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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 $14.4M invested in WisdomTree Emerging Markets ESG Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

7% less capital invested

Capital invested by funds: $15.4M → $14.4M (-$1M)

14% less funds holding

Funds holding: 2219 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
6
Closed
4
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
$8.22M -$850 -30 -0%
OWM
2
Opes Wealth Management
California
$877K +$299K +10,545 +48%
Creative Planning
3
Creative Planning
Kansas
$795K +$365K +12,868 +78%
LPL Financial
4
LPL Financial
California
$750K -$32K -1,128 -4%
Jane Street
5
Jane Street
New York
$651K -$465K -16,418 -41%
Goldman Sachs
6
Goldman Sachs
New York
$622K +$652K +23,026 New
DADC
7
D.A. Davidson & Co
Montana
$584K -$150K -5,300 -20%
OMC
8
Old Mission Capital
Illinois
$488K +$80.7K +2,847 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$353K -$344K -12,141 -48%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$320K -$24.7K -873 -7%
UBS Group
11
UBS Group
Switzerland
$243K +$242K +8,559 +1,945%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$207K +$14K +495 +7%
CA
13
Cetera Advisors
Colorado
$203K
William Blair & Company
14
William Blair & Company
Illinois
$48.4K +$255 +9 +0.5%
Osaic Holdings
15
Osaic Holdings
Arizona
$24.7K
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$21.9K
FWM
17
Focused Wealth Management
New York
$8.73K
Morgan Stanley
18
Morgan Stanley
New York
$2.86K
Wells Fargo
19
Wells Fargo
California
$29
Citadel Advisors
20
Citadel Advisors
Florida
-$599K -21,104 Closed
AFO
21
Arrowroot Family Office
California
-$209K -7,340 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$91K -3,200 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$28 -1 Closed

RESE Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q3 2023, worth a combined $14.4M — down 6.5% from $15.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RESE and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $652K. The largest seller was Citadel Advisors, exiting entirely with an estimated $599K sold.

  • 19 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q3 2023, down from 22 in Q2 2023.
  • Funds reported $14.4M of WisdomTree Emerging Markets ESG Fund stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 1 fund opened new WisdomTree Emerging Markets ESG Fund positions in Q3 2023 and 4 closed out, a net change of -3 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q3 2023 was Goldman Sachs, an estimated $652K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q3 2023 was Citadel Advisors, an estimated $599K sold.

Based on aggregated 13F filings for Q3 2023.