WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
31 hedge funds and large institutions have $44.8M invested in WisdomTree U.S. ESG Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.
15% more funds holding
Funds holding: 27 → 31 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
5% less capital invested
Capital invested by funds: $47.3M → $44.8M (-$2.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$392K |
| 2 |
LPL Financial
San Diego,
California
|
+$388K |
| 3 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$365K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$364K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$957K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$718K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$581K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$214K |
| 5 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | +$96 | +2 | +0.5% |
|
|
BC
27
Bartlett & Co
Cincinnati,
Ohio
| $8K | – | – | – |
|
|
BCWM
28
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.71K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $5.61K | – | – | – |
|
31
Koshinski Asset Management
Decatur,
Illinois
| $4.72K | +$4.87K | +101 | New |
|
RESP Hedge Fund Activity: Q3 2021 in Review
31 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2021, worth a combined $44.8M — down 5.3% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RESP positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was CFS Investment Advisory Services, opening a new position worth an estimated $392K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $957K.
- 31 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2021, up from 27 in Q2 2021.
- Funds reported $44.8M of WisdomTree U.S. ESG Fund stock for Q3 2021, down 5.3% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2021 and 0 closed out, a net change of +5 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q3 2021 was CFS Investment Advisory Services, an estimated $392K added.
- The largest WisdomTree U.S. ESG Fund seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $957K sold.
Based on aggregated 13F filings for Q3 2021.