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RESP

WisdomTree U.S. ESG Fund

Delisted

RESP was delisted on the 26th of January, 2024.

28 hedge funds and large institutions have $21.5M invested in WisdomTree U.S. ESG Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

19% more capital invested

Capital invested by funds: $18M → $21.5M (+$3.51M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 2928 (-1)

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Argentus Capital Management
Texas
$2K +$2.15K +90 New
SCA
27
Strategic Capital Alternatives
United States
$2K +$2.15K +90 New
WBG
28
Wharton Business Group
Pennsylvania
-$21.1K -858,234 Closed
HF
29
HRT Financial
New York
-$258K -10,539 Closed
Ameriprise
30
Ameriprise
Minnesota
-$203K -8,244 Closed
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
-$11K -456 Closed
Citigroup
32
Citigroup
New York
-$1K -42 Closed

RESP Hedge Fund Activity: Q3 2015 in Review

28 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2015, worth a combined $21.5M — up 19% from $18M a quarter earlier.

Fund positioning in RESP was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.36M. The largest seller was HRT Financial, exiting entirely with an estimated $258K sold.

  • 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2015, down from 29 in Q2 2015.
  • Funds reported $21.5M of WisdomTree U.S. ESG Fund stock for Q3 2015, up 19% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2015 was Citadel Advisors, an estimated $2.36M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2015 was HRT Financial, an estimated $258K sold.

Based on aggregated 13F filings for Q3 2015.