RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

Back to rankings

30 hedge funds and large institutions have $53.4M invested in WisdomTree U.S. ESG Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.44M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.8M
3
CWA
3
Choice Wealth Advisors
Maine
$25.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$711K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$388K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
COCM
2
Charter Oak Capital Management
New Hampshire
$10.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$539K
5
CAL
5
Capital Advisors Ltd
Ohio
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$22K +$51 +1 +0.2%
IA
27
IFP Advisors
Florida
$7K – – –
APA
28
American Portfolios Advisors
New York
$6.15K – – –
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$5.19K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
– -$435K -9,298 Closed
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
– -$207K -4,428 Closed
BC
32
Bartlett & Co
Ohio
– -$8K -165 Closed
BCWM
33
Bartlett & Co Wealth Management
Ohio
– -$7.71K -165 Closed
1
2