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RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

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

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31 hedge funds and large institutions have $17.4M invested in WisdomTree U.S. ESG Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

11% more funds holding

Funds holding: 28 → 31 (+3)

19% less capital invested

Capital invested by funds: $21.5M → $17.4M (-$4.11M)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$834K
2
Citadel Advisors
Citadel Advisors
Florida
+$564K
3
Jane Street
Jane Street
New York
+$455K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$234K
5
LPL Financial
LPL Financial
California
+$208K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.27M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$368K
3
VKH
Virtu KCG Holdings
New York
-$240K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$135K
5
Wells Fargo
Wells Fargo
California
-$17.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.42M +$564K +23,541 +20%
Morgan Stanley
2
Morgan Stanley
New York
$2.96M +$834K +34,785 +39%
Bank of America
3
Bank of America
North Carolina
$2.69M +$45.7K +1,905 +2%
Jane Street
4
Jane Street
New York
$1.45M +$455K +18,978 +45%
IAA
5
Ironsides Asset Advisors
North Carolina
$1.07M – – –
LPL Financial
6
LPL Financial
California
$955K +$208K +8,673 +27%
MHS
7
M Holdings Securities
Oregon
$850K – – –
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$685K -$3.31K -138 -0.5%
CS
9
Credit Suisse
Switzerland
$538K +$12.6K +525 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$480K -$7.27M -303,273 -94%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$416K +$234K +9,774 +126%
IA
12
IFP Advisors
Florida
$357K +$361K +15,075 New
Wells Fargo
13
Wells Fargo
California
$355K -$17.7K -738 -5%
CWM
14
Concert Wealth Management
California
$309K -$72 -3 -0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$267K -$368K -15,351 -58%
CC
16
Courier Capital
New York
$253K – – –
SF
17
Synovus Financial
Georgia
$120K – – –
CAL
18
Capital Advisors Ltd
Ohio
$59K – – –
WA
19
WFG Advisors
Texas
$39K +$72 +3 +0.2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$32K +$32K +1,335 New
CCS
21
Crosspoint Capital Strategies
California
$18K +$17.2K +717 New
TRCT
22
Tower Research Capital (TRC)
New York
$16K +$12.5K +522 +322%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$13K +$72 +3 +0.5%
MFS
24
MSI Financial Services
Massachusetts
$12K +$12.6K +525 New
Citigroup
25
Citigroup
New York
$10K +$10.1K +423 New
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RESP Hedge Fund Activity: Q4 2015 in Review

31 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2015, worth a combined $17.4M — down 19% from $21.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RESP positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $834K. The largest seller was Susquehanna International Group, cutting an estimated $7.27M.

  • 31 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2015, up from 28 in Q3 2015.
  • Funds reported $17.4M of WisdomTree U.S. ESG Fund stock for Q4 2015, down 19% quarter-over-quarter.
  • 7 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2015 and 3 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2015 was Morgan Stanley, an estimated $834K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2015 was Susquehanna International Group, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2015.