RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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31 hedge funds and large institutions have $44.8M invested in WisdomTree U.S. ESG Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
9
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.24M
2
OWM
2
Opes Wealth Management
California
$354K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.4M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$312K
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$416K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$435K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$262K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$582K
4
Wells Fargo
4
Wells Fargo
California
$664K
5
COCM
5
Charter Oak Capital Management
New Hampshire
$9.72M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
Choice Wealth Advisors
Maine
$22.2M 474,477 -2,857 -0.6%
COCM
2
Charter Oak Capital Management
New Hampshire
$9.72M 207,857 -3,174 -2%
LPL Financial
3
LPL Financial
California
$3.24M 69,203 +8,050 +13%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.4M 29,942 +7,551 +34%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.01M 21,494 +27 +0.1%
Wells Fargo
6
Wells Fargo
California
$664K 14,207 -4,429 -24%
Morgan Stanley
7
Morgan Stanley
New York
$641K 13,706 +8 +0.1%
SF
8
Synovus Financial
Georgia
$637K 13,624 +44 +0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$583K 12,492 -695 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$582K 12,457 -12,048 -49%
ST
11
Spinnaker Trust
Maine
$540K 11,551 -99 -0.8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$435K 9,298 -19,859 -68%
GWSG
13
GPS Wealth Strategies Group
Colorado
$416K 8,909 +5,117 +135%
RWA
14
Redhawk Wealth Advisors
Minnesota
$371K 7,936 -160 -2%
OWM
15
Opes Wealth Management
California
$354K 7,580 +7,580 New
CIAS
16
CFS Investment Advisory Services
New Jersey
$312K 8,131 +8,131 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$286K 6,111 +588 +11%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$262K 5,614 -14,898 -73%
CC
19
Courier Capital
New York
$259K 5,531 – –
IFWM
20
Institute for Wealth Management
Colorado
$235K 5,019 – –
CAL
21
Capital Advisors Ltd
Ohio
$231K 5,114 +926 +22%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$207K 4,428 +4,428 New
SBL
23
Sargent Bickham Lagudis
Colorado
$75K 1,615 – –
SPIA
24
Steward Partners Investment Advisory
New York
$70K 1,500 – –
UBS Group
25
UBS Group
Switzerland
$26K 553 +553 New
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