We are live on ! Find out more
RESP

WisdomTree U.S. ESG Fund

Delisted

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

29 hedge funds and large institutions have $13.6M invested in WisdomTree U.S. ESG Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

52% more capital invested

Capital invested by funds: $8.96M → $13.6M (+$4.67M)

21% more funds holding

Funds holding: 2429 (+5)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
8
Closed
2
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 +$2.53M +76,706 New
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.39M +$12.6K +382 +0.9%
MHS
3
M Holdings Securities
Oregon
$1.2M
Wells Fargo
4
Wells Fargo
California
$1.04M -$19.4K -588 -2%
CCA
5
Clearwater Capital Advisors
Illinois
$844K -$29.7K -900 -3%
Morgan Stanley
6
Morgan Stanley
New York
$728K -$14.5K -439 -2%
ST
7
Spinnaker Trust
Maine
$718K +$709K +21,441 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$717K +$708K +21,416 New
LPL Financial
9
LPL Financial
California
$623K +$48.3K +1,463 +9%
Bank of America
10
Bank of America
North Carolina
$548K -$11.9K -360 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$525K +$8.06K +244 +2%
SF
12
Synovus Financial
Georgia
$457K +$1.65K +50 +0.4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$439K -$13.4K -405 -3%
Jane Street
14
Jane Street
New York
$359K +$355K +10,734 New
IAA
15
Ironsides Asset Advisors
North Carolina
$300K -$578K -17,500 -66%
Ameriprise
16
Ameriprise
Minnesota
$297K +$293K +8,861 New
CC
17
Courier Capital
New York
$209K +$206K +6,231 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$155K +$430 +13 +0.3%
CAL
19
Capital Advisors Ltd
Ohio
$140K
GP
20
Girard Partners
Pennsylvania
$91K +$90.7K +2,745 New
SFM
21
Signet Financial Management
New Jersey
$89K
JP Morgan Chase
22
JP Morgan Chase
New York
$79K
UBS Group
23
UBS Group
Switzerland
$63K -$3.14K -95 -5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$15K +$66 +2 +0.4%
IA
25
IFP Advisors
Florida
$7K -$2.28K -69 -25%

RESP Hedge Fund Activity: Q3 2018 in Review

29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2018, worth a combined $13.6M — up 52% from $8.96M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RESP positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.53M. The largest seller was Ironsides Asset Advisors, cutting an estimated $578K.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2018, up from 24 in Q2 2018.
  • Funds reported $13.6M of WisdomTree U.S. ESG Fund stock for Q3 2018, up 52% quarter-over-quarter.
  • 7 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2018 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2018 was Susquehanna International Group, an estimated $2.53M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2018 was Ironsides Asset Advisors, an estimated $578K sold.

Based on aggregated 13F filings for Q3 2018.