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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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29 hedge funds and large institutions have $16.6M invested in WisdomTree U.S. ESG Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 32 → 29 (-3)

14% less capital invested

Capital invested by funds: $19.2M → $16.6M (-$2.65M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$629K
2
Goldman Sachs
Goldman Sachs
New York
+$223K
3
LPL Financial
LPL Financial
California
+$201K
4
Jane Street
Jane Street
New York
+$199K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$196K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.4M
2
Bank of America
Bank of America
North Carolina
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$298K
4
IAA
Ironsides Asset Advisors
North Carolina
-$255K
5
AIC
Ameritas Investment Company
Nebraska
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.09M +$223K +7,135 +8%
Wells Fargo
2
Wells Fargo
California
$1.95M -$44.5K -1,424 -2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.35M +$196K +6,283 +18%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.25M -$111K -3,549 -8%
MHS
5
M Holdings Securities
Oregon
$1.16M – – –
LPL Financial
6
LPL Financial
California
$936K +$201K +6,429 +29%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$794K -$298K -9,537 -28%
CCA
8
Clearwater Capital Advisors
Illinois
$768K -$29.9K -957 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$739K +$629K +20,145 +730%
ST
10
Spinnaker Trust
Maine
$648K -$31.2K -1,000 -5%
Morgan Stanley
11
Morgan Stanley
New York
$643K -$54.8K -1,755 -8%
Bank of America
12
Bank of America
North Carolina
$468K -$1.63M -52,140 -78%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$452K -$57.1K -1,828 -12%
SF
14
Synovus Financial
Georgia
$445K – – –
UBS Group
15
UBS Group
Switzerland
$391K -$32.5K -1,041 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$320K -$87.4K -2,800 -22%
RWA
17
Redhawk Wealth Advisors
Minnesota
$303K +$81.2K +2,600 +38%
Ameriprise
18
Ameriprise
Minnesota
$290K +$1.31K +42 +0.5%
Jane Street
19
Jane Street
New York
$206K +$199K +6,370 New
CAL
20
Capital Advisors Ltd
Ohio
$135K – – –
JP Morgan Chase
21
JP Morgan Chase
New York
$77K – – –
Citigroup
22
Citigroup
New York
$53K -$59.5K -1,905 -54%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$42K +$40.4K +1,293 New
AIA
24
Alera Investment Advisors
Illinois
$28K +$27.1K +868 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$15K – – –
1
2

RESP Hedge Fund Activity: Q1 2019 in Review

29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2019, worth a combined $16.6M — down 14% from $19.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RESP and 3 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $629K. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.4M sold.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2019, down from 32 in Q4 2018.
  • Funds reported $16.6M of WisdomTree U.S. ESG Fund stock for Q1 2019, down 14% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2019 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q1 2019 was Royal Bank of Canada, an estimated $629K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2019 was Citadel Advisors, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2019.