RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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38 hedge funds and large institutions have $25.3M invested in WisdomTree U.S. ESG Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.88M
2
Bank of America
2
Bank of America
North Carolina
$503K
3
FAIM
3
Financial Advocates Investment Management
Washington
$582K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.15M
5
CWA
5
Choice Wealth Advisors
Maine
$225K

Top Sellers

1
COCM
1
Charter Oak Capital Management
New Hampshire
$5.7M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
IFWM
3
Institute for Wealth Management
Colorado
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.14M
5
SF
5
Synovus Financial
Georgia
$451K
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$5.7M 149,120 -48,941 -25%
LPL Financial
2
LPL Financial
California
$3.88M 101,474 +12,145 +14%
IA
3
IFP Advisors
Florida
$1.62M 21,240 – –
MHS
4
M Holdings Securities
Oregon
$1.37M 35,850 – –
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.36M 35,663 +159 +0.4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.15M 30,045 +6,455 +27%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.14M 29,848 -3,205 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$825K 21,582 +27 +0.1%
RBA
9
Richard Bernstein Advisors
New York
$649K 16,966 +453 +3%
RJT
10
Raymond James Trust
Florida
$638K 16,680 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$621K 16,245 +5,022 +45%
FAIM
12
Financial Advocates Investment Management
Washington
$582K 15,228 +7,553 +98%
Morgan Stanley
13
Morgan Stanley
New York
$525K 13,734 +9 +0.1%
Wells Fargo
14
Wells Fargo
California
$503K 13,173 – –
Bank of America
15
Bank of America
North Carolina
$503K 13,157 +11,574 +731%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$455K 11,916 +60 +0.5%
SF
17
Synovus Financial
Georgia
$451K 11,774 -1,946 -14%
Citadel Advisors
18
Citadel Advisors
Florida
$438K 11,458 +5,249 +85%
ST
19
Spinnaker Trust
Maine
$360K 9,417 -1,393 -13%
5L
20
55I LLC
Massachusetts
$355K 9,290 +2,942 +46%
OWM
21
Opes Wealth Management
California
$353K 9,225 +100 +1%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$290K 7,575 – –
MLA
23
My Legacy Advisors
Oregon
$255K 6,616 +268 +4%
GWSG
24
GPS Wealth Strategies Group
Colorado
$234K 6,110 -41 -0.7%
CWA
25
Choice Wealth Advisors
Maine
$225K 5,888 +5,888 New
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