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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 $16.4M invested in WisdomTree Emerging Markets ESG Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $14.4M → $16.4M (+$1.98M)

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
6
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
$9.13M +$215K +7,814 +3%
Jane Street
2
Jane Street
New York
$1.06M +$333K +12,091 +50%
OWM
3
Opes Wealth Management
California
$998K +$44.8K +1,625 +5%
LPL Financial
4
LPL Financial
California
$896K +$78.9K +2,863 +10%
Creative Planning
5
Creative Planning
Kansas
$861K
FTUS
6
Flow Traders U.S.
New York
$687K +$647K +23,462 New
DADC
7
D.A. Davidson & Co
Montana
$633K
KF
8
Krilogy Financial
Missouri
$392K +$369K +13,396 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$309K -$69.6K -2,524 -19%
CA
10
Cetera Advisors
Colorado
$299K +$74.4K +2,700 +36%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$278K -$64.9K -2,356 -20%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$268K +$40.4K +1,467 +19%
AFO
13
Arrowroot Family Office
California
$215K +$202K +7,334 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$190K +$179K +6,486 New
TVAMP
15
Tennessee Valley Asset Management Partners
Tennessee
$75.7K +$71.3K +2,587 New
UBS Group
16
UBS Group
Switzerland
$44.2K -$206K -7,489 -83%
Osaic Holdings
17
Osaic Holdings
Arizona
$25.4K -$1.29K -47 -5%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$23.5K
Morgan Stanley
19
Morgan Stanley
New York
$6.29K +$2.98K +108 +102%
FWM
20
Focused Wealth Management
New York
$3.42K -$5.68K -206 -64%
William Blair & Company
21
William Blair & Company
Illinois
$188 -$49.2K -1,785 -100%
Wells Fargo
22
Wells Fargo
California
$12 -$28 -1 Closed
Goldman Sachs
23
Goldman Sachs
New York
-$622K -23,026 Closed
OMC
24
Old Mission Capital
Illinois
-$488K -18,056 Closed

RESE Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ESG Fund (RESE) for Q4 2023, worth a combined $16.4M — up 14% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RESE positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $647K. The largest seller was Goldman Sachs, exiting entirely with an estimated $622K sold.

  • 21 institutional investors held WisdomTree Emerging Markets ESG Fund (RESE) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $16.4M of WisdomTree Emerging Markets ESG Fund stock for Q4 2023, up 14% quarter-over-quarter.
  • 5 funds opened new WisdomTree Emerging Markets ESG Fund positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree Emerging Markets ESG Fund buyer in Q4 2023 was Flow Traders U.S., an estimated $647K added.
  • The largest WisdomTree Emerging Markets ESG Fund seller in Q4 2023 was Goldman Sachs, an estimated $622K sold.

Based on aggregated 13F filings for Q4 2023.