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 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
3% less funds holding
Funds holding: 38 → 37 (-1)
14% less capital invested
Capital invested by funds: $31.4M → $27.1M (-$4.26M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
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 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$16.6M |
| 2 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$433K |
| 3 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$384K |
| 4 |
LPL Financial
San Diego,
California
|
-$334K |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$222K |
RESP Hedge Fund Activity: Q2 2022 in Review
37 of the 5,937 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.
Sellers outnumbered buyers: 5 funds closed out of RESP and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 12 added.
The largest buyer was Richard Bernstein Advisors, adding an estimated $459K. The largest seller was CFS Investment Advisory Services, cutting an estimated $16.6M.
- 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2022, down from 38 in Q1 2022.
- Funds reported $27.1M of WisdomTree U.S. ESG Fund stock for Q2 2022, down 14% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- 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 CFS Investment Advisory Services, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2022.