WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
32 hedge funds and large institutions have $14.9M invested in WisdomTree U.S. ESG Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 31 → 32 (+1)
0% more capital invested
Capital invested by funds: $14.9M → $14.9M (+$23.9K)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
+$196K |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$177K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$83K |
| 4 |
LPL Financial
San Diego,
California
|
+$78.2K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$56.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 2 |
Goldman Sachs
New York
|
-$991K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$663K |
| 4 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$460K |
| 5 |
Bank of New York Mellon
New York
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
26
Retirement Group
San Diego,
California
| $20K | +$19.4K | +549 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | +$141 | +4 | +1% |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $15K | +$14.6K | +414 | New |
|
|
BCWM
29
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.09K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
|
APA
31
American Portfolios Advisors
Holbrook,
New York
| $4.43K | – | – | – |
|
|
GTAM
32
Global Trust Asset Management
West Palm Beach,
Florida
| $1K | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$1.08M | -32,013 | Closed |
|
34
JP Morgan Chase
New York
| – | -$80K | -2,373 | Closed |
|
35
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -1,293 | Closed |
|
|
CIAS
36
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$3K | -75 | Closed |
|
RESP Hedge Fund Activity: Q4 2019 in Review
32 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2019, worth a combined $14.9M — up 0.16% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RESP positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Courier Capital, opening a new position worth an estimated $196K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.08M sold.
- 32 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2019, up from 31 in Q3 2019.
- Funds reported $14.9M of WisdomTree U.S. ESG Fund stock for Q4 2019, up 0.16% quarter-over-quarter.
- 6 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2019 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2019 was Courier Capital, an estimated $196K added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2019 was Citadel Advisors, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2019.