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RESP

WisdomTree U.S. ESG Fund

Delisted

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

25 hedge funds and large institutions have $11.8M invested in WisdomTree U.S. ESG Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2925 (-4)

20% less capital invested

Capital invested by funds: $14.6M → $11.8M (-$2.87M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.95M +$1.2M +38,148 +77%
MHS
2
M Holdings Securities
Oregon
$1.2M
LPL Financial
3
LPL Financial
California
$902K +$28K +891 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$856K -$2.39M -76,184 -75%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$804K -$1.97M -62,927 -72%
Morgan Stanley
6
Morgan Stanley
New York
$692K -$28.2K -900 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$668K -$9.63K -307 -2%
SF
8
Synovus Financial
Georgia
$601K +$1.44K +46 +0.3%
Wells Fargo
9
Wells Fargo
California
$564K -$271K -8,641 -34%
FAAS
10
First Allied Advisory Services
California
$532K +$41.6K +1,325 +9%
ST
11
Spinnaker Trust
Maine
$470K -$33.1K -1,056 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$447K -$4.86K -155 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$299K -$5.18K -165 -2%
RWA
14
Redhawk Wealth Advisors
Minnesota
$221K +$207K +6,585 New
Ameriprise
15
Ameriprise
Minnesota
$217K -$80.6K -2,570 -28%
CAL
16
Capital Advisors Ltd
Ohio
$140K
UBS Group
17
UBS Group
Switzerland
$85K -$8.91K -284 -10%
SPIA
18
Steward Partners Investment Advisory
New York
$50K
Bank of America
19
Bank of America
North Carolina
$47K -$308K -9,828 -88%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$14K +$31 +1 +0.2%
BC
21
Bartlett & Co
Ohio
$6K
BCWM
22
Bartlett & Co Wealth Management
Ohio
$5.53K
APA
23
American Portfolios Advisors
New York
$4.02K
HPC
24
HM Payson & Co
Maine
$4K
IA
25
IFP Advisors
Florida
$4K

RESP Hedge Fund Activity: Q2 2020 in Review

25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2020, worth a combined $11.8M — down 20% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of RESP and 1 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.2M. The largest seller was Citadel Advisors, cutting an estimated $2.39M.

  • 25 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2020, down from 29 in Q1 2020.
  • Funds reported $11.8M of WisdomTree U.S. ESG Fund stock for Q2 2020, down 20% quarter-over-quarter.
  • 1 fund opened new WisdomTree U.S. ESG Fund positions in Q2 2020 and 5 closed out, a net change of -4 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.2M added.
  • The largest WisdomTree U.S. ESG Fund seller in Q2 2020 was Citadel Advisors, an estimated $2.39M sold.

Based on aggregated 13F filings for Q2 2020.