RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$673K
2
MLA
2
My Legacy Advisors
Oregon
$264K
3
5L
3
55I LLC
Massachusetts
$259K
4
Citadel Advisors
4
Citadel Advisors
Florida
$253K
5
FAIM
5
Financial Advocates Investment Management
Washington
$313K

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$203K
2
CWA
2
Choice Wealth Advisors
Maine
$0
3
RWA
3
Redhawk Wealth Advisors
Minnesota
$0
4
LPL Financial
4
LPL Financial
California
$3.64M
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$251K
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$8.07M 198,061 -935 -0.5%
LPL Financial
2
LPL Financial
California
$3.64M 89,329 -7,573 -8%
IA
3
IFP Advisors
Florida
$1.62M 21,240 – –
MHS
4
M Holdings Securities
Oregon
$1.46M 35,850 – –
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.45M 35,504 +96 +0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.35M 33,053 +465 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$961K 23,590 +2,405 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$878K 21,555 +23 +0.1%
RJT
9
Raymond James Trust
Florida
$679K 16,680 – –
RBA
10
Richard Bernstein Advisors
New York
$673K 16,513 +10,408 +170%
Morgan Stanley
11
Morgan Stanley
New York
$559K 13,725 +7 +0.1%
SF
12
Synovus Financial
Georgia
$558K 13,720 +35 +0.3%
Wells Fargo
13
Wells Fargo
California
$536K 13,173 -1,110 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$482K 11,856 +64 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$457K 11,223 -675 -6%
ST
16
Spinnaker Trust
Maine
$440K 10,810 +1 +0%
OWM
17
Opes Wealth Management
California
$372K 9,125 +175 +2%
FAIM
18
Financial Advocates Investment Management
Washington
$313K 7,675 +3,365 +78%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$309K 7,575 – –
MLA
20
My Legacy Advisors
Oregon
$264K 6,348 +6,348 New
5L
21
55I LLC
Massachusetts
$259K 6,348 +6,348 New
Citadel Advisors
22
Citadel Advisors
Florida
$253K 6,209 +6,209 New
GWSG
23
GPS Wealth Strategies Group
Colorado
$251K 6,151 -5,032 -45%
CC
24
Courier Capital
New York
$225K 5,531 – –
KAS
25
Kestra Advisory Services
Texas
$222K 5,440 -338 -6%
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