WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
28 hedge funds and large institutions have $42.2M invested in WisdomTree U.S. ESG Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
33% more funds holding
Funds holding: 21 → 28 (+7)
31% more capital invested
Capital invested by funds: $32.1M → $42.2M (+$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$2.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.28M |
| 3 |
Morgan Stanley
New York
|
+$769K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$739K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$628K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$381K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$351K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$166K |
| 5 |
LPL Financial
San Diego,
California
|
-$43.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $6K | – | – | – |
|
|
BC
27
Bartlett & Co
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| – | -$381K | -16,101 | Closed |
|
|
29
Ameriprise
Minneapolis,
Minnesota
| – | -$166K | -7,047 | Closed |
|
30
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$14K | -600 | Closed |
|
31
Parallax Volatility Advisers
San Francisco,
California
| – | +$72 | +3 | New |
|
RESP Hedge Fund Activity: Q4 2014 in Review
28 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2014, worth a combined $42.2M — up 31% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new RESP positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Wharton Business Group, adding an estimated $2.95M. The largest seller was Bank of New York Mellon, cutting an estimated $628K.
- 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2014, up from 21 in Q3 2014.
- Funds reported $42.2M of WisdomTree U.S. ESG Fund stock for Q4 2014, up 31% quarter-over-quarter.
- 10 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2014 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2014 was Wharton Business Group, an estimated $2.95M added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2014 was Bank of New York Mellon, an estimated $628K sold.
Based on aggregated 13F filings for Q4 2014.