RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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32 hedge funds and large institutions have $14.9M invested in WisdomTree U.S. ESG Fund in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSAM
1
Blue Sky Asset Management
Colorado
$1.13M
2
FSG
2
Financial Strategies Group
Michigan
$687K
3
CC
3
Courier Capital
New York
$205K
4
IFWM
4
Institute for Wealth Management
Colorado
$185K
5
UBS Group
5
UBS Group
Switzerland
$429K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$460K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$758K
4
CCA
4
Clearwater Capital Advisors
Illinois
$201K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.01M 54,386 -627 -1%
MHS
2
M Holdings Securities
Oregon
$1.32M 35,850 – –
LPL Financial
3
LPL Financial
California
$1.19M 32,124 +2,211 +7%
BSAM
4
Blue Sky Asset Management
Colorado
$1.13M 30,542 +30,542 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.09M 29,426 -3,564 -11%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$758K 20,580 -18,753 -48%
Morgan Stanley
7
Morgan Stanley
New York
$738K 19,997 +129 +0.6%
FSG
8
Financial Strategies Group
Michigan
$687K 18,612 +18,612 New
SF
9
Synovus Financial
Georgia
$621K 16,813 -1,239 -7%
ST
10
Spinnaker Trust
Maine
$603K 16,353 -315 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$544K 14,756 -27 -0.2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$521K 14,123 +321 +2%
Goldman Sachs
13
Goldman Sachs
New York
$460K 12,463 -28,035 -69%
UBS Group
14
UBS Group
Switzerland
$429K 11,619 +2,348 +25%
Bank of America
15
Bank of America
North Carolina
$414K 11,208 -771 -6%
Ameriprise
16
Ameriprise
Minnesota
$349K 9,452 -588 -6%
RWA
17
Redhawk Wealth Advisors
Minnesota
$346K 9,380 +830 +10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$341K 9,235 -300 -3%
Citigroup
19
Citigroup
New York
$305K 8,250 -275 -3%
FAAS
20
First Allied Advisory Services
California
$213K 5,790 +1,600 +38%
CC
21
Courier Capital
New York
$205K 5,531 +5,531 New
CCA
22
Clearwater Capital Advisors
Illinois
$201K 5,445 -13,005 -70%
IFWM
23
Institute for Wealth Management
Colorado
$185K 5,019 +5,019 New
CAL
24
Capital Advisors Ltd
Ohio
$155K 4,188 – –
SPIA
25
Steward Partners Investment Advisory
New York
$58K 1,590 – –
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