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RESP

WisdomTree U.S. ESG Fund

Delisted

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

21 hedge funds and large institutions have $32.1M invested in WisdomTree U.S. ESG Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $18.6M → $32.1M (+$13.5M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$17.4M +$12.4M +523,500 +247%
Wells Fargo
2
Wells Fargo
California
$3.71M +$458K +19,281 +14%
VKH
3
Virtu KCG Holdings
New York
$2.42M +$2.44M +102,621 New
Bank of America
4
Bank of America
North Carolina
$2.38M +$802K +33,786 +51%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.49M +$622K +26,184 +71%
IAA
6
Ironsides Asset Advisors
North Carolina
$1.06M
MHS
7
M Holdings Securities
Oregon
$862K -$213K -8,955 -20%
LPL Financial
8
LPL Financial
California
$705K +$40.9K +1,725 +6%
CS
9
Credit Suisse
Switzerland
$591K -$13.7K -576 -2%
Morgan Stanley
10
Morgan Stanley
New York
$398K +$164K +6,930 +70%
CA
11
Cetera Advisors
Colorado
$381K -$156K -6,555 -29%
CWM
12
Concert Wealth Management
California
$272K -$1.78K -75 -0.6%
Ameriprise
13
Ameriprise
Minnesota
$166K -$427 -18 -0.3%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$143K +$285 +12 +0.2%
CAL
15
Capital Advisors Ltd
Ohio
$59K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$44K -$15K -630 -25%
WA
17
WFG Advisors
Texas
$39K +$71 +3 +0.2%
RIA
18
Regal Investment Advisors
Michigan
$17K +$71 +3 +0.4%
Deutsche Bank
19
Deutsche Bank
Germany
$14K
MFS
20
MSI Financial Services
Massachusetts
$6K
BC
21
Bartlett & Co
Ohio
$4K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$2.44M -103,479 Closed
NPC
23
National Planning Corporation
California
-$256K -10,863 Closed
Jane Street
24
Jane Street
New York
-$255K -10,809 Closed

RESP Hedge Fund Activity: Q3 2014 in Review

21 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2014, worth a combined $32.1M — up 73% from $18.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RESP and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Wharton Business Group, adding an estimated $12.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.44M sold.

  • 21 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2014, down from 23 in Q2 2014.
  • Funds reported $32.1M of WisdomTree U.S. ESG Fund stock for Q3 2014, up 73% quarter-over-quarter.
  • 1 fund opened new WisdomTree U.S. ESG Fund positions in Q3 2014 and 3 closed out, a net change of -2 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2014 was Wharton Business Group, an estimated $12.4M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2014 was Susquehanna International Group, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2014.