RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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28 hedge funds and large institutions have $44.6M invested in WisdomTree U.S. ESG Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.05M
2
CWA
Choice Wealth Advisors
Maine
$20.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.15M
4
LPL Financial
LPL Financial
California
$2.38M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$248K

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$732K
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
COCM
Charter Oak Capital Management
New Hampshire
$9.47M
5
Morgan Stanley
Morgan Stanley
New York
$601K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
1
Choice Wealth Advisors
Maine
$20.7M +$662K +15,074 +3%
COCM
2
Charter Oak Capital Management
New Hampshire
$9.47M -$331K -7,547 -3%
LPL Financial
3
LPL Financial
California
$2.38M +$304K +6,929 +15%
MHS
4
M Holdings Securities
Oregon
$1.58M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M +$308K +7,011 +37%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.05M +$1.05M +23,997 New
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$1.05M -$1.4M – –
Osaic Holdings
8
Osaic Holdings
Arizona
$942K +$703 +16 +0.1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$883K +$125K +2,850 +17%
Wells Fargo
10
Wells Fargo
California
$822K +$104K +2,362 +14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$732K -$952K -21,658 -57%
Morgan Stanley
12
Morgan Stanley
New York
$601K -$312K -7,101 -34%
SF
13
Synovus Financial
Georgia
$594K -$91K -2,077 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$562K +$922 +21 +0.2%
ST
15
Spinnaker Trust
Maine
$511K -$15.4K -350 -3%
RWA
16
Redhawk Wealth Advisors
Minnesota
$296K +$877 +20 +0.3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$248K +$248K +5,639 New
CC
18
Courier Capital
New York
$243K – – –
IFWM
19
Institute for Wealth Management
Colorado
$220K – – –
CAL
20
Capital Advisors Ltd
Ohio
$184K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$121K +$54.8K +1,248 +83%
GWSG
22
GPS Wealth Strategies Group
Colorado
$84K +$84K +1,915 New
SBL
23
Sargent Bickham Lagudis
Colorado
$71K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$19K +$44 +1 +0.2%
BCWM
25
Bartlett & Co Wealth Management
Ohio
$7.25K – – –
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