RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
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.

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

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.96M
2
GVAG
2
Great Valley Advisor Group
Delaware
$413K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$345K
4
LPL Financial
4
LPL Financial
California
$4.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$750K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Bank of America
2
Bank of America
North Carolina
$253K
3
Wells Fargo
3
Wells Fargo
California
$302K
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$0
5
CC
5
Courier Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$204K +$204K +4,978 New
CAL
27
Capital Advisors Ltd
Ohio
$172K – – –
UBS Group
28
UBS Group
Switzerland
$120K +$93K +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 +$25.5K +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
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