We are live on ! Find out more
RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

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

Back to rankings

29 hedge funds and large institutions have $14.6M invested in WisdomTree U.S. ESG Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $14.9M → $14.6M (-$285K)

9% less funds holding

Funds holding: 32 → 29 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$3.45M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
3
Goldman Sachs
Goldman Sachs
New York
+$1.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M
5
FAAS
First Allied Advisory Services
California
+$297K

Top Sellers

Rank Fund Capital Flow
1
BSAM
Blue Sky Asset Management
Colorado
-$1.13M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.09M
3
Wells Fargo
Wells Fargo
California
-$981K
4
FSG
Financial Strategies Group
Michigan
-$687K
5
RWA
Redhawk Wealth Advisors
Minnesota
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$4K – – –
HPC
27
HM Payson & Co
Maine
$4K +$4.52K +133 New
APA
28
American Portfolios Advisors
New York
$3.29K – – –
CIAS
29
Capital Investment Advisory Services
North Carolina
$2K +$2.55K +75 New
BSAM
30
Blue Sky Asset Management
Colorado
– -$1.13M -30,542 Closed
Bank of New York Mellon
31
Bank of New York Mellon
New York
– -$1.09M -29,426 Closed
FSG
32
Financial Strategies Group
Michigan
– -$687K -18,612 Closed
RWA
33
Redhawk Wealth Advisors
Minnesota
– -$346K -9,380 Closed
CC
34
Courier Capital
New York
– -$205K -5,531 Closed
CCA
35
Clearwater Capital Advisors
Illinois
– -$201K -5,445 Closed
IFWM
36
Institute for Wealth Management
Colorado
– -$185K -5,019 Closed
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -414 Closed
GTAM
38
Global Trust Asset Management
Florida
– -$1K -39 Closed
1
2

RESP Hedge Fund Activity: Q1 2020 in Review

29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2020, worth a combined $14.6M — down 1.9% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RESP and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.45M. The largest seller was Blue Sky Asset Management, exiting entirely with an estimated $1.13M sold.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2020, down from 32 in Q4 2019.
  • Funds reported $14.6M of WisdomTree U.S. ESG Fund stock for Q1 2020, down 1.9% quarter-over-quarter.
  • 8 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2020 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q1 2020 was Citadel Advisors, an estimated $3.45M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2020 was Blue Sky Asset Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2020.