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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 $17.8M invested in WisdomTree U.S. ESG Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

27% more capital invested

Capital invested by funds: $14M → $17.8M (+$3.8M)

4% more funds holding

Funds holding: 2829 (+1)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.2M +$753K +30,363 +31%
Bank of America
2
Bank of America
North Carolina
$2.54M +$66K +2,664 +3%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.48M +$85.6K +3,453 +6%
Citadel Advisors
4
Citadel Advisors
Florida
$1.21M +$1.2M +48,369 New
IAA
5
Ironsides Asset Advisors
North Carolina
$1.13M
CCA
6
Clearwater Capital Advisors
Illinois
$1.06M +$11.4K +459 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M +$1M +40,455 +1,924%
SG Americas Securities
8
SG Americas Securities
New York
$917K +$769K +31,020 +547%
MHS
9
M Holdings Securities
Oregon
$896K
Wells Fargo
10
Wells Fargo
California
$760K -$18.4K -744 -2%
Morgan Stanley
11
Morgan Stanley
New York
$721K +$4.39K +177 +0.6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$498K -$178K -7,191 -27%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$442K -$4.98K -201 -1%
IA
14
IFP Advisors
Florida
$380K -$5.95K -240 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$365K -$317K -12,774 -47%
LPL Financial
16
LPL Financial
California
$354K +$23.9K +966 +7%
CWM
17
Concert Wealth Management
California
$244K -$86K -3,468 -26%
Ameriprise
18
Ameriprise
Minnesota
$239K +$237K +9,552 New
CAL
19
Capital Advisors Ltd
Ohio
$63K
SF
20
Synovus Financial
Georgia
$55K
TRCT
21
Tower Research Capital (TRC)
New York
$55K +$54.3K +2,190 New
WA
22
WFG Advisors
Texas
$41K
UBS Group
23
UBS Group
Switzerland
$37K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$14K +$74 +3 +0.5%
MFS
25
MSI Financial Services
Massachusetts
$13K

RESP Hedge Fund Activity: Q3 2016 in Review

29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2016, worth a combined $17.8M — up 27% from $14M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new RESP positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.2M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $410K sold.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2016, up from 28 in Q2 2016.
  • Funds reported $17.8M of WisdomTree U.S. ESG Fund stock for Q3 2016, up 27% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2016 and 1 closed out, a net change of +2 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2016 was Citadel Advisors, an estimated $1.2M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2016 was Virtu KCG Holdings, an estimated $410K sold.

Based on aggregated 13F filings for Q3 2016.