RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$2.86M
2
CWA
2
Choice Wealth Advisors
Maine
$22.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$960K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.05M

Top Sellers

1
COCM
1
Charter Oak Capital Management
New Hampshire
$9.87M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.15M
3
SPIA
3
Steward Partners Investment Advisory
New York
$70K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$258K
5
Wells Fargo
5
Wells Fargo
California
$871K
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
Choice Wealth Advisors
Maine
$22.3M 477,334 +5,197 +1%
COCM
2
Charter Oak Capital Management
New Hampshire
$9.87M 211,031 -4,562 -2%
LPL Financial
3
LPL Financial
California
$2.86M 61,153 +7,039 +13%
MHS
4
M Holdings Securities
Oregon
$1.68M 35,850 – –
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.36M 29,157 +5,160 +22%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.15M 24,505 -1,663 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.05M 22,391 +2,289 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$1M 21,467 +18 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$960K 20,512 +3,852 +23%
Wells Fargo
10
Wells Fargo
California
$871K 18,636 -72 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$641K 13,698 +5 +0%
SF
12
Synovus Financial
Georgia
$636K 13,580 +27 +0.2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$616K 13,187 +387 +3%
ST
14
Spinnaker Trust
Maine
$545K 11,650 – –
RWA
15
Redhawk Wealth Advisors
Minnesota
$379K 8,096 +1,345 +20%
CC
16
Courier Capital
New York
$259K 5,531 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$258K 5,523 -116 -2%
IFWM
18
Institute for Wealth Management
Colorado
$235K 5,019 – –
CAL
19
Capital Advisors Ltd
Ohio
$196K 4,188 – –
GWSG
20
GPS Wealth Strategies Group
Colorado
$177K 3,792 +1,877 +98%
SBL
21
Sargent Bickham Lagudis
Colorado
$76K 1,615 – –
SPIA
22
Steward Partners Investment Advisory
New York
$70K 1,500 -1,248 -45%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$20K 431 +1 +0.2%
BC
24
Bartlett & Co
Ohio
$8K 165 – –
BCWM
25
Bartlett & Co Wealth Management
Ohio
$7.72K 165 – –
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