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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 $28.2M invested in WisdomTree U.S. ESG Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

10% more capital invested

Capital invested by funds: $25.5M → $28.2M (+$2.66M)

3% less funds holding

Funds holding: 38 → 37 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$1.76M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$466K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$175K
4
PAG
Private Advisor Group
New Jersey
+$58.7K
5
LPL Financial
LPL Financial
California
+$20.4K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$580K
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$313K
3
COCM
Charter Oak Capital Management
New Hampshire
-$292K
4
CWA
Choice Wealth Advisors
Maine
-$254K
5
FAIM
Financial Advocates Investment Management
Washington
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
26
GPS Wealth Strategies Group
Colorado
$160K -$219 -5 -0.1%
Bank of America
27
Bank of America
North Carolina
$143K -$89.5K -2,039 -40%
SS
28
Sunbelt Securities
Texas
$115K +$395 +9 +0.4%
SPIA
29
Steward Partners Investment Advisory
New York
$44.8K – – –
IGWM
30
ICA Group Wealth Management
Colorado
$28.5K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$20.4K +$88 +2 +0.5%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$16K +$15.4K +350 New
UBS Group
33
UBS Group
Switzerland
$10.7K +$9.79K +223 +2,027%
BC
34
Bartlett & Co
Ohio
$8K – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$7.58K – – –
IA
36
IFP Advisors
Florida
$5.97K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$46 – – –
FFA
38
Farther Finance Advisors
California
$3 – – –
Citadel Advisors
39
Citadel Advisors
Florida
– -$580K -13,460 Closed
JMPWA
40
JP Morgan Private Wealth Advisors
California
– -$313K -7,263 Closed
CWA
41
Choice Wealth Advisors
Maine
– -$254K -5,888 Closed
1
2

RESP Hedge Fund Activity: Q2 2023 in Review

37 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2023, worth a combined $28.2M — up 10% from $25.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RESP and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $1.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $580K sold.

  • 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2023, down from 38 in Q1 2023.
  • Funds reported $28.2M of WisdomTree U.S. ESG Fund stock for Q2 2023, up 10% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2023 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2023 was Retirement Capital Strategies, an estimated $1.76M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2023 was Citadel Advisors, an estimated $580K sold.

Based on aggregated 13F filings for Q2 2023.