We are live on ! Find out more
RESP

WisdomTree U.S. ESG Fund

Delisted

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

25 hedge funds and large institutions have $11.9M invested in WisdomTree U.S. ESG Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

1% more capital invested

Capital invested by funds: $11.8M → $11.9M (+$83.8K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
7
Closed
2
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
$1.74M -$1.45M -40,188 -46%
LPL Financial
2
LPL Financial
California
$1.4M +$414K +11,506 +43%
MHS
3
M Holdings Securities
Oregon
$1.31M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M +$425K +11,831 +49%
Osaic Holdings
5
Osaic Holdings
Arizona
$781K +$53K +1,473 +7%
Morgan Stanley
6
Morgan Stanley
New York
$758K +$5.39K +150 +0.7%
FAAS
7
First Allied Advisory Services
California
$615K +$36.4K +1,011 +6%
SF
8
Synovus Financial
Georgia
$609K -$47.9K -1,332 -7%
Wells Fargo
9
Wells Fargo
California
$596K -$17.7K -491 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$487K +$1.08K +30 +0.2%
ST
11
Spinnaker Trust
Maine
$450K -$60.8K -1,690 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$295K -$29.7K -825 -9%
RWA
13
Redhawk Wealth Advisors
Minnesota
$264K +$23.4K +651 +10%
Citadel Advisors
14
Citadel Advisors
Florida
$253K -$669K -18,595 -73%
Ameriprise
15
Ameriprise
Minnesota
$251K +$14.2K +394 +6%
RIG
16
Roosevelt Investment Group
New York
$244K +$241K +6,694 New
CC
17
Courier Capital
New York
$212K +$199K +5,531 New
CAL
18
Capital Advisors Ltd
Ohio
$153K
SPIA
19
Steward Partners Investment Advisory
New York
$55K
UBS Group
20
UBS Group
Switzerland
$50K -$41.9K -1,166 -46%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16K +$36 +1 +0.2%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$6.02K
BC
23
Bartlett & Co
Ohio
$6K
IA
24
IFP Advisors
Florida
$5K
APA
25
American Portfolios Advisors
New York
$4.38K

RESP Hedge Fund Activity: Q3 2020 in Review

25 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2020, worth a combined $11.9M — up 0.71% from $11.8M a quarter earlier.

Fund positioning in RESP was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $425K. The largest seller was Royal Bank of Canada, cutting an estimated $1.45M.

  • 25 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $11.9M of WisdomTree U.S. ESG Fund stock for Q3 2020, up 0.71% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2020 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q3 2020 was Susquehanna International Group, an estimated $425K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q3 2020 was Royal Bank of Canada, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2020.