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RESP

WisdomTree U.S. ESG Fund

Delisted

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

23 hedge funds and large institutions have $15.7M invested in WisdomTree U.S. ESG Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $14.3M → $15.7M (+$1.41M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

8% less funds holding

Funds holding: 2523 (-2)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.37M +$2M +68,442 +87%
SG Americas Securities
2
SG Americas Securities
New York
$1.55M -$82.7K -2,838 -5%
IAA
3
Ironsides Asset Advisors
North Carolina
$1.34M +$1.31M +45,000 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.2M +$43.6K +1,497 +4%
MHS
5
M Holdings Securities
Oregon
$1.07M
Bank of America
6
Bank of America
North Carolina
$949K -$551K -18,912 -37%
Morgan Stanley
7
Morgan Stanley
New York
$936K -$17.2K -591 -2%
Wells Fargo
8
Wells Fargo
California
$929K -$6.82K -234 -0.7%
CCA
9
Clearwater Capital Advisors
Illinois
$775K -$62.4K -2,142 -8%
LPL Financial
10
LPL Financial
California
$617K +$70.3K +2,412 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$399K +$390K +13,380 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$392K -$26.2K -900 -6%
SF
13
Synovus Financial
Georgia
$271K +$787 +27 +0.3%
Ameriprise
14
Ameriprise
Minnesota
$219K -$96.2K -3,300 -31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$219K +$214K +7,329 New
Jane Street
16
Jane Street
New York
$218K -$1.68M -57,762 -89%
CAL
17
Capital Advisors Ltd
Ohio
$93K +$9.88K +339 +12%
UBS Group
18
UBS Group
Switzerland
$59K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$34K -$189K -6,498 -85%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$14K +$87 +3 +0.6%
BC
21
Bartlett & Co
Ohio
$5K
BlackRock
22
BlackRock
New York
$2K
CWM
23
Concert Wealth Management
California
-$206K -7,203 Closed
IA
24
IFP Advisors
Florida
-$13K -450 Closed
Creative Planning
25
Creative Planning
Kansas
-$9K -300 Closed

RESP Hedge Fund Activity: Q3 2017 in Review

23 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2017, worth a combined $15.7M — up 9.9% from $14.3M a quarter earlier.

Fund positioning in RESP was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2M. The largest seller was Jane Street, cutting an estimated $1.68M.

  • 23 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2017, down from 25 in Q2 2017.
  • Funds reported $15.7M of WisdomTree U.S. ESG Fund stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2017 was Susquehanna International Group, an estimated $2M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2017 was Jane Street, an estimated $1.68M sold.

Based on aggregated 13F filings for Q3 2017.