WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
36 hedge funds and large institutions have $27.2M invested in WisdomTree U.S. ESG Fund in 2022 Q4 according to their latest regulatory filings, with 5 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
8% more capital invested
Capital invested by funds: $25.3M → $27.2M (+$1.96M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5% less funds holding
Funds holding: 38 → 36 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$728K |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$414K |
| 3 |
JP Morgan Chase
New York
|
+$346K |
| 4 |
LPL Financial
San Diego,
California
|
+$299K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$621K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$289K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$240K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$234K |
| 5 |
CC
Courier Capital
Buffalo,
New York
|
-$211K |
RESP Hedge Fund Activity: Q4 2022 in Review
36 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2022, worth a combined $27.2M — up 7.8% from $25.3M a quarter earlier.
Fund positioning in RESP was balanced in Q4 2022: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $728K. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $621K sold.
- 36 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2022, down from 38 in Q3 2022.
- Funds reported $27.2M of WisdomTree U.S. ESG Fund stock for Q4 2022, up 7.8% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2022 and 5 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2022 was Susquehanna International Group, an estimated $728K added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $621K sold.
Based on aggregated 13F filings for Q4 2022.