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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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41 hedge funds and large institutions have $27.8M invested in WisdomTree U.S. ESG Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $24.7M → $27.8M (+$3.11M)

11% more funds holding

Funds holding: 37 → 41 (+4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$957K
2
Morgan Stanley
Morgan Stanley
New York
+$664K
3
LA
Lifeworks Advisors
Michigan
+$367K
4
CWA
Choice Wealth Advisors
Maine
+$198K
5
RCS
Retirement Capital Strategies
California
+$191K

Top Sellers

Rank Fund Capital Flow
1
COCM
Charter Oak Capital Management
New Hampshire
-$1.32M
2
RBA
Richard Bernstein Advisors
New York
-$582K
3
SF
Synovus Financial
Georgia
-$214K
4
GWSG
GPS Wealth Strategies Group
Colorado
-$153K
5
MLA
My Legacy Advisors
Oregon
-$66K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
$206K – – –
RCS
27
Retirement Capital Strategies
California
$203K +$191K +4,127 New
SS
28
Sunbelt Securities
Texas
$124K +$462 +10 +0.4%
Bank of America
29
Bank of America
North Carolina
$87.9K -$61.4K -1,331 -43%
UBS Group
30
UBS Group
Switzerland
$68.7K +$44.7K +969 +226%
NS
31
NBC Securities
Alabama
$49K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$48K – – –
IGWM
33
ICA Group Wealth Management
Colorado
$30.5K +$28.6K +620 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$22K +$92 +2 +0.4%
TSWM
35
Tyler-Stone Wealth Management
Ohio
$17.2K – – –
BCWM
36
Bartlett & Co Wealth Management
Ohio
$8.14K – – –
BC
37
Bartlett & Co
Ohio
$8K – – –
IA
38
IFP Advisors
Florida
$6.39K – – –
RBA
39
Richard Bernstein Advisors
New York
$3.2K -$582K -12,608 -99%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$98 +$92 +2 New
T
41
Tidemark
California
$76 +$92 +2 New
SF
42
Synovus Financial
Georgia
– -$214K -4,853 Closed
GWSG
43
GPS Wealth Strategies Group
Colorado
– -$153K -3,474 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$20K -450 Closed
1
2

RESP Hedge Fund Activity: Q4 2023 in Review

41 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2023, worth a combined $27.8M — up 13% from $24.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RESP positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $957K. The largest seller was Charter Oak Capital Management, cutting an estimated $1.32M.

  • 41 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2023, up from 37 in Q3 2023.
  • Funds reported $27.8M of WisdomTree U.S. ESG Fund stock for Q4 2023, up 13% quarter-over-quarter.
  • 7 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2023 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $957K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2023 was Charter Oak Capital Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2023.