RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.24M
2
OWM
2
Opes Wealth Management
California
$354K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.4M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$312K
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$416K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$435K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$262K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$582K
4
Wells Fargo
4
Wells Fargo
California
$664K
5
COCM
5
Charter Oak Capital Management
New Hampshire
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$20K +$92 +2 +0.5%
BC
27
Bartlett & Co
Ohio
$8K – – –
BCWM
28
Bartlett & Co Wealth Management
Ohio
$7.71K – – –
IA
29
IFP Advisors
Florida
$6K – – –
APA
30
American Portfolios Advisors
New York
$5.61K – – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$4.72K +$4.72K +101 New
1
2