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RESP

WisdomTree U.S. ESG Fund

Delisted

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

28 hedge funds and large institutions have $17.9M invested in WisdomTree U.S. ESG Fund in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

1% more capital invested

Capital invested by funds: $17.8M → $17.9M (+$93K)

3% less funds holding

Funds holding: 2928 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.67M +$2.3M +89,664 +185%
Bank of America
2
Bank of America
North Carolina
$2.5M -$192K -7,479 -7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.88M +$295K +11,520 +19%
SG Americas Securities
4
SG Americas Securities
New York
$1.46M +$469K +18,300 +50%
CCA
5
Clearwater Capital Advisors
Illinois
$1.17M +$20.8K +813 +2%
MHS
6
M Holdings Securities
Oregon
$953K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$926K -$199K -7,767 -18%
Morgan Stanley
8
Morgan Stanley
New York
$868K +$97K +3,786 +13%
Wells Fargo
9
Wells Fargo
California
$837K +$26.4K +1,029 +3%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$526K +$53.8K +2,100 +12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$522K -$7.38K -288 -1%
Jane Street
12
Jane Street
New York
$517K -$2.79M -108,756 -85%
LPL Financial
13
LPL Financial
California
$462K +$76.1K +2,970 +21%
IA
14
IFP Advisors
Florida
$362K -$40.7K -1,590 -10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$353K -$32.7K -1,278 -9%
CWM
16
Concert Wealth Management
California
$338K +$70K +2,733 +27%
Ameriprise
17
Ameriprise
Minnesota
$217K -$35.5K -1,386 -15%
SF
18
Synovus Financial
Georgia
$94K +$32.6K +1,272 +58%
CAL
19
Capital Advisors Ltd
Ohio
$67K
UBS Group
20
UBS Group
Switzerland
$51K +$11.4K +444 +30%
WA
21
WFG Advisors
Texas
$44K +$77 +3 +0.2%
TRCT
22
Tower Research Capital (TRC)
New York
$18K -$38.4K -1,500 -68%
MFS
23
MSI Financial Services
Massachusetts
$14K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$13K -$2K -78 -14%
Creative Planning
25
Creative Planning
Kansas
$8K

RESP Hedge Fund Activity: Q4 2016 in Review

28 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2016, worth a combined $17.9M — up 0.52% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of RESP and 0 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $2.3M. The largest seller was Jane Street, cutting an estimated $2.79M.

  • 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2016, down from 29 in Q3 2016.
  • Funds reported $17.9M of WisdomTree U.S. ESG Fund stock for Q4 2016, up 0.52% quarter-over-quarter.
  • 0 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2016 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2016 was Citadel Advisors, an estimated $2.3M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2016 was Jane Street, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2016.