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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 $14.3M invested in WisdomTree U.S. ESG Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

0% more capital invested

Capital invested by funds: $14.2M → $14.3M (+$52K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.23M +$15.6K +552 +0.7%
Jane Street
2
Jane Street
New York
$1.86M +$1.17M +41,427 +175%
SG Americas Securities
3
SG Americas Securities
New York
$1.57M
Bank of America
4
Bank of America
North Carolina
$1.45M +$38.7K +1,371 +3%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.1M +$347K +12,276 +47%
MHS
6
M Holdings Securities
Oregon
$1.02M
Morgan Stanley
7
Morgan Stanley
New York
$912K +$2.37K +84 +0.3%
Wells Fargo
8
Wells Fargo
California
$894K +$2.12K +75 +0.2%
CCA
9
Clearwater Capital Advisors
Illinois
$794K -$178K -6,306 -18%
LPL Financial
10
LPL Financial
California
$521K +$9.92K +351 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$400K -$116K -4,116 -23%
Ameriprise
12
Ameriprise
Minnesota
$304K +$72K +2,547 +31%
VKH
13
Virtu KCG Holdings
New York
$296K +$292K +10,323 New
SF
14
Synovus Financial
Georgia
$259K +$120K +4,248 +88%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$218K +$110K +3,909 +104%
CWM
16
Concert Wealth Management
California
$206K -$155K -5,499 -43%
CAL
17
Capital Advisors Ltd
Ohio
$79K +$7.46K +264 +11%
UBS Group
18
UBS Group
Switzerland
$57K +$1.78K +63 +3%
WA
19
WFG Advisors
Texas
$47K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$14K
IA
21
IFP Advisors
Florida
$13K -$359K -12,720 -97%
Creative Planning
22
Creative Planning
Kansas
$9K
BC
23
Bartlett & Co
Ohio
$5K
BlackRock
24
BlackRock
New York
$2K
Citadel Advisors
25
Citadel Advisors
Florida
-$1.67M -59,733 Closed

RESP Hedge Fund Activity: Q2 2017 in Review

25 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2017, worth a combined $14.3M — up 0.37% from $14.2M a quarter earlier.

Fund positioning in RESP was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.67M sold.

  • 25 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $14.3M of WisdomTree U.S. ESG Fund stock for Q2 2017, up 0.37% quarter-over-quarter.
  • 1 fund opened new WisdomTree U.S. ESG Fund positions in Q2 2017 and 1 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2017 was Jane Street, an estimated $1.17M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2017 was Citadel Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2017.