WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
23 hedge funds and large institutions have $41M invested in WisdomTree U.S. ESG Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
3% less capital invested
Capital invested by funds: $42.2M → $41M (-$1.27M)
18% less funds holding
Funds holding: 28 → 23 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.52M |
| 2 |
Morgan Stanley
New York
|
+$711K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$407K |
| 4 |
CC
Courier Capital
Buffalo,
New York
|
+$263K |
| 5 |
Bank of New York Mellon
New York
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.62M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$2.18M |
| 3 |
NFG
NewFocus Financial Group
Vancouver,
Washington
|
-$485K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$427K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$313K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
26
Concert Wealth Management
San Jose,
California
| – | -$313K | -12,792 | Closed |
|
27
Citadel Advisors
Miami,
Florida
| – | -$264K | -10,710 | Closed |
|
|
NPC
28
National Planning Corporation
El Segundo,
California
| – | -$192K | -7,950 | Closed |
|
|
RMAM
29
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$37K | -1,473 | Closed |
|
|
RIA
30
Regal Investment Advisors
Kentwood,
Michigan
| – | -$18K | -717 | Closed |
|
|
MFS
31
MSI Financial Services
Springfield,
Massachusetts
| – | -$6K | -240 | Closed |
|
RESP Hedge Fund Activity: Q1 2015 in Review
23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2015, worth a combined $41M — down 3% from $42.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of RESP and 4 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.52M. The largest seller was Bank of America, cutting an estimated $2.62M.
- 23 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2015, down from 28 in Q4 2014.
- Funds reported $41M of WisdomTree U.S. ESG Fund stock for Q1 2015, down 3% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2015 and 9 closed out, a net change of -5 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2015 was Susquehanna International Group, an estimated $3.52M added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2015 was Bank of America, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2015.