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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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38 hedge funds and large institutions have $25.3M invested in WisdomTree U.S. ESG Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 37 → 38 (+1)

7% less capital invested

Capital invested by funds: $27.1M → $25.3M (-$1.87M)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$8.78M
2
LPL Financial
LPL Financial
California
+$518K
3
Bank of America
Bank of America
North Carolina
+$494K
4
FAIM
Financial Advocates Investment Management
Washington
+$322K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$276K

Top Sellers

Rank Fund Capital Flow
1
COCM
Charter Oak Capital Management
New Hampshire
-$2.09M
2
KAS
Kestra Advisory Services
Texas
-$222K
3
IFWM
Institute for Wealth Management
Colorado
-$204K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$137K
5
SF
Synovus Financial
Georgia
-$83.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
26
Courier Capital
New York
$211K – – –
CIAS
27
CFS Investment Advisory Services
New Jersey
$210K +$8.78M +205,808 +4,138%
CAL
28
Capital Advisors Ltd
Ohio
$160K – – –
SBL
29
Sargent Bickham Lagudis
Colorado
$62K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$37K -$22.4K -525 -35%
UBS Group
31
UBS Group
Switzerland
$26K +$726 +17 +3%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$23K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$17K +$85 +2 +0.5%
TWA
34
TCI Wealth Advisors
Arizona
$8K +$8.54K +200 New
BCWM
35
Bartlett & Co Wealth Management
Ohio
$6.31K – – –
BC
36
Bartlett & Co
Ohio
$6K – – –
APA
37
American Portfolios Advisors
New York
$4.59K – – –
KAS
38
Kestra Advisory Services
Texas
– -$222K -5,440 Closed
IFWM
39
Institute for Wealth Management
Colorado
– -$204K -5,019 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$43 +1 New
1
2

RESP Hedge Fund Activity: Q3 2022 in Review

38 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2022, worth a combined $25.3M — down 6.9% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RESP positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 6 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $8.78M. The largest seller was Charter Oak Capital Management, cutting an estimated $2.09M.

  • 38 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2022, up from 37 in Q2 2022.
  • Funds reported $25.3M of WisdomTree U.S. ESG Fund stock for Q3 2022, down 6.9% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $8.78M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2022 was Charter Oak Capital Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2022.