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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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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.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 29 → 28 (-1)

11% less capital invested

Capital invested by funds: $16.6M → $14.8M (-$1.76M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

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
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$955K
2
Ameriprise
Ameriprise
Minnesota
+$70.6K
3
LPL Financial
LPL Financial
California
+$57.5K
4
RWA
Redhawk Wealth Advisors
Minnesota
+$34.1K
5
SF
Synovus Financial
Georgia
+$1.48K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$794K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$580K
4
Jane Street
Jane Street
New York
-$206K
5
Wells Fargo
Wells Fargo
California
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.93M -$1.25M -37,861 -40%
Wells Fargo
2
Wells Fargo
California
$1.86M -$154K -4,672 -8%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.29M -$104K -3,166 -8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.25M -$45.2K -1,373 -4%
MHS
5
M Holdings Securities
Oregon
$1.2M – – –
LPL Financial
6
LPL Financial
California
$1.02M +$57.5K +1,746 +6%
Citadel Advisors
7
Citadel Advisors
Florida
$968K +$955K +29,025 New
CCA
8
Clearwater Capital Advisors
Illinois
$735K -$58.1K -1,764 -7%
Morgan Stanley
9
Morgan Stanley
New York
$664K – – –
ST
10
Spinnaker Trust
Maine
$597K -$71.5K -2,173 -11%
SF
11
Synovus Financial
Georgia
$460K +$1.48K +45 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$458K -$8.85K -269 -2%
Bank of America
13
Bank of America
North Carolina
$413K -$69.4K -2,110 -15%
UBS Group
14
UBS Group
Switzerland
$403K -$33 -1 -0%
Ameriprise
15
Ameriprise
Minnesota
$371K +$70.6K +2,146 +24%
RWA
16
Redhawk Wealth Advisors
Minnesota
$347K +$34.1K +1,035 +11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$318K -$12.3K -375 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$177K -$580K -17,619 -77%
CAL
19
Capital Advisors Ltd
Ohio
$140K – – –
JP Morgan Chase
20
JP Morgan Chase
New York
$79K – – –
Citigroup
21
Citigroup
New York
$55K – – –
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$43K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$15K +$66 +2 +0.4%
BC
24
Bartlett & Co
Ohio
$6K – – –
BCWM
25
Bartlett & Co Wealth Management
Ohio
$5.5K – – –
1
2

RESP Hedge Fund Activity: Q2 2019 in Review

28 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2019, worth a combined $14.8M — down 11% from $16.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of RESP and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $955K. The largest seller was Goldman Sachs, cutting an estimated $1.25M.

  • 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2019, down from 29 in Q1 2019.
  • Funds reported $14.8M of WisdomTree U.S. ESG Fund stock for Q2 2019, down 11% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2019 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2019 was Citadel Advisors, an estimated $955K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2019 was Goldman Sachs, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2019.