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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

19 hedge funds and large institutions have $16.2M invested in WisdomTree Emerging Markets ESG Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $15.2M → $16.2M (+$1.03M)

10% less funds holding

Funds holding: 2119 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
7
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
$7.96M +$375K +12,379 +5%
KAS
2
Kestra Advisory Services
Texas
$3.03M +$3.21M +106,008 New
FTUS
3
Flow Traders U.S.
New York
$1.69M +$1.79M +59,174 New
DADC
4
D.A. Davidson & Co
Montana
$779K -$12.1K -400 -1%
Creative Planning
5
Creative Planning
Kansas
$473K -$385K -12,720 -43%
LPL Financial
6
LPL Financial
California
$471K -$67.2K -2,220 -12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$432K +$458K +15,116 New
OWM
8
Opes Wealth Management
California
$365K +$34.4K +1,135 +10%
OMC
9
Old Mission Capital
Illinois
$326K
CA
10
Cetera Advisors
Colorado
$257K
MMA
11
Miracle Mile Advisors
California
$214K +$484 +16 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$96K
William Blair & Company
13
William Blair & Company
Illinois
$50K +$182 +6 +0.3%
Osaic Holdings
14
Osaic Holdings
Arizona
$41K +$7.93K +262 +22%
TCWM
15
Total Clarity Wealth Management
Illinois
$35K +$36.9K +1,219 New
AWM
16
Accel Wealth Management
Iowa
$14K +$121 +4 +0.8%
CA
17
CoreCap Advisors
Michigan
$3K +$3.27K +108 New
SPIA
18
Steward Partners Investment Advisory
New York
$1K -$14.1K -467 -96%
Citadel Advisors
19
Citadel Advisors
Florida
-$1.02M -31,161 Closed
Jane Street
20
Jane Street
New York
-$754K -23,091 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$683K -20,912 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$25K -777 Closed
UBS Group
23
UBS Group
Switzerland
-$19K -589 Closed
SWM
24
Spire Wealth Management
Virginia
-$14K -422 Closed

RESE Hedge Fund Activity: Q2 2022 in Review

19 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q2 2022, worth a combined $16.2M — up 6.8% from $15.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of RESE and 5 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.21M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.

  • 19 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q2 2022, down from 21 in Q1 2022.
  • Funds reported $16.2M of WisdomTree Emerging Markets ESG Fund stock for Q2 2022, up 6.8% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q2 2022 was Kestra Advisory Services, an estimated $3.21M added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q2 2022 was Citadel Advisors, an estimated $1.02M sold.

Based on aggregated 13F filings for Q2 2022.