WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
28 hedge funds and large institutions have $44.6M invested in WisdomTree U.S. ESG Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $42M → $44.6M (+$2.61M)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.02M |
| 2 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$640K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$298K |
| 4 |
LPL Financial
San Diego,
California
|
+$294K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$920K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$655K |
| 3 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$321K |
| 4 |
Morgan Stanley
New York
|
-$302K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$256K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
26
Bartlett & Co
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $5.27K | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$655K | -16,054 | Closed |
|
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$256K | -6,269 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$78K | -1,912 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$42 | +1 | New |
|
RESP Hedge Fund Activity: Q1 2021 in Review
28 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2021, worth a combined $44.6M — up 6.2% from $42M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RESP positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.02M. The largest seller was Susquehanna International Group, cutting an estimated $920K.
- 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $44.6M of WisdomTree U.S. ESG Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2021 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2021 was Cambridge Investment Research Advisors, an estimated $1.02M added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2021 was Susquehanna International Group, an estimated $920K sold.
Based on aggregated 13F filings for Q1 2021.