WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
27 hedge funds and large institutions have $47.3M invested in WisdomTree U.S. ESG Fund in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
6% more capital invested
Capital invested by funds: $44.6M → $47.3M (+$2.69M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 28 → 27 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$323K |
| 2 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$239K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$237K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$177K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$210K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$76.4K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$57.4K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.33K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.31K |
RESP Hedge Fund Activity: Q2 2021 in Review
27 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2021, worth a combined $47.3M — up 6% from $44.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of RESP and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 12 added.
The largest buyer was LPL Financial, adding an estimated $323K. The largest seller was Charter Oak Capital Management, cutting an estimated $210K.
- 27 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2021, down from 28 in Q1 2021.
- Funds reported $47.3M of WisdomTree U.S. ESG Fund stock for Q2 2021, up 6% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2021 and 1 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2021 was LPL Financial, an estimated $323K added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2021 was Charter Oak Capital Management, an estimated $210K sold.
Based on aggregated 13F filings for Q2 2021.