WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
29 hedge funds and large institutions have $13.6M invested in WisdomTree U.S. ESG Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
52% more capital invested
Capital invested by funds: $8.96M → $13.6M (+$4.67M)
21% more funds holding
Funds holding: 24 → 29 (+5)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.53M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
+$709K |
| 3 |
Bank of New York Mellon
New York
|
+$708K |
| 4 |
Jane Street
New York
|
+$355K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$578K |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$214K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$29.7K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.4K |
| 5 |
Morgan Stanley
New York
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
BCWM
27
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.53K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $4.02K | – | – | – |
|
|
FHC
29
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$214K | -6,779 | Closed |
|
30
BlackRock
New York
| – | -$2K | -59 | Closed |
|
RESP Hedge Fund Activity: Q3 2018 in Review
29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2018, worth a combined $13.6M — up 52% from $8.96M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RESP positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.53M. The largest seller was Ironsides Asset Advisors, cutting an estimated $578K.
- 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2018, up from 24 in Q2 2018.
- Funds reported $13.6M of WisdomTree U.S. ESG Fund stock for Q3 2018, up 52% quarter-over-quarter.
- 7 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2018 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q3 2018 was Susquehanna International Group, an estimated $2.53M added.
- The largest WisdomTree U.S. ESG Fund seller in Q3 2018 was Ironsides Asset Advisors, an estimated $578K sold.
Based on aggregated 13F filings for Q3 2018.