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RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

RESP was delisted on the 26th of January, 2024.

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31 hedge funds and large institutions have $14.9M invested in WisdomTree U.S. ESG Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

11% more funds holding

Funds holding: 28 → 31 (+3)

1% more capital invested

Capital invested by funds: $14.8M → $14.9M (+$100K)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$319K
2
Citigroup
Citigroup
New York
+$231K
3
SF
Synovus Financial
Georgia
+$143K
4
FAAS
First Allied Advisory Services
California
+$141K
5
Citadel Advisors
Citadel Advisors
Florida
+$100K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$579K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$195K
3
CCA
Clearwater Capital Advisors
Illinois
-$120K
4
UBS Group
UBS Group
Switzerland
-$94.9K
5
RWA
Redhawk Wealth Advisors
Minnesota
-$62.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
26
Bartlett & Co
Ohio
$6K – – –
BCWM
27
Bartlett & Co Wealth Management
Ohio
$5.59K – – –
APA
28
American Portfolios Advisors
New York
$4.07K – – –
IA
29
IFP Advisors
Florida
$4K +$4.37K +130 New
CIAS
30
Capital Investment Advisory Services
North Carolina
$3K +$2.52K +75 New
GTAM
31
Global Trust Asset Management
Florida
$1K – – –
1
2

RESP Hedge Fund Activity: Q3 2019 in Review

31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2019, worth a combined $14.9M — up 0.68% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RESP positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $319K. The largest seller was Goldman Sachs, cutting an estimated $579K.

  • 31 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2019, up from 28 in Q2 2019.
  • Funds reported $14.9M of WisdomTree U.S. ESG Fund stock for Q3 2019, up 0.68% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2019 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $319K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2019 was Goldman Sachs, an estimated $579K sold.

Based on aggregated 13F filings for Q3 2019.