WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
37 hedge funds and large institutions have $27.1M invested in WisdomTree U.S. ESG Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.14% less ownership
Funds ownership: 39.85% → 39.71% (-0.14%)
14% less capital invested
Capital invested by funds: $31.4M → $27.1M (-$4.25M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$459K |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$280K |
| 3 |
MLA
My Legacy Advisors
Bend,
Oregon
|
+$280K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$274K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$433K |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$384K |
| 3 |
LPL Financial
San Diego,
California
|
-$334K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$222K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$48.9K |
RESP Hedge Fund Activity: Q2 2022 in Review
37 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2022, worth a combined $27.1M — down 14% from $31.4M a quarter earlier.
Fund positioning in RESP was balanced in Q2 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 7 trimmed.
The largest buyer was Richard Bernstein Advisors, adding an estimated $459K. The largest seller was Choice Wealth Advisors, exiting entirely with an estimated $433K sold.
- 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $27.1M of WisdomTree U.S. ESG Fund stock for Q2 2022, down 14% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2022 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2022 was Richard Bernstein Advisors, an estimated $459K added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2022 was Choice Wealth Advisors, an estimated $433K sold.
Based on aggregated 13F filings for Q2 2022.