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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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36 hedge funds and large institutions have $27.2M invested in WisdomTree U.S. ESG Fund in 2022 Q4 according to their latest regulatory filings, with 5 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

8% more capital invested

Capital invested by funds: $25.3M → $27.2M (+$1.96M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5% less funds holding

Funds holding: 38 → 36 (-2)

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$728K
2
GVAG
Great Valley Advisor Group
Delaware
+$414K
3
JP Morgan Chase
JP Morgan Chase
New York
+$346K
4
LPL Financial
LPL Financial
California
+$299K
5
Citadel Advisors
Citadel Advisors
Florida
+$280K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$621K
2
Bank of America
Bank of America
North Carolina
-$289K
3
Wells Fargo
Wells Fargo
California
-$240K
4
GWSG
GPS Wealth Strategies Group
Colorado
-$234K
5
CC
Courier Capital
New York
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$204K +$205K +4,978 New
CAL
27
Capital Advisors Ltd
Ohio
$172K – – –
UBS Group
28
UBS Group
Switzerland
$120K +$93.3K +2,264 +339%
SBL
29
Sargent Bickham Lagudis
Colorado
$66.3K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$40K – – –
IGWM
31
ICA Group Wealth Management
Colorado
$25.5K +$25.6K +620 New
TSWM
32
Tyler-Stone Wealth Management
Ohio
$25K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$18.1K +$82 +2 +0.5%
BC
34
Bartlett & Co
Ohio
$7K – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$6.78K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$41 – – –
CIAS
37
CFS Investment Advisory Services
New Jersey
– -$210K -210,782 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$621K -16,245 Closed
GWSG
39
GPS Wealth Strategies Group
Colorado
– -$234K -6,110 Closed
CC
40
Courier Capital
New York
– -$211K -5,531 Closed
TWA
41
TCI Wealth Advisors
Arizona
– -$8K -200 Closed
1
2

RESP Hedge Fund Activity: Q4 2022 in Review

36 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2022, worth a combined $27.2M — up 7.8% from $25.3M a quarter earlier.

Fund positioning in RESP was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $728K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $621K sold.

  • 36 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2022, down from 38 in Q3 2022.
  • Funds reported $27.2M of WisdomTree U.S. ESG Fund stock for Q4 2022, up 7.8% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2022 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2022 was Susquehanna International Group, an estimated $728K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $621K sold.

Based on aggregated 13F filings for Q4 2022.