WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
28 hedge funds and large institutions have $14M invested in WisdomTree U.S. ESG Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
26% more capital invested
Capital invested by funds: $11.1M → $14M (+$2.88M)
22% more funds holding
Funds holding: 23 → 28 (+5)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 2 |
Jane Street
New York
|
+$991K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$466K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$369K |
| 5 |
SG Americas Securities
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$600K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$289K |
| 3 |
Morgan Stanley
New York
|
-$171K |
| 4 |
Bank of New York Mellon
New York
|
-$158K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$149K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $4K | – | – | – |
|
27
BlackRock
New York
| $2K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$25K | -1,050 | Closed |
|
RESP Hedge Fund Activity: Q2 2016 in Review
28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2016, worth a combined $14M — up 26% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RESP positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.33M. The largest seller was LPL Financial, cutting an estimated $600K.
- 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2016, up from 23 in Q1 2016.
- Funds reported $14M of WisdomTree U.S. ESG Fund stock for Q2 2016, up 26% quarter-over-quarter.
- 6 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2016 and 1 closed out, a net change of +5 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2016 was Susquehanna International Group, an estimated $1.33M added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2016 was LPL Financial, an estimated $600K sold.
Based on aggregated 13F filings for Q2 2016.