WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
29 hedge funds and large institutions have $17.8M invested in WisdomTree U.S. ESG Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
27% more capital invested
Capital invested by funds: $14M → $17.8M (+$3.8M)
4% more funds holding
Funds holding: 28 → 29 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1M |
| 3 |
SG Americas Securities
New York
|
+$769K |
| 4 |
Jane Street
New York
|
+$753K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$410K |
| 2 |
Bank of New York Mellon
New York
|
-$317K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$178K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$86K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $7K | – | – | – |
|
|
BC
27
Bartlett & Co
Cincinnati,
Ohio
| $4K | – | – | – |
|
28
BlackRock
New York
| $2K | – | – | – |
|
|
VKH
29
Virtu KCG Holdings
New York
| – | -$410K | -17,328 | Closed |
|
RESP Hedge Fund Activity: Q3 2016 in Review
29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2016, worth a combined $17.8M — up 27% from $14M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RESP positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.2M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $410K sold.
- 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $17.8M of WisdomTree U.S. ESG Fund stock for Q3 2016, up 27% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2016 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q3 2016 was Citadel Advisors, an estimated $1.2M added.
- The largest WisdomTree U.S. ESG Fund seller in Q3 2016 was Virtu KCG Holdings, an estimated $410K sold.
Based on aggregated 13F filings for Q3 2016.