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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

20 hedge funds and large institutions have $17.4M invested in WisdomTree Emerging Markets ESG Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $17.8M → $17.4M (-$355K)

5% less funds holding

Funds holding: 2120 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
6
Closed
5
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
$8.92M +$332K +8,861 +4%
KAS
2
Kestra Advisory Services
Texas
$2.46M +$154K +4,122 +6%
Creative Planning
3
Creative Planning
Kansas
$1.03M +$1.09M +29,022 New
DADC
4
D.A. Davidson & Co
Montana
$1.01M -$7.49K -200 -0.7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$586K -$142K -3,781 -19%
Jane Street
6
Jane Street
New York
$550K -$220K -5,885 -27%
Citadel Advisors
7
Citadel Advisors
Florida
$533K -$104K -2,775 -16%
CA
8
Cetera Advisors
Colorado
$440K +$464K +12,393 New
OMC
9
Old Mission Capital
Illinois
$401K
LPL Financial
10
LPL Financial
California
$352K +$30.7K +821 +9%
FTUS
11
Flow Traders U.S.
New York
$306K +$323K +8,625 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$280K +$60.9K +1,627 +26%
MMA
13
Miracle Mile Advisors
California
$264K -$66.9K -1,787 -19%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$121K
William Blair & Company
15
William Blair & Company
Illinois
$62K +$337 +9 +0.5%
TCWM
16
Total Clarity Wealth Management
Illinois
$49K +$51.5K +1,375 New
Osaic Holdings
17
Osaic Holdings
Arizona
$38K
SPIA
18
Steward Partners Investment Advisory
New York
$17K
AWM
19
Accel Wealth Management
Iowa
$11K -$9.44K -252 -44%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-$457K -11,630 Closed
UBS Group
21
UBS Group
Switzerland
-$45K -1,147 Closed
PA
22
Perennial Advisors
New York
-$27K -694 Closed
PWP
23
Personal Wealth Partners
Minnesota
-$6K -164 Closed

RESE Hedge Fund Activity: Q3 2021 in Review

20 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q3 2021, worth a combined $17.4M — down 2% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RESE and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Creative Planning, opening a new position worth an estimated $1.09M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $457K sold.

  • 20 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q3 2021, down from 21 in Q2 2021.
  • Funds reported $17.4M of WisdomTree Emerging Markets ESG Fund stock for Q3 2021, down 2% quarter-over-quarter.
  • 4 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q3 2021 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q3 2021 was Creative Planning, an estimated $1.09M added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $457K sold.

Based on aggregated 13F filings for Q3 2021.