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RESP

WisdomTree U.S. ESG Fund

Delisted

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

32 hedge funds and large institutions have $19.2M invested in WisdomTree U.S. ESG Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

41% more capital invested

Capital invested by funds: $13.6M → $19.2M (+$5.6M)

10% more funds holding

Funds holding: 2932 (+3)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.4M +$3.73M +119,453 New
Goldman Sachs
2
Goldman Sachs
New York
$2.52M +$2.76M +88,454 New
Bank of America
3
Bank of America
North Carolina
$1.9M +$1.57M +50,279 +307%
Wells Fargo
4
Wells Fargo
California
$1.76M +$956K +30,641 +98%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.21M +$26.6K +851 +2%
MHS
6
M Holdings Securities
Oregon
$1.02M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.01M +$445K +14,267 +67%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$970K -$1.33M -42,593 -56%
CCA
9
Clearwater Capital Advisors
Illinois
$704K -$13.9K -444 -2%
LPL Financial
10
LPL Financial
California
$641K +$123K +3,927 +21%
Morgan Stanley
11
Morgan Stanley
New York
$616K -$2.87K -92 -0.4%
ST
12
Spinnaker Trust
Maine
$599K -$10.9K -350 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$450K +$4.68K +150 +1%
SF
14
Synovus Financial
Georgia
$391K +$4.37K +140 +1%
UBS Group
15
UBS Group
Switzerland
$374K +$351K +11,247 +596%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$361K -$12.5K -400 -3%
IAA
17
Ironsides Asset Advisors
North Carolina
$255K
Ameriprise
18
Ameriprise
Minnesota
$254K +$2.06K +66 +0.7%
RWA
19
Redhawk Wealth Advisors
Minnesota
$211K +$211K +6,775 New
AIC
20
Ameritas Investment Company
Nebraska
$180K +$198K +6,336 New
CAL
21
Capital Advisors Ltd
Ohio
$119K
Citigroup
22
Citigroup
New York
$101K +$111K +3,545 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$78K -$58.1K -1,862 -40%
JP Morgan Chase
24
JP Morgan Chase
New York
$67K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$16K +$17.2K +550 New

RESP Hedge Fund Activity: Q4 2018 in Review

32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2018, worth a combined $19.2M — up 41% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RESP positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.73M. The largest seller was Susquehanna International Group, cutting an estimated $1.33M.

  • 32 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2018, up from 29 in Q3 2018.
  • Funds reported $19.2M of WisdomTree U.S. ESG Fund stock for Q4 2018, up 41% quarter-over-quarter.
  • 7 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2018 was Citadel Advisors, an estimated $3.73M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2018 was Susquehanna International Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2018.