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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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31 hedge funds and large institutions have $14.9M invested in WisdomTree U.S. ESG Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

11% more funds holding

Funds holding: 28 → 31 (+3)

1% more capital invested

Capital invested by funds: $14.8M → $14.9M (+$100K)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$319K
2
Citigroup
Citigroup
New York
+$231K
3
SF
Synovus Financial
Georgia
+$143K
4
FAAS
First Allied Advisory Services
California
+$141K
5
Citadel Advisors
Citadel Advisors
Florida
+$100K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$579K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$195K
3
CCA
Clearwater Capital Advisors
Illinois
-$120K
4
UBS Group
UBS Group
Switzerland
-$94.9K
5
RWA
Redhawk Wealth Advisors
Minnesota
-$62.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$1.86M -$21.9K -652 -1%
Goldman Sachs
2
Goldman Sachs
New York
$1.37M -$579K -17,230 -30%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.33M +$61.7K +1,835 +5%
MHS
4
M Holdings Securities
Oregon
$1.22M – – –
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.12M -$195K -5,810 -15%
Citadel Advisors
6
Citadel Advisors
Florida
$1.08M +$100K +2,988 +10%
LPL Financial
7
LPL Financial
California
$1.01M -$27.1K -806 -3%
Morgan Stanley
8
Morgan Stanley
New York
$674K -$1.14K -34 -0.2%
CCA
9
Clearwater Capital Advisors
Illinois
$625K -$120K -3,573 -16%
SF
10
Synovus Financial
Georgia
$613K +$143K +4,251 +31%
ST
11
Spinnaker Trust
Maine
$565K -$42K -1,250 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$501K +$319K +9,499 +180%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$467K +$1.95K +58 +0.4%
Bank of America
14
Bank of America
North Carolina
$406K -$14K -415 -3%
Ameriprise
15
Ameriprise
Minnesota
$340K -$36.1K -1,075 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$323K – – –
UBS Group
17
UBS Group
Switzerland
$314K -$94.9K -2,822 -23%
RWA
18
Redhawk Wealth Advisors
Minnesota
$290K -$62.5K -1,860 -18%
Citigroup
19
Citigroup
New York
$289K +$231K +6,885 +420%
CAL
20
Capital Advisors Ltd
Ohio
$142K – – –
FAAS
21
First Allied Advisory Services
California
$142K +$141K +4,190 New
JP Morgan Chase
22
JP Morgan Chase
New York
$80K – – –
SPIA
23
Steward Partners Investment Advisory
New York
$53K +$53.5K +1,590 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$44K – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$14K -$1.48K -44 -10%
1
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RESP Hedge Fund Activity: Q3 2019 in Review

31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2019, worth a combined $14.9M — up 0.68% from $14.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RESP positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $319K. The largest seller was Goldman Sachs, cutting an estimated $579K.

  • 31 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2019, up from 28 in Q2 2019.
  • Funds reported $14.9M of WisdomTree U.S. ESG Fund stock for Q3 2019, up 0.68% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2019 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2019 was Royal Bank of Canada, an estimated $319K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2019 was Goldman Sachs, an estimated $579K sold.

Based on aggregated 13F filings for Q3 2019.