WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
31 hedge funds and large institutions have $17.4M invested in WisdomTree U.S. ESG Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
11% more funds holding
Funds holding: 28 → 31 (+3)
19% less capital invested
Capital invested by funds: $21.5M → $17.4M (-$4.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$834K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$564K |
| 3 |
Jane Street
New York
|
+$455K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$234K |
| 5 |
LPL Financial
San Diego,
California
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.27M |
| 2 |
Bank of New York Mellon
New York
|
-$368K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$240K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$135K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $7K | +$7.19K | +300 | New |
|
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$135K | -5,619 | -96% |
|
|
AIG
28
American International Group
New York
| $4K | -$6.47K | -270 | -60% |
|
|
BC
29
Bartlett & Co
Cincinnati,
Ohio
| $4K | – | – | – |
|
30
BlackRock
New York
| $2K | +$1.73K | +72 | New |
|
|
VKH
31
Virtu KCG Holdings
New York
| – | -$240K | -10,683 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$4K | -180 | Closed |
|
|
ACM
33
Argentus Capital Management
Dallas,
Texas
| – | -$2.16K | -90 | Closed |
|
RESP Hedge Fund Activity: Q4 2015 in Review
31 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2015, worth a combined $17.4M — down 19% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RESP positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $834K. The largest seller was Susquehanna International Group, cutting an estimated $7.27M.
- 31 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2015, up from 28 in Q3 2015.
- Funds reported $17.4M of WisdomTree U.S. ESG Fund stock for Q4 2015, down 19% quarter-over-quarter.
- 7 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2015 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2015 was Morgan Stanley, an estimated $834K added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2015 was Susquehanna International Group, an estimated $7.27M sold.
Based on aggregated 13F filings for Q4 2015.