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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 $15.2M invested in WisdomTree Emerging Markets ESG Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

11% less capital invested

Capital invested by funds: $17M → $15.2M (-$1.8M)

19% less funds holding

Funds holding: 2621 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
21
Holders Change
-5
Holders Change %
-19.23%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
7
Closed
6
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
$8.7M +$200K +5,892 +2%
Citadel Advisors
2
Citadel Advisors
Florida
$1.02M -$153K -4,504 -13%
Creative Planning
3
Creative Planning
Kansas
$956K +$8.29K +244 +0.8%
DADC
4
D.A. Davidson & Co
Montana
$903K -$40.8K -1,200 -4%
Jane Street
5
Jane Street
New York
$754K -$95.4K -2,807 -11%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$683K +$39K +1,148 +6%
LPL Financial
7
LPL Financial
California
$611K +$263K +7,753 +71%
OWM
8
Opes Wealth Management
California
$381K +$138K +4,055 +53%
OMC
9
Old Mission Capital
Illinois
$372K +$3.4K +100 +0.9%
CA
10
Cetera Advisors
Colorado
$294K -$259K -7,623 -46%
MMA
11
Miracle Mile Advisors
California
$244K +$238 +7 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$111K
William Blair & Company
13
William Blair & Company
Illinois
$57K +$102 +3 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$38K +$4.76K +140 +14%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$25K +$20.9K +616 +383%
UBS Group
16
UBS Group
Switzerland
$19K -$29.6K -872 -60%
AWM
17
Accel Wealth Management
Iowa
$17K -$2.69K -79 -14%
SPIA
18
Steward Partners Investment Advisory
New York
$16K
SWM
19
Spire Wealth Management
Virginia
$14K +$14.3K +422 New
FTUS
20
Flow Traders U.S.
New York
-$370K -10,484 Closed
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
-$262K -7,430 Closed
TCWM
22
Total Clarity Wealth Management
Illinois
-$49K -1,375 Closed
AA
23
Addison Advisors
Vermont
-$9K -250 Closed
CA
24
CoreCap Advisors
Michigan
-$4K -119 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$272 -8 -89%

RESE Hedge Fund Activity: Q1 2022 in Review

21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q1 2022, worth a combined $15.2M — down 11% from $17M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RESE and 1 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was LPL Financial, adding an estimated $263K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $370K sold.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q1 2022, down from 26 in Q4 2021.
  • Funds reported $15.2M of WisdomTree Emerging Markets ESG Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 1 fund opened new WisdomTree Emerging Markets ESG Fund positions in Q1 2022 and 6 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q1 2022 was LPL Financial, an estimated $263K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q1 2022 was Flow Traders U.S., an estimated $370K sold.

Based on aggregated 13F filings for Q1 2022.