WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
29 hedge funds and large institutions have $18M invested in WisdomTree U.S. ESG Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
26% more funds holding
Funds holding: 23 → 29 (+6)
56% less capital invested
Capital invested by funds: $41M → $18M (-$23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$547K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$379K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
+$333K |
| 5 |
HF
HRT Financial
New York
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.49M |
| 2 |
Bank of New York Mellon
New York
|
-$1.13M |
| 3 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$129K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$97K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$74.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $4K | -$74.2K | -2,961 | -94% |
|
|
BC
27
Bartlett & Co
Cincinnati,
Ohio
| $4K | – | – | – |
|
28
Citigroup
New York
| $1K | +$1.05K | +42 | New |
|
|
29
Bank of New York Mellon
New York
| – | -$1.13M | -45,516 | Closed |
|
|
PCM
30
Parsons Capital Management
Providence,
Rhode Island
| – | -$129K | -5,199 | Closed |
|
RESP Hedge Fund Activity: Q2 2015 in Review
29 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2015, worth a combined $18M — down 56% from $41M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RESP positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.51M. The largest seller was Wells Fargo, cutting an estimated $4.49M.
- 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2015, up from 23 in Q1 2015.
- Funds reported $18M of WisdomTree U.S. ESG Fund stock for Q2 2015, down 56% quarter-over-quarter.
- 8 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2015 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $2.51M added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2015 was Wells Fargo, an estimated $4.49M sold.
Based on aggregated 13F filings for Q2 2015.