WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
38 hedge funds and large institutions have $31.4M invested in WisdomTree U.S. ESG Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 0 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
27% more funds holding
Funds holding: 30 → 38 (+8)
41% less capital invested
Capital invested by funds: $53.4M → $31.4M (-$22.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$17.9M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.01M |
| 3 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
+$799K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$351K |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$23.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$441K |
| 3 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$162K |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$61.2K |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
-$17.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
26
Capital Advisors Ltd
Shaker Heights,
Ohio
| $202K | – | – | – |
|
|
SBL
27
Sargent Bickham Lagudis
Boulder,
Colorado
| $78K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $72K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $32K | +$8.48K | +177 | +36% |
|
|
TSWM
30
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $29K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21K | +$48 | +1 | +0.2% |
|
|
BC
32
Bartlett & Co
Cincinnati,
Ohio
| $8K | +$7.91K | +165 | New |
|
|
CIAS
33
CFS Investment Advisory Services
Totowa,
New Jersey
| $8K | +$17.9M | +372,744 | +4,728% |
|
|
BCWM
34
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.97K | +$7.91K | +165 | New |
|
|
APA
35
American Portfolios Advisors
Holbrook,
New York
| $5.79K | – | – | – |
|
36
Koshinski Asset Management
Decatur,
Illinois
| $4.9K | – | – | – |
|
|
ACA
37
Aptus Capital Advisors
Fairhope,
Alabama
| $1K | +$719 | +15 | New |
|
RESP Hedge Fund Activity: Q1 2022 in Review
38 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2022, worth a combined $31.4M — down 41% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new RESP positions and 0 closed out — a net gain of 8 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $17.9M. The largest seller was Choice Wealth Advisors, cutting an estimated $23.3M.
- 38 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2022, up from 30 in Q4 2021.
- Funds reported $31.4M of WisdomTree U.S. ESG Fund stock for Q1 2022, down 41% quarter-over-quarter.
- 8 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2022 and 0 closed out, a net change of +8 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.9M added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2022 was Choice Wealth Advisors, an estimated $23.3M sold.
Based on aggregated 13F filings for Q1 2022.