RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.96M
2
GVAG
2
Great Valley Advisor Group
Delaware
$413K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$345K
4
LPL Financial
4
LPL Financial
California
$4.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$750K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Bank of America
2
Bank of America
North Carolina
$253K
3
Wells Fargo
3
Wells Fargo
California
$302K
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$0
5
CC
5
Courier Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$6.06M 147,556 -1,564 -1%
LPL Financial
2
LPL Financial
California
$4.46M 108,718 +7,244 +7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.96M 47,702 +17,657 +59%
IA
4
IFP Advisors
Florida
$1.48M 19,465 -1,775 -8%
MHS
5
M Holdings Securities
Oregon
$1.47M 35,850 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.45M 35,322 -341 -1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.31M 31,843 +1,995 +7%
Osaic Holdings
8
Osaic Holdings
Arizona
$893K 21,733 +151 +0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$750K 18,252 +6,794 +59%
RBA
10
Richard Bernstein Advisors
New York
$715K 17,419 +453 +3%
RJT
11
Raymond James Trust
Florida
$667K 16,235 -445 -3%
FAIM
12
Financial Advocates Investment Management
Washington
$631K 15,357 +129 +0.8%
Morgan Stanley
13
Morgan Stanley
New York
$564K 13,744 +10 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$526K 12,821 +905 +8%
SF
15
Synovus Financial
Georgia
$486K 11,823 +49 +0.4%
GVAG
16
Great Valley Advisor Group
Delaware
$413K 10,045 +10,045 New
OWM
17
Opes Wealth Management
California
$379K 9,225 – –
ST
18
Spinnaker Trust
Maine
$366K 8,919 -498 -5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$345K 8,391 +8,391 New
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$311K 7,575 – –
Wells Fargo
21
Wells Fargo
California
$302K 7,362 -5,811 -44%
MLA
22
My Legacy Advisors
Oregon
$285K 6,465 -151 -2%
Bank of America
23
Bank of America
North Carolina
$253K 6,157 -7,000 -53%
CWA
24
Choice Wealth Advisors
Maine
$242K 5,888 – –
IFWM
25
Institute for Wealth Management
Colorado
$206K 5,019 +5,019 New
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