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RESP

WisdomTree U.S. ESG Fund

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

254% more capital invested

Capital invested by funds: $11.9M → $42M (+$30.1M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12% more funds holding

Funds holding: 2528 (+3)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

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
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1
Choice Wealth Advisors
Maine
$18.6M +$17.7M +457,063 New
COCM
2
Charter Oak Capital Management
New Hampshire
$9.1M +$8.65M +223,140 New
LPL Financial
3
LPL Financial
California
$1.93M +$340K +8,775 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.56M +$97.4K +2,513 +7%
MHS
5
M Holdings Securities
Oregon
$1.46M
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$1.4M
Osaic Holdings
7
Osaic Holdings
Arizona
$874K +$891 +23 +0.1%
Morgan Stanley
8
Morgan Stanley
New York
$848K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$781K -$1.11M -28,598 -60%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$704K +$669K +17,252 New
Wells Fargo
11
Wells Fargo
California
$667K
Citadel Advisors
12
Citadel Advisors
Florida
$655K +$353K +9,117 +131%
SF
13
Synovus Financial
Georgia
$637K -$39.3K -1,014 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$521K -$22.8K -588 -4%
ST
15
Spinnaker Trust
Maine
$489K -$13.6K -350 -3%
CIAS
16
CFS Investment Advisory Services
New Jersey
$306K +$291K +7,512 New
RWA
17
Redhawk Wealth Advisors
Minnesota
$275K -$19.6K -505 -7%
Ameriprise
18
Ameriprise
Minnesota
$256K -$23.5K -606 -9%
CC
19
Courier Capital
New York
$226K
IFWM
20
Institute for Wealth Management
Colorado
$205K +$195K +5,019 New
CAL
21
Capital Advisors Ltd
Ohio
$171K
UBS Group
22
UBS Group
Switzerland
$78K +$21.2K +548 +40%
SBL
23
Sargent Bickham Lagudis
Colorado
$66K +$62.6K +1,615 New
SPIA
24
Steward Partners Investment Advisory
New York
$61K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$17K +$78 +2 +0.5%

RESP Hedge Fund Activity: Q4 2020 in Review

28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2020, worth a combined $42M — up 254% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RESP positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $669K. The largest seller was Royal Bank of Canada, cutting an estimated $1.11M.

  • 28 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2020, up from 25 in Q3 2020.
  • Funds reported $42M of WisdomTree U.S. ESG Fund stock for Q4 2020, up 254% quarter-over-quarter.
  • 6 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. ESG Fund buyer in Q4 2020 was Cetera Investment Advisers, an estimated $669K added.
  • The largest WisdomTree U.S. ESG Fund seller in Q4 2020 was Royal Bank of Canada, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2020.