WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
28 hedge funds and large institutions have $42M invested in WisdomTree U.S. ESG Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
254% more capital invested
Capital invested by funds: $11.9M → $42M (+$30.1M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12% more funds holding
Funds holding: 25 → 28 (+3)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$669K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$353K |
| 3 |
LPL Financial
San Diego,
California
|
+$340K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$195K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$97.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.11M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$295K |
| 3 |
RIG
Roosevelt Investment Group
New York
|
-$244K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$39.3K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
BCWM
27
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $6.73K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $4.89K | – | – | – |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$295K | -8,095 | Closed |
|
|
RIG
31
Roosevelt Investment Group
New York
| – | -$244K | -6,694 | Closed |
|
RESP Hedge Fund Activity: Q4 2020 in Review
28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2020, worth a combined $42M — up 254% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RESP positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $669K. The largest seller was Royal Bank of Canada, cutting an estimated $1.11M.
- 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2020, up from 25 in Q3 2020.
- Funds reported $42M of WisdomTree U.S. ESG Fund stock for Q4 2020, up 254% quarter-over-quarter.
- 6 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2020 was Cetera Investment Advisers, an estimated $669K added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2020 was Royal Bank of Canada, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2020.