WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
19 hedge funds and large institutions have $11.8M invested in WisdomTree U.S. ESG Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
24% more capital invested
Capital invested by funds: $9.47M → $11.8M (+$2.3M)
6% more funds holding
Funds holding: 18 → 19 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$276K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$272K |
| 4 |
LPL Financial
San Diego,
California
|
+$198K |
| 5 |
Bank of New York Mellon
New York
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.01M |
| 2 |
Morgan Stanley
New York
|
-$390K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$164K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$88.4K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$81.6K |
RESP Hedge Fund Activity: Q1 2014 in Review
19 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2014, worth a combined $11.8M — up 24% from $9.47M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RESP positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.87M. The largest seller was M Holdings Securities, exiting entirely with an estimated $1.01M sold.
- 19 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2014, up from 18 in Q4 2013.
- Funds reported $11.8M of WisdomTree U.S. ESG Fund stock for Q1 2014, up 24% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $2.87M added.
- The largest WisdomTree U.S. ESG Fund seller in Q1 2014 was M Holdings Securities, an estimated $1.01M sold.
Based on aggregated 13F filings for Q1 2014.