RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.31M
2
LPL Financial
2
LPL Financial
California
$1.4M
3
RIG
3
Roosevelt Investment Group
New York
$244K
4
CC
4
Courier Capital
New York
$212K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$781K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.74M
2
Citadel Advisors
2
Citadel Advisors
Florida
$253K
3
ST
3
Spinnaker Trust
Maine
$450K
4
SF
4
Synovus Financial
Georgia
$609K
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.74M 47,755 -40,188 -46%
LPL Financial
2
LPL Financial
California
$1.4M 38,410 +11,506 +43%
MHS
3
M Holdings Securities
Oregon
$1.31M 35,850 – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M 35,805 +11,831 +49%
Osaic Holdings
5
Osaic Holdings
Arizona
$781K 21,410 +1,473 +7%
Morgan Stanley
6
Morgan Stanley
New York
$758K 20,794 +150 +0.7%
FAAS
7
First Allied Advisory Services
California
$615K 16,876 +1,011 +6%
SF
8
Synovus Financial
Georgia
$609K 16,644 -1,332 -7%
Wells Fargo
9
Wells Fargo
California
$596K 16,346 -491 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$487K 13,367 +30 +0.2%
ST
11
Spinnaker Trust
Maine
$450K 12,350 -1,690 -12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$295K 8,095 -825 -9%
RWA
13
Redhawk Wealth Advisors
Minnesota
$264K 7,236 +651 +10%
Citadel Advisors
14
Citadel Advisors
Florida
$253K 6,937 -18,595 -73%
Ameriprise
15
Ameriprise
Minnesota
$251K 6,875 +394 +6%
RIG
16
Roosevelt Investment Group
New York
$244K 6,694 +6,694 New
CC
17
Courier Capital
New York
$212K 5,531 +5,531 New
CAL
18
Capital Advisors Ltd
Ohio
$153K 4,188 – –
SPIA
19
Steward Partners Investment Advisory
New York
$55K 1,500 – –
UBS Group
20
UBS Group
Switzerland
$50K 1,364 -1,166 -46%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$16K 427 +1 +0.2%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$6.02K 165 – –
BC
23
Bartlett & Co
Ohio
$6K 165 – –
IA
24
IFP Advisors
Florida
$5K 130 – –
APA
25
American Portfolios Advisors
New York
$4.38K 120 – –
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