RESP

WisdomTree U.S. ESG Fund

Delisted

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

28 hedge funds and large institutions have $14.8M invested in WisdomTree U.S. ESG Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$1.93M 57,728 -37,861 -40%
Wells Fargo
2
Wells Fargo
California
$1.86M 55,665 -4,672 -8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.29M 38,800 -3,166 -8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.25M 37,498 -1,373 -4%
MHS
5
M Holdings Securities
Oregon
$1.2M 35,850
LPL Financial
6
LPL Financial
California
$1.03M 30,719 +1,746 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$968K 29,025 +29,025 New
CCA
8
Clearwater Capital Advisors
Illinois
$735K 22,023 -1,764 -7%
Morgan Stanley
9
Morgan Stanley
New York
$664K 19,902
ST
10
Spinnaker Trust
Maine
$597K 17,918 -2,173 -11%
SF
11
Synovus Financial
Georgia
$460K 13,801 +45 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$458K 13,744 -269 -2%
Bank of America
13
Bank of America
North Carolina
$413K 12,394 -2,110 -15%
UBS Group
14
UBS Group
Switzerland
$403K 12,093 -1 -0%
Ameriprise
15
Ameriprise
Minnesota
$371K 11,115 +2,146 +24%
RWA
16
Redhawk Wealth Advisors
Minnesota
$347K 10,410 +1,035 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$318K 9,535 -375 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$177K 5,284 -17,619 -77%
CAL
19
Capital Advisors Ltd
Ohio
$140K 4,188
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$79K 2,373
Citigroup
21
Citigroup
New York
$55K 1,640
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$43K 1,293
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$15K 462 +2 +0.4%
BC
24
Bartlett & Co
Ohio
$6K 165
BCWM
25
Bartlett & Co Wealth Management
Ohio
$5.5K 165