WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
38 hedge funds and large institutions have $25.5M invested in WisdomTree U.S. ESG Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 0 closing their positions.
6% more funds holding
Funds holding: 36 → 38 (+2)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
6% less capital invested
Capital invested by funds: $27.2M → $25.5M (-$1.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$496K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$225K |
| 3 |
CC
Courier Capital
Buffalo,
New York
|
+$204K |
| 4 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$149K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$824K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$242K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$204K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CC
26
Courier Capital
Buffalo,
New York
| $207K | +$204K | +4,794 | New |
|
|
CAL
27
Capital Advisors Ltd
Shaker Heights,
Ohio
| $181K | – | – | – |
|
|
GWSG
28
GPS Wealth Strategies Group
Centennial,
Colorado
| $150K | +$148K | +3,479 | New |
|
|
SS
29
Sunbelt Securities
Houston,
Texas
| $106K | +$106K | +2,500 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $42K | – | – | – |
|
|
IGWM
31
ICA Group Wealth Management
Denver,
Colorado
| $26.7K | – | – | – |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19.1K | +$43 | +1 | +0.2% |
|
|
IA
33
IFP Advisors
Tampa,
Florida
| $9.89K | -$824K | -19,335 | -99% |
|
|
BCWM
34
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.11K | – | – | – |
|
|
BC
35
Bartlett & Co
Cincinnati,
Ohio
| $7K | – | – | – |
|
36
Commonwealth Equity Services
Waltham,
Massachusetts
| $520 | -$31.5K | -739 | -6% |
|
|
37
UBS Group
Zurich,
Switzerland
| $474 | -$124K | -2,921 | -100% |
|
38
Fidelity Investments
Boston,
Massachusetts
| $43 | – | – | – |
|
RESP Hedge Fund Activity: Q1 2023 in Review
38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2023, worth a combined $25.5M — down 6.2% from $27.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new RESP positions and 0 closed out — a net gain of 4 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $496K. The largest seller was Susquehanna International Group, cutting an estimated $1.5M.
- 38 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2023, up from 36 in Q4 2022.
- Funds reported $25.5M of WisdomTree U.S. ESG Fund stock for Q1 2023, down 6.2% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2023 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2023 was LPL Financial, an estimated $496K added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2023 was Susquehanna International Group, an estimated $1.5M sold.
Based on aggregated 13F filings for Q1 2023.