WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
28 hedge funds and large institutions have $14.8M invested in WisdomTree U.S. ESG Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.
3% less funds holding
Funds holding: 29 → 28 (-1)
11% less capital invested
Capital invested by funds: $16.6M → $14.8M (-$1.76M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$955K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$70.6K |
| 3 |
LPL Financial
San Diego,
California
|
+$57.5K |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$34.1K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$1.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$794K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$580K |
| 4 |
Jane Street
New York
|
-$206K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $4K | – | – | – |
|
|
GTAM
27
Global Trust Asset Management
West Palm Beach,
Florida
| $1K | +$1.28K | +39 | New |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$794K | -24,576 | Closed |
|
|
29
Jane Street
New York
| – | -$206K | -6,370 | Closed |
|
|
AIA
30
Alera Investment Advisors
Deerfield,
Illinois
| – | -$28K | -868 | Closed |
|
RESP Hedge Fund Activity: Q2 2019 in Review
28 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2019, worth a combined $14.8M — down 11% from $16.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RESP and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $955K. The largest seller was Goldman Sachs, cutting an estimated $1.25M.
- 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2019, down from 29 in Q1 2019.
- Funds reported $14.8M of WisdomTree U.S. ESG Fund stock for Q2 2019, down 11% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2019 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2019 was Citadel Advisors, an estimated $955K added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2019 was Goldman Sachs, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2019.