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RESE

WisdomTree Emerging Markets ESG Fund

Delisted

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

22 hedge funds and large institutions have $15.4M invested in WisdomTree Emerging Markets ESG Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

16% more funds holding

Funds holding: 1922 (+3)

12% less capital invested

Capital invested by funds: $17.6M → $15.4M (-$2.14M)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
3
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
$8.64M +$215K +7,651 +3%
Jane Street
2
Jane Street
New York
$1.15M +$406K +14,458 +55%
LPL Financial
3
LPL Financial
California
$821K -$51.8K -1,842 -6%
DADC
4
D.A. Davidson & Co
Montana
$764K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$716K +$709K +25,221 New
OWM
6
Opes Wealth Management
California
$623K +$81.9K +2,915 +15%
Citadel Advisors
7
Citadel Advisors
Florida
$599K -$42.5K -1,514 -7%
Creative Planning
8
Creative Planning
Kansas
$470K
OMC
9
Old Mission Capital
Illinois
$432K +$427K +15,209 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$361K +$10.2K +362 +3%
CA
11
Cetera Advisors
Colorado
$214K
AFO
12
Arrowroot Family Office
California
$209K -$28.9K -1,027 -12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$204K +$202K +7,178 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$91K -$5.39K -192 -6%
William Blair & Company
15
William Blair & Company
Illinois
$50.6K +$197 +7 +0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$26K -$5.03K -179 -16%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$23.3K +$23.1K +821 New
UBS Group
18
UBS Group
Switzerland
$12.5K +$6.13K +218 +98%
FWM
19
Focused Wealth Management
New York
$9.18K
Morgan Stanley
20
Morgan Stanley
New York
$3.01K +$2.98K +106 New
Wells Fargo
21
Wells Fargo
California
$31
Fidelity Investments
22
Fidelity Investments
Massachusetts
$28 +$28 +1 New
KAS
23
Kestra Advisory Services
Texas
-$3.54M -126,239 Closed
FTUS
24
Flow Traders U.S.
New York
-$726K -25,867 Closed
AWM
25
Accel Wealth Management
Iowa
-$5.23K -186 Closed

RESE Hedge Fund Activity: Q2 2023 in Review

22 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q2 2023, worth a combined $15.4M — down 12% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RESE positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $709K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $3.54M sold.

  • 22 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $15.4M of WisdomTree Emerging Markets ESG Fund stock for Q2 2023, down 12% quarter-over-quarter.
  • 6 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q2 2023 was Susquehanna International Group, an estimated $709K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q2 2023 was Kestra Advisory Services, an estimated $3.54M sold.

Based on aggregated 13F filings for Q2 2023.