WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
29 hedge funds and large institutions have $16.6M invested in WisdomTree U.S. ESG Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.
9% less funds holding
Funds holding: 32 → 29 (-3)
14% less capital invested
Capital invested by funds: $19.2M → $16.6M (-$2.65M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$629K |
| 2 |
Goldman Sachs
New York
|
+$223K |
| 3 |
LPL Financial
San Diego,
California
|
+$201K |
| 4 |
Jane Street
New York
|
+$199K |
| 5 |
Bank of New York Mellon
New York
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$298K |
| 4 |
IAA
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
-$255K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
26
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.33K | – | – | – |
|
|
BC
27
Bartlett & Co
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $3.88K | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$3.4M | -119,453 | Closed |
|
|
IAA
30
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| – | -$255K | -8,950 | Closed |
|
|
AIC
31
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$180K | -6,336 | Closed |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -550 | Closed |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| – | -$6K | -207 | Closed |
|
RESP Hedge Fund Activity: Q1 2019 in Review
29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2019, worth a combined $16.6M — down 14% from $19.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of RESP and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Royal Bank of Canada, adding an estimated $629K. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.4M sold.
- 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2019, down from 32 in Q4 2018.
- Funds reported $16.6M of WisdomTree U.S. ESG Fund stock for Q1 2019, down 14% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2019 and 6 closed out, a net change of -3 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $629K added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.4M sold.
Based on aggregated 13F filings for Q1 2019.