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RESP

WisdomTree U.S. ESG Fund

Delisted

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

29 hedge funds and large institutions have $18M invested in WisdomTree U.S. ESG Fund in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

26% more funds holding

Funds holding: 2329 (+6)

56% less capital invested

Capital invested by funds: $41M → $18M (-$23M)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.73M +$2.51M +100,146 +58%
Bank of America
2
Bank of America
North Carolina
$2.56M +$379K +15,114 +17%
Morgan Stanley
3
Morgan Stanley
New York
$1.99M +$76K +3,030 +4%
IAA
4
Ironsides Asset Advisors
North Carolina
$1.11M
MHS
5
M Holdings Securities
Oregon
$881K
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$719K +$2.11K +84 +0.3%
LPL Financial
7
LPL Financial
California
$678K -$32K -1,278 -4%
CS
8
Credit Suisse
Switzerland
$544K -$12.9K -516 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$536K +$547K +21,816 New
Wells Fargo
10
Wells Fargo
California
$384K -$4.49M -179,094 -92%
CWM
11
Concert Wealth Management
California
$322K +$333K +13,296 New
CC
12
Courier Capital
New York
$263K
Jane Street
13
Jane Street
New York
$262K +$27.3K +1,089 +11%
HF
14
HRT Financial
New York
$258K +$264K +10,539 New
Ameriprise
15
Ameriprise
Minnesota
$203K +$207K +8,244 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$190K +$451 +18 +0.2%
SF
17
Synovus Financial
Georgia
$124K -$97K -3,870 -43%
CAL
18
Capital Advisors Ltd
Ohio
$81K
WA
19
WFG Advisors
Texas
$41K
MAA
20
Managed Account Advisors
New Jersey
$34K +$35.1K +1,401 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$29K +$29.6K +1,182 New
WBG
22
Wharton Business Group
Pennsylvania
$21.1K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$13K +$75 +3 +0.6%
AIG
24
American International Group
New York
$11.1K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$11K +$11.4K +456 New

RESP Hedge Fund Activity: Q2 2015 in Review

29 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2015, worth a combined $18M — down 56% from $41M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RESP positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.51M. The largest seller was Wells Fargo, cutting an estimated $4.49M.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2015, up from 23 in Q1 2015.
  • Funds reported $18M of WisdomTree U.S. ESG Fund stock for Q2 2015, down 56% quarter-over-quarter.
  • 8 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2015 and 2 closed out, a net change of +6 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2015 was Susquehanna International Group, an estimated $2.51M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2015 was Wells Fargo, an estimated $4.49M sold.

Based on aggregated 13F filings for Q2 2015.