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RESP

WisdomTree U.S. ESG Fund

Delisted

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

27 hedge funds and large institutions have $13.8M invested in WisdomTree U.S. ESG Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

21% more capital invested

Capital invested by funds: $11.4M → $13.8M (+$2.42M)

13% more funds holding

Funds holding: 2427 (+3)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
5
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
$2.57M +$2.01M +62,210 +307%
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.28M +$26.3K +814 +2%
Jane Street
3
Jane Street
New York
$1.19M +$1.24M +38,344 New
MHS
4
M Holdings Securities
Oregon
$1.12M
Wells Fargo
5
Wells Fargo
California
$1.03M -$5.33K -165 -0.5%
Bank of America
6
Bank of America
North Carolina
$852K +$2.13K +66 +0.2%
IAA
7
Ironsides Asset Advisors
North Carolina
$824K -$599K -18,550 -41%
CCA
8
Clearwater Capital Advisors
Illinois
$812K -$18.4K -570 -2%
Morgan Stanley
9
Morgan Stanley
New York
$691K +$219K +6,768 +44%
Citadel Advisors
10
Citadel Advisors
Florida
$682K +$707K +21,895 New
LPL Financial
11
LPL Financial
California
$675K -$20.4K -633 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$453K +$198K +6,145 +73%
SF
13
Synovus Financial
Georgia
$421K +$54.1K +1,676 +14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$405K +$21.8K +675 +5%
FHC
15
First Heartland Consultants
Missouri
$211K +$219K +6,779 New
SG Americas Securities
16
SG Americas Securities
New York
$137K +$142K +4,398 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$135K +$102K +3,173 +275%
CAL
18
Capital Advisors Ltd
Ohio
$130K +$24.9K +771 +23%
SFM
19
Signet Financial Management
New Jersey
$106K +$110K +3,405 New
UBS Group
20
UBS Group
Switzerland
$64K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$14K +$32 +1 +0.2%
IA
22
IFP Advisors
Florida
$9K
BCWM
23
Bartlett & Co Wealth Management
Ohio
$5.14K +$5.33K +165 New
BC
24
Bartlett & Co
Ohio
$5K
APA
25
American Portfolios Advisors
New York
$3.74K

RESP Hedge Fund Activity: Q1 2018 in Review

27 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2018, worth a combined $13.8M — up 21% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RESP positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.01M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.37M sold.

  • 27 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2018, up from 24 in Q4 2017.
  • Funds reported $13.8M of WisdomTree U.S. ESG Fund stock for Q1 2018, up 21% quarter-over-quarter.
  • 6 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2018 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $2.01M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2018 was Bank of New York Mellon, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2018.