We are live on ! Find out more
RESP

WisdomTree U.S. ESG Fund

Delisted

RESP was delisted on the 26th of January, 2024.

23 hedge funds and large institutions have $18.6M invested in WisdomTree U.S. ESG Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

58% more capital invested

Capital invested by funds: $11.8M → $18.6M (+$6.82M)

21% more funds holding

Funds holding: 1923 (+4)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$5M +$4.86M +212,160 New
Wells Fargo
2
Wells Fargo
California
$3.25M +$38.6K +1,686 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.44M -$819K -35,724 -26%
Bank of America
4
Bank of America
North Carolina
$1.57M -$9.9K -432 -0.6%
MHS
5
M Holdings Securities
Oregon
$1.07M +$1.04M +45,486 New
IAA
6
Ironsides Asset Advisors
North Carolina
$1.06M +$1.03M +45,000 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$874K -$173K -7,557 -17%
LPL Financial
8
LPL Financial
California
$674K +$3.44K +150 +0.5%
CS
9
Credit Suisse
Switzerland
$603K -$65.7K -2,865 -10%
CA
10
Cetera Advisors
Colorado
$535K -$33K -1,440 -6%
CWM
11
Concert Wealth Management
California
$266K
NPC
12
National Planning Corporation
California
$256K
Jane Street
13
Jane Street
New York
$255K +$248K +10,809 New
Morgan Stanley
14
Morgan Stanley
New York
$234K +$149K +6,486 +187%
Ameriprise
15
Ameriprise
Minnesota
$166K +$69 +3 +0%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$142K +$275 +12 +0.2%
CAL
17
Capital Advisors Ltd
Ohio
$59K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$58K -$94.6K -4,125 -62%
WA
19
WFG Advisors
Texas
$39K
RIA
20
Regal Investment Advisors
Michigan
$17K
Deutsche Bank
21
Deutsche Bank
Germany
$14K
MFS
22
MSI Financial Services
Massachusetts
$6K
BC
23
Bartlett & Co
Ohio
$4K +$3.78K +165 New
U
24
UBS
Switzerland
-$33K -1,464 Closed

RESP Hedge Fund Activity: Q2 2014 in Review

23 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2014, worth a combined $18.6M — up 58% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new RESP positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $4.86M. The largest seller was Susquehanna International Group, cutting an estimated $819K.

  • 23 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $18.6M of WisdomTree U.S. ESG Fund stock for Q2 2014, up 58% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2014 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2014 was Wharton Business Group, an estimated $4.86M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2014 was Susquehanna International Group, an estimated $819K sold.

Based on aggregated 13F filings for Q2 2014.