RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
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
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

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.41M
3
LA
3
Lifeworks Advisors
Michigan
$391K
4
CWA
4
Choice Wealth Advisors
Maine
$211K
5
RCS
5
Retirement Capital Strategies
California
$203K

Top Sellers

1
COCM
1
Charter Oak Capital Management
New Hampshire
$5.32M
2
RBA
2
Richard Bernstein Advisors
New York
$3.2K
3
SF
3
Synovus Financial
Georgia
$0
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$0
5
MLA
5
My Legacy Advisors
Oregon
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Advisors Ltd
Ohio
$206K – – –
RCS
27
Retirement Capital Strategies
California
$203K +$203K +4,127 New
SS
28
Sunbelt Securities
Texas
$124K +$492 +10 +0.4%
Bank of America
29
Bank of America
North Carolina
$87.9K -$65.5K -1,331 -43%
UBS Group
30
UBS Group
Switzerland
$68.7K +$47.7K +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 +$30.5K +620 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$22K +$98 +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 -$620K -12,608 -99%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$98 +$98 +2 New
T
41
Tidemark
California
$76 +$76 +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
FFA
45
Farther Finance Advisors
California
– -$2 – –
1
2