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RESP

WisdomTree U.S. ESG Fund

Delisted

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

29 hedge funds and large institutions have $14.6M invested in WisdomTree U.S. ESG Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $14.9M → $14.6M (-$285K)

9% less funds holding

Funds holding: 3229 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
29
Holders Change
-3
Holders Change %
-9.38%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$2.79M +$3.45M +101,716 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.38M +$2.95M +86,901 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.36M +$1.19M +35,039 +237%
Goldman Sachs
4
Goldman Sachs
New York
$1.34M +$1.23M +36,226 +291%
MHS
5
M Holdings Securities
Oregon
$983K
LPL Financial
6
LPL Financial
California
$714K -$207K -6,111 -19%
Wells Fargo
7
Wells Fargo
California
$699K -$981K -28,908 -53%
Morgan Stanley
8
Morgan Stanley
New York
$591K +$52.5K +1,547 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$555K +$687K +20,244 New
SF
10
Synovus Financial
Georgia
$493K +$37.9K +1,117 +7%
ST
11
Spinnaker Trust
Maine
$414K -$42.7K -1,257 -8%
FAAS
12
First Allied Advisory Services
California
$399K +$297K +8,750 +151%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$370K -$21.4K -631 -4%
Bank of America
14
Bank of America
North Carolina
$308K +$679 +20 +0.2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$249K -$5.09K -150 -2%
Ameriprise
16
Ameriprise
Minnesota
$248K -$13.6K -401 -4%
Jane Street
17
Jane Street
New York
$235K +$291K +8,557 New
SS
18
Sunbelt Securities
Texas
$210K +$260K +7,648 New
CAL
19
Capital Advisors Ltd
Ohio
$115K
UBS Group
20
UBS Group
Switzerland
$77K -$299K -8,805 -76%
SPIA
21
Steward Partners Investment Advisory
New York
$41K -$3.06K -90 -6%
Citigroup
22
Citigroup
New York
$37K -$234K -6,885 -83%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$12K +$102 +3 +0.7%
BC
24
Bartlett & Co
Ohio
$5K +$5.6K +165 New
BCWM
25
Bartlett & Co Wealth Management
Ohio
$4.53K

RESP Hedge Fund Activity: Q1 2020 in Review

29 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2020, worth a combined $14.6M — down 1.9% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of RESP and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.45M. The largest seller was Blue Sky Asset Management, exiting entirely with an estimated $1.13M sold.

  • 29 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q1 2020, down from 32 in Q4 2019.
  • Funds reported $14.6M of WisdomTree U.S. ESG Fund stock for Q1 2020, down 1.9% quarter-over-quarter.
  • 8 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2020 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. ESG Fund buyer in Q1 2020 was Citadel Advisors, an estimated $3.45M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2020 was Blue Sky Asset Management, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2020.