%
OMC
8
Old Mission Capital
Illinois
$443K +$194K +5,000 +79%
MMA
9
Miracle Mile Advisors
California
$363K +$24.8K +639 +7%
LPL Financial
10
LPL Financial
California
$358K -$48.5K -1,250 -12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$247K +$37.7K +972 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$134K
William Blair & Company
13
William Blair & Company
Illinois
$68K +$116 +3 +0.2%
UBS Group
14
UBS Group
Switzerland
$45K +$42.9K +1,105 +2,631%
Osaic Holdings
15
Osaic Holdings
Arizona
$42K +$9.2K +237 +29%
PA
16
Perennial Advisors
New York
$27K
AWM
17
Accel Wealth Management
Iowa
$23K +$116 +3 +0.5%
SPIA
18
Steward Partners Investment Advisory
New York
$19K
PWP
19
Personal Wealth Partners
Minnesota
$6K +$6.37K +164 New
Creative Planning
20
Creative Planning
Kansas
-$1.09M -29,022 Closed
TCWM
21
Total Clarity Wealth Management
Illinois
-$52K -1,375 Closed
Wells Fargo
22
Wells Fargo
California
+$39 +1 New

RESE Hedge Fund Activity: Q2 2021 in Review

21 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q2 2021, worth a combined $17.8M — down 1.3% from $18M a quarter earlier.

Fund positioning in RESE was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 12 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $460K. The largest seller was Creative Planning, exiting entirely with an estimated $1.09M sold.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $17.8M of WisdomTree Emerging Markets ESG Fund stock for Q2 2021, down 1.3% quarter-over-quarter.
  • 2 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q2 2021 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q2 2021 was Kestra Advisory Services, an estimated $460K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q2 2021 was Creative Planning, an estimated $1.09M sold.

Based on aggregated 13F filings for Q2 2021.