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RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

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

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24 hedge funds and large institutions have $11.4M invested in WisdomTree U.S. ESG Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

4% more funds holding

Funds holding: 23 → 24 (+1)

27% less capital invested

Capital invested by funds: $15.7M → $11.4M (-$4.26M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$920K
2
SF
Synovus Financial
Georgia
+$85.1K
3
Wells Fargo
Wells Fargo
California
+$65.2K
4
LPL Financial
LPL Financial
California
+$50.9K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$33.5K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.92M
2
SG Americas Securities
SG Americas Securities
New York
-$1.55M
3
Morgan Stanley
Morgan Stanley
New York
-$495K
4
Jane Street
Jane Street
New York
-$218K
5
Bank of America
Bank of America
North Carolina
-$140K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1
Ironsides Asset Advisors
North Carolina
$1.43M – – –
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.37M +$920K +29,684 +222%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.29M +$7.69K +248 +0.6%
MHS
4
M Holdings Securities
Oregon
$1.14M – – –
Wells Fargo
5
Wells Fargo
California
$1.06M +$65.2K +2,104 +7%
Bank of America
6
Bank of America
North Carolina
$870K -$140K -4,524 -14%
CCA
7
Clearwater Capital Advisors
Illinois
$850K +$30.8K +993 +4%
LPL Financial
8
LPL Financial
California
$711K +$50.9K +1,643 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$646K -$3.92M -126,469 -86%
Morgan Stanley
10
Morgan Stanley
New York
$492K -$495K -15,978 -51%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$392K -$25.6K -825 -6%
SF
12
Synovus Financial
Georgia
$377K +$85.1K +2,743 +30%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$268K +$33.5K +1,079 +15%
Ameriprise
14
Ameriprise
Minnesota
$232K -$2.54K -82 -1%
CAL
15
Capital Advisors Ltd
Ohio
$109K +$9.68K +312 +10%
UBS Group
16
UBS Group
Switzerland
$65K +$1.92K +62 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$37K – – –
KPCM
18
Kings Point Capital Management
New York
$29K +$27.9K +900 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$14K -$1.18K -38 -8%
IA
20
IFP Advisors
Florida
$9K +$8.56K +276 New
BC
21
Bartlett & Co
Ohio
$5K – – –
APA
22
American Portfolios Advisors
New York
$3.82K +$3.72K +120 New
BlackRock
23
BlackRock
New York
$2K – – –
SG Americas Securities
24
SG Americas Securities
New York
– -$1.55M -52,152 Closed
Jane Street
25
Jane Street
New York
– -$218K -7,296 Closed

RESP Hedge Fund Activity: Q4 2017 in Review

24 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2017, worth a combined $11.4M — down 27% from $15.7M a quarter earlier.

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

The largest buyer was Bank of New York Mellon, adding an estimated $920K. The largest seller was Susquehanna International Group, cutting an estimated $3.92M.

  • 24 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2017, up from 23 in Q3 2017.
  • Funds reported $11.4M of WisdomTree U.S. ESG Fund stock for Q4 2017, down 27% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2017 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2017 was Bank of New York Mellon, an estimated $920K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2017 was Susquehanna International Group, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2017.