RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

Back to rankings

28 hedge funds and large institutions have $42M invested in WisdomTree U.S. ESG Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Choice Wealth Advisors
Maine
$18.6M
2
COCM
2
Charter Oak Capital Management
New Hampshire
$9.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$704K
4
Citadel Advisors
4
Citadel Advisors
Florida
$655K
5
LPL Financial
5
LPL Financial
California
$1.93M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$781K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
RIG
3
Roosevelt Investment Group
New York
$0
4
SF
4
Synovus Financial
Georgia
$637K
5
Ameriprise
5
Ameriprise
Minnesota
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
Choice Wealth Advisors
Maine
$18.6M 457,063 +457,063 New
COCM
2
Charter Oak Capital Management
New Hampshire
$9.1M 223,140 +223,140 New
LPL Financial
3
LPL Financial
California
$1.93M 47,185 +8,775 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M 38,318 +2,513 +7%
MHS
5
M Holdings Securities
Oregon
$1.46M 35,850 – –
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
– – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$874K 21,433 +23 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$848K 20,794 – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$781K 19,157 -28,598 -60%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$704K 17,252 +17,252 New
Wells Fargo
11
Wells Fargo
California
$667K 16,346 – –
Citadel Advisors
12
Citadel Advisors
Florida
$655K 16,054 +9,117 +131%
SF
13
Synovus Financial
Georgia
$637K 15,630 -1,014 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$521K 12,779 -588 -4%
ST
15
Spinnaker Trust
Maine
$489K 12,000 -350 -3%
CIAS
16
CFS Investment Advisory Services
New Jersey
$306K 7,512 +7,512 New
RWA
17
Redhawk Wealth Advisors
Minnesota
$275K 6,731 -505 -7%
Ameriprise
18
Ameriprise
Minnesota
$256K 6,269 -606 -9%
CC
19
Courier Capital
New York
$226K 5,531 – –
IFWM
20
Institute for Wealth Management
Colorado
$205K 5,019 +5,019 New
CAL
21
Capital Advisors Ltd
Ohio
$171K 4,188 – –
UBS Group
22
UBS Group
Switzerland
$78K 1,912 +548 +40%
SBL
23
Sargent Bickham Lagudis
Colorado
$66K 1,615 +1,615 New
SPIA
24
Steward Partners Investment Advisory
New York
$61K 1,500 – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$17K 429 +2 +0.5%
1
2