RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

Back to rankings

38 hedge funds and large institutions have $31.4M invested in WisdomTree U.S. ESG Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MHS
1
M Holdings Securities
Oregon
$1.73M
2
IA
2
IFP Advisors
Florida
$1.62M
3
RJT
3
Raymond James Trust
Florida
$805K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.02M
5
RBA
5
Richard Bernstein Advisors
New York
$295K

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$433K
2
LPL Financial
2
LPL Financial
California
$4.68M
3
COCM
3
Charter Oak Capital Management
New Hampshire
$9.61M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$384K
5
ST
5
Spinnaker Trust
Maine
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$9.61M 198,996 -3,376 -2%
LPL Financial
2
LPL Financial
California
$4.68M 96,902 -9,214 -9%
MHS
3
M Holdings Securities
Oregon
$1.73M 35,850 +35,850 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.71M 35,408 +269 +0.8%
IA
5
IFP Advisors
Florida
$1.62M 21,240 +21,110 +16,238%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.57M 32,588 +769 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.04M 21,532 +20 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.02M 21,185 +7,322 +53%
RJT
9
Raymond James Trust
Florida
$805K 16,680 +16,680 New
Wells Fargo
10
Wells Fargo
California
$690K 14,283 +135 +1%
Morgan Stanley
11
Morgan Stanley
New York
$662K 13,718 +6 +0%
SF
12
Synovus Financial
Georgia
$662K 13,685 +32 +0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$574K 11,898 +1,388 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$569K 11,792 -323 -3%
GWSG
15
GPS Wealth Strategies Group
Colorado
$540K 11,183 +2,274 +26%
ST
16
Spinnaker Trust
Maine
$522K 10,809 -373 -3%
CWA
17
Choice Wealth Advisors
Maine
$433K 9,119 -485,838 -98%
OWM
18
Opes Wealth Management
California
$432K 8,950 +425 +5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$384K 7,953 -1,277 -14%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$366K 7,575 – –
RBA
21
Richard Bernstein Advisors
New York
$295K 6,105 +6,105 New
KAS
22
Kestra Advisory Services
Texas
$279K 5,778 +5,778 New
CC
23
Courier Capital
New York
$267K 5,531 – –
IFWM
24
Institute for Wealth Management
Colorado
$242K 5,019 – –
FAIM
25
Financial Advocates Investment Management
Washington
$208K 4,310 +4,310 New
1
2