WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
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.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
19% more capital invested
Capital invested by funds: $44.8M → $53.4M (+$8.66M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 31 → 30 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.44M |
| 3 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$1.01M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$408K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$435K |
| 2 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$271K |
| 3 |
JP Morgan Chase
New York
|
-$207K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$96.3K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$45.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22K | +$49 | +1 | +0.2% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $6.15K | – | – | – |
|
29
Koshinski Asset Management
Decatur,
Illinois
| $5.19K | – | – | – |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$435K | -9,298 | Closed |
|
|
31
JP Morgan Chase
New York
| – | -$207K | -4,428 | Closed |
|
|
BC
32
Bartlett & Co
Cincinnati,
Ohio
| – | -$8K | -165 | Closed |
|
|
BCWM
33
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$7.71K | -165 | Closed |
|
34
Fidelity Investments
Boston,
Massachusetts
| – | +$49 | +1 | New |
|
RESP Hedge Fund Activity: Q4 2021 in Review
30 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2021, worth a combined $53.4M — up 19% from $44.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of RESP and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $1.83M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $435K sold.
- 30 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2021, down from 31 in Q3 2021.
- Funds reported $53.4M of WisdomTree U.S. ESG Fund stock for Q4 2021, up 19% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2021 was LPL Financial, an estimated $1.83M added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $435K sold.
Based on aggregated 13F filings for Q4 2021.