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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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28 hedge funds and large institutions have $14M invested in WisdomTree U.S. ESG Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

26% more capital invested

Capital invested by funds: $11.1M → $14M (+$2.88M)

22% more funds holding

Funds holding: 23 → 28 (+5)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.33M
2
Jane Street
Jane Street
New York
+$991K
3
Wells Fargo
Wells Fargo
California
+$466K
4
IA
IFP Advisors
Florida
+$369K
5
SG Americas Securities
SG Americas Securities
New York
+$135K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$600K
2
VKH
Virtu KCG Holdings
New York
-$289K
3
Morgan Stanley
Morgan Stanley
New York
-$171K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$158K
5
Bank of America
Bank of America
North Carolina
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.34M -$149K -6,246 -6%
Jane Street
2
Jane Street
New York
$2.32M +$991K +41,556 +74%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.32M +$1.33M +55,860 New
IAA
4
Ironsides Asset Advisors
North Carolina
$1.07M – – –
CCA
5
Clearwater Capital Advisors
Illinois
$1.02M +$1.02M +42,744 New
MHS
6
M Holdings Securities
Oregon
$849K – – –
Wells Fargo
7
Wells Fargo
California
$738K +$466K +19,551 +168%
Morgan Stanley
8
Morgan Stanley
New York
$679K -$171K -7,161 -20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$648K -$158K -6,618 -19%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$642K -$32K -1,341 -5%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$423K +$7.37K +309 +2%
VKH
12
Virtu KCG Holdings
New York
$410K -$289K -12,117 -41%
IA
13
IFP Advisors
Florida
$366K +$369K +15,450 New
LPL Financial
14
LPL Financial
California
$318K -$600K -25,146 -65%
CWM
15
Concert Wealth Management
California
$317K – – –
SG Americas Securities
16
SG Americas Securities
New York
$134K +$135K +5,670 New
SG
17
Societe Generale
$134K +$135K +5,670 New
CAL
18
Capital Advisors Ltd
Ohio
$59K – – –
SF
19
Synovus Financial
Georgia
$52K -$68.1K -2,853 -56%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$50K -$41K -1,719 -45%
WA
21
WFG Advisors
Texas
$39K – – –
UBS Group
22
UBS Group
Switzerland
$35K +$35.2K +1,476 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$13K +$72 +3 +0.5%
MFS
24
MSI Financial Services
Massachusetts
$12K – – –
Creative Planning
25
Creative Planning
Kansas
$7K – – –
1
2

RESP Hedge Fund Activity: Q2 2016 in Review

28 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2016, worth a combined $14M — up 26% from $11.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RESP positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.33M. The largest seller was LPL Financial, cutting an estimated $600K.

  • 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2016, up from 23 in Q1 2016.
  • Funds reported $14M of WisdomTree U.S. ESG Fund stock for Q2 2016, up 26% quarter-over-quarter.
  • 6 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2016 and 1 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2016 was Susquehanna International Group, an estimated $1.33M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2016 was LPL Financial, an estimated $600K sold.

Based on aggregated 13F filings for Q2 2016.