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RESP

WisdomTree U.S. ESG Fund

Delisted

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

25 hedge funds and large institutions have $14.2M invested in WisdomTree U.S. ESG Fund in 2017 Q1 according to their latest regulatory filings, with funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 2825 (-3)

21% less capital invested

Capital invested by funds: $17.9M → $14.2M (-$3.68M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
9
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
$2.17M +$190K +6,900 +10%
Citadel Advisors
2
Citadel Advisors
Florida
$1.67M -$2.16M -78,300 -57%
SG Americas Securities
3
SG Americas Securities
New York
$1.53M
Bank of America
4
Bank of America
North Carolina
$1.38M -$1.23M -44,601 -47%
MHS
5
M Holdings Securities
Oregon
$999K
CCA
6
Clearwater Capital Advisors
Illinois
$943K -$273K -9,903 -22%
Morgan Stanley
7
Morgan Stanley
New York
$889K -$20.7K -753 -2%
Wells Fargo
8
Wells Fargo
California
$872K -$4.71K -171 -0.5%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$735K +$181K +6,570 +33%
Jane Street
10
Jane Street
New York
$659K +$115K +4,188 +22%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$506K -$41.1K -1,494 -8%
LPL Financial
12
LPL Financial
California
$498K +$16.4K +594 +3%
IA
13
IFP Advisors
Florida
$367K -$12.4K -450 -3%
CWM
14
Concert Wealth Management
California
$338K
Ameriprise
15
Ameriprise
Minnesota
$226K -$1.57K -57 -0.7%
SF
16
Synovus Financial
Georgia
$133K +$37K +1,344 +39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$104K -$855K -31,047 -89%
CAL
18
Capital Advisors Ltd
Ohio
$70K
UBS Group
19
UBS Group
Switzerland
$54K
WA
20
WFG Advisors
Texas
$46K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$13K +$83 +3 +0.6%
Creative Planning
22
Creative Planning
Kansas
$8K
BC
23
Bartlett & Co
Ohio
$5K
BlackRock
24
BlackRock
New York
$2K
Bank of New York Mellon
25
Bank of New York Mellon
New York
-$353K -13,308 Closed

RESP Hedge Fund Activity: Q1 2017 in Review

25 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2017, worth a combined $14.2M — down 21% from $17.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of RESP and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, adding an estimated $190K. The largest seller was Citadel Advisors, cutting an estimated $2.16M.

  • 25 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2017, down from 28 in Q4 2016.
  • Funds reported $14.2M of WisdomTree U.S. ESG Fund stock for Q1 2017, down 21% quarter-over-quarter.
  • 0 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2017 and 2 closed out, a net change of -2 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q1 2017 was Susquehanna International Group, an estimated $190K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2017 was Citadel Advisors, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2017.