RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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30 hedge funds and large institutions have $53.4M invested in WisdomTree U.S. ESG Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.44M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.8M
3
CWA
3
Choice Wealth Advisors
Maine
$25.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$711K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$388K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$0
2
COCM
2
Charter Oak Capital Management
New Hampshire
$10.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$539K
5
CAL
5
Capital Advisors Ltd
Ohio
$215K
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1
Choice Wealth Advisors
Maine
$25.4M 494,957 +20,480 +4%
COCM
2
Charter Oak Capital Management
New Hampshire
$10.4M 202,372 -5,485 -3%
LPL Financial
3
LPL Financial
California
$5.44M 106,116 +36,913 +53%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.8M 35,139 +29,028 +475%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.63M 31,819 +1,877 +6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.1M 21,512 +18 +0.1%
Wells Fargo
7
Wells Fargo
California
$726K 14,148 -59 -0.4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$711K 13,863 +8,249 +147%
Morgan Stanley
9
Morgan Stanley
New York
$703K 13,712 +6 +0%
SF
10
Synovus Financial
Georgia
$700K 13,653 +29 +0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$621K 12,115 -377 -3%
ST
12
Spinnaker Trust
Maine
$573K 11,182 -369 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$539K 10,510 -1,947 -16%
RWA
14
Redhawk Wealth Advisors
Minnesota
$473K 9,230 +1,294 +16%
GWSG
15
GPS Wealth Strategies Group
Colorado
$457K 8,909 – –
OWM
16
Opes Wealth Management
California
$437K 8,525 +945 +12%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$388K 7,575 +7,575 New
CIAS
18
CFS Investment Advisory Services
New Jersey
$359K 7,884 -247 -3%
CC
19
Courier Capital
New York
$284K 5,531 – –
IFWM
20
Institute for Wealth Management
Colorado
$257K 5,019 – –
CAL
21
Capital Advisors Ltd
Ohio
$215K 4,188 -926 -18%
SBL
22
Sargent Bickham Lagudis
Colorado
$83K 1,615 – –
SPIA
23
Steward Partners Investment Advisory
New York
$77K 1,500 – –
TSWM
24
Tyler-Stone Wealth Management
Ohio
$31K 600 +600 New
UBS Group
25
UBS Group
Switzerland
$25K 496 -57 -10%
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