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RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

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

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37 hedge funds and large institutions have $27.1M invested in WisdomTree U.S. ESG Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

3% less funds holding

Funds holding: 38 → 37 (-1)

14% less capital invested

Capital invested by funds: $31.4M → $27.1M (-$4.26M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
+$459K
2
5L
55I LLC
Massachusetts
+$280K
3
MLA
My Legacy Advisors
Oregon
+$280K
4
Citadel Advisors
Citadel Advisors
Florida
+$274K
5
FAIM
Financial Advocates Investment Management
Washington
+$148K

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$16.6M
2
CWA
Choice Wealth Advisors
Maine
-$433K
3
RWA
Redhawk Wealth Advisors
Minnesota
-$384K
4
LPL Financial
LPL Financial
California
-$334K
5
GWSG
GPS Wealth Strategies Group
Colorado
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$204K – – –
CIAS
27
CFS Investment Advisory Services
New Jersey
$203K -$16.6M -375,654 -99%
CAL
28
Capital Advisors Ltd
Ohio
$171K – – –
SBL
29
Sargent Bickham Lagudis
Colorado
$66K – – –
Bank of America
30
Bank of America
North Carolina
$64K +$69.8K +1,583 New
SPIA
31
Steward Partners Investment Advisory
New York
$61K – – –
UBS Group
32
UBS Group
Switzerland
$27K -$970 -22 -3%
TSWM
33
Tyler-Stone Wealth Management
Ohio
$24K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$18K +$88 +2 +0.5%
BC
35
Bartlett & Co
Ohio
$7K – – –
BCWM
36
Bartlett & Co Wealth Management
Ohio
$6.72K – – –
APA
37
American Portfolios Advisors
New York
$4.89K – – –
CWA
38
Choice Wealth Advisors
Maine
– -$433K -9,119 Closed
RWA
39
Redhawk Wealth Advisors
Minnesota
– -$384K -7,953 Closed
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
– -$4.9K -101 Closed
ACA
41
Aptus Capital Advisors
Alabama
– -$1K -15 Closed
1
2

RESP Hedge Fund Activity: Q2 2022 in Review

37 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2022, worth a combined $27.1M — down 14% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RESP and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.

The largest buyer was Richard Bernstein Advisors, adding an estimated $459K. The largest seller was CFS Investment Advisory Services, cutting an estimated $16.6M.

  • 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2022, down from 38 in Q1 2022.
  • Funds reported $27.1M of WisdomTree U.S. ESG Fund stock for Q2 2022, down 14% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2022 was Richard Bernstein Advisors, an estimated $459K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2022 was CFS Investment Advisory Services, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2022.