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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

17 hedge funds and large institutions have $14M invested in WisdomTree Emerging Markets ESG Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

11% less funds holding

Funds holding: 1917 (-2)

14% less capital invested

Capital invested by funds: $16.2M → $14M (-$2.27M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
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
$6.92M +$114K +4,084 +1%
KAS
2
Kestra Advisory Services
Texas
$3.15M +$635K +22,859 +22%
FTUS
3
Flow Traders U.S.
New York
$1.01M -$496K -17,841 -30%
DADC
4
D.A. Davidson & Co
Montana
$676K +$9.73K +350 +1%
LPL Financial
5
LPL Financial
California
$415K +$12.7K +457 +3%
Creative Planning
6
Creative Planning
Kansas
$405K
OWM
7
Opes Wealth Management
California
$376K +$71K +2,555 +20%
Jane Street
8
Jane Street
New York
$289K +$328K +11,800 New
OMC
9
Old Mission Capital
Illinois
$281K +$2.78K +100 +0.9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$275K -$108K -3,876 -26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$83K
William Blair & Company
12
William Blair & Company
Illinois
$43K +$473 +17 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$29K -$7.37K -265 -18%
AWM
14
Accel Wealth Management
Iowa
$5K -$9.01K -324 -64%
FWM
15
Focused Wealth Management
New York
$2K +$1.72K +62 New
CA
16
Cetera Advisors
Colorado
-$257K -9,000 Closed
MMA
17
Miracle Mile Advisors
California
-$214K -7,490 Closed
TCWM
18
Total Clarity Wealth Management
Illinois
-$35K -1,219 Closed
CA
19
CoreCap Advisors
Michigan
-$3K -108 Closed
SPIA
20
Steward Partners Investment Advisory
New York
-$1K -19 Closed
Fidelity Investments
21
Fidelity Investments
Massachusetts
+$28 +1 New

RESE Hedge Fund Activity: Q3 2022 in Review

17 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q3 2022, worth a combined $14M — down 14% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RESE and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 7 added.

The largest buyer was Kestra Advisory Services, adding an estimated $635K. The largest seller was Flow Traders U.S., cutting an estimated $496K.

  • 17 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q3 2022, down from 19 in Q2 2022.
  • Funds reported $14M of WisdomTree Emerging Markets ESG Fund stock for Q3 2022, down 14% quarter-over-quarter.
  • 3 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q3 2022 was Kestra Advisory Services, an estimated $635K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q3 2022 was Flow Traders U.S., an estimated $496K sold.

Based on aggregated 13F filings for Q3 2022.