WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
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.
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 37 → 38 (+1)
7% less capital invested
Capital invested by funds: $27.1M → $25.3M (-$1.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$8.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$518K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$494K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$322K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$2.09M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$222K |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$204K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$137K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$83.1K |
RESP Hedge Fund Activity: Q3 2022 in Review
38 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q3 2022, worth a combined $25.3M — down 6.9% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new RESP positions and 2 closed out — a net gain of 1 holder — while 17 added to existing stakes and 6 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $8.78M. The largest seller was Charter Oak Capital Management, cutting an estimated $2.09M.
- 38 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q3 2022, up from 37 in Q2 2022.
- Funds reported $25.3M of WisdomTree U.S. ESG Fund stock for Q3 2022, down 6.9% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. ESG Fund positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $8.78M added.
- The largest WisdomTree U.S. ESG Fund seller in Q3 2022 was Charter Oak Capital Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q3 2022.