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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 $8.96M invested in WisdomTree U.S. ESG Fund in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 27 → 24 (-3)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

35% less capital invested

Capital invested by funds: $13.8M → $8.96M (-$4.87M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$75.1K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$28.3K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.6K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.83K
5
SF
Synovus Financial
Georgia
+$1.61K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.57M
2
Jane Street
Jane Street
New York
-$1.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$682K
4
Bank of America
Bank of America
North Carolina
-$337K
5
LPL Financial
LPL Financial
California
-$143K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$1.28M – – –
MHS
2
M Holdings Securities
Oregon
$1.13M – – –
Wells Fargo
3
Wells Fargo
California
$1M -$43.4K -1,371 -4%
IAA
4
Ironsides Asset Advisors
North Carolina
$837K – – –
CCA
5
Clearwater Capital Advisors
Illinois
$825K – – –
Morgan Stanley
6
Morgan Stanley
New York
$702K – – –
LPL Financial
7
LPL Financial
California
$543K -$143K -4,535 -21%
Bank of America
8
Bank of America
North Carolina
$529K -$337K -10,650 -39%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$489K +$28.3K +894 +6%
SF
10
Synovus Financial
Georgia
$430K +$1.61K +51 +0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$428K +$16.6K +525 +4%
FHC
12
First Heartland Consultants
Missouri
$214K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$146K +$8.83K +279 +6%
CAL
14
Capital Advisors Ltd
Ohio
$133K – – –
SFM
15
Signet Financial Management
New Jersey
$84K -$24K -760 -22%
JP Morgan Chase
16
JP Morgan Chase
New York
$75K +$75.1K +2,373 New
UBS Group
17
UBS Group
Switzerland
$63K -$1.96K -62 -3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$14K +$95 +3 +0.7%
IA
19
IFP Advisors
Florida
$9K – – –
BCWM
20
Bartlett & Co Wealth Management
Ohio
$5.22K – – –
BC
21
Bartlett & Co
Ohio
$5K – – –
APA
22
American Portfolios Advisors
New York
$3.8K – – –
BlackRock
23
BlackRock
New York
$2K -$127 -4 -6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– -$2.57M -82,468 Closed
Jane Street
25
Jane Street
New York
– -$1.19M -38,344 Closed
1
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RESP Hedge Fund Activity: Q2 2018 in Review

24 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2018, worth a combined $8.96M — down 35% from $13.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of RESP and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $75.1K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.57M sold.

  • 24 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2018, down from 27 in Q1 2018.
  • Funds reported $8.96M of WisdomTree U.S. ESG Fund stock for Q2 2018, down 35% quarter-over-quarter.
  • 1 fund opened new WisdomTree U.S. ESG Fund positions in Q2 2018 and 4 closed out, a net change of -3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2018 was JP Morgan Chase, an estimated $75.1K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2018 was Susquehanna International Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q2 2018.