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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 $24.7M invested in WisdomTree U.S. ESG Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 37 → 37 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

12% less capital invested

Capital invested by funds: $28.2M → $24.7M (-$3.51M)

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$860K
2
BFG
Bouchey Financial Group
New York
+$214K
3
LPL Financial
LPL Financial
California
+$197K
4
MLA
My Legacy Advisors
Oregon
+$53.2K
5
Morgan Stanley
Morgan Stanley
New York
+$35.2K

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$1.85M
2
FAIM
Financial Advocates Investment Management
Washington
-$496K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$357K
4
SF
Synovus Financial
Georgia
-$325K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
26
GPS Wealth Strategies Group
Colorado
$153K – – –
Bank of America
27
Bank of America
North Carolina
$138K – – –
SS
28
Sunbelt Securities
Texas
$111K +$461 +10 +0.4%
NS
29
NBC Securities
Alabama
$44K +$46.1K +1,000 New
SPIA
30
Steward Partners Investment Advisory
New York
$43.1K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$20K +$20.7K +450 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$19.7K +$46 +1 +0.2%
UBS Group
33
UBS Group
Switzerland
$18.9K +$8.94K +194 +83%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$15K – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$7.29K – – –
BC
36
Bartlett & Co
Ohio
$7K – – –
IA
37
IFP Advisors
Florida
$5.74K – – –
FFA
38
Farther Finance Advisors
California
$2 – – –
RCS
39
Retirement Capital Strategies
California
– -$1.85M -40,175 Closed
FAIM
40
Financial Advocates Investment Management
Washington
– -$496K -10,792 Closed
IGWM
41
ICA Group Wealth Management
Colorado
– -$28.5K -620 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– -$46 -1 Closed
1
2

RESP Hedge Fund Activity: Q3 2023 in Review

37 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2023, worth a combined $24.7M — down 12% from $28.2M a quarter earlier.

Fund positioning in RESP was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $860K. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $1.85M sold.

  • 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $24.7M of WisdomTree U.S. ESG Fund stock for Q3 2023, down 12% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2023 was Citadel Advisors, an estimated $860K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2023 was Retirement Capital Strategies, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.