RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.05M
2
CWA
Choice Wealth Advisors
Maine
+$662K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$308K
4
LPL Financial
LPL Financial
California
+$304K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$248K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$952K
3
Citadel Advisors
Citadel Advisors
Florida
-$655K
4
COCM
Charter Oak Capital Management
New Hampshire
-$331K
5
Morgan Stanley
Morgan Stanley
New York
-$312K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Bartlett & Co
Ohio
$7K – – –
IA
27
IFP Advisors
Florida
$6K – – –
APA
28
American Portfolios Advisors
New York
$5.27K – – –
Citadel Advisors
29
Citadel Advisors
Florida
– -$655K -16,054 Closed
Ameriprise
30
Ameriprise
Minnesota
– -$256K -6,269 Closed
UBS Group
31
UBS Group
Switzerland
– -$78K -1,912 Closed
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