WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
25 hedge funds and large institutions have $11.8M invested in WisdomTree U.S. ESG Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.
14% less funds holding
Funds holding: 29 → 25 (-4)
20% less capital invested
Capital invested by funds: $14.6M → $11.8M (-$2.87M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.2M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$207K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$41.6K |
| 4 |
LPL Financial
San Diego,
California
|
+$28K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$1.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 3 |
Goldman Sachs
New York
|
-$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$308K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Goldman Sachs
New York
| – | -$1.34M | -48,689 | Closed |
|
27
Jane Street
New York
| – | -$235K | -8,557 | Closed |
|
|
SS
28
Sunbelt Securities
Houston,
Texas
| – | -$210K | -7,648 | Closed |
|
29
Citigroup
New York
| – | -$37K | -1,365 | Closed |
|
|
CIAS
30
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$2K | -75 | Closed |
|
RESP Hedge Fund Activity: Q2 2020 in Review
25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2020, worth a combined $11.8M — down 20% from $14.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of RESP and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 5 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.2M. The largest seller was Citadel Advisors, cutting an estimated $2.39M.
- 25 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2020, down from 29 in Q1 2020.
- Funds reported $11.8M of WisdomTree U.S. ESG Fund stock for Q2 2020, down 20% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. ESG Fund positions in Q2 2020 and 5 closed out, a net change of -4 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.2M added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2020 was Citadel Advisors, an estimated $2.39M sold.
Based on aggregated 13F filings for Q2 2020.