RESP

WisdomTree U.S. ESG Fund

Delisted

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

38 hedge funds and large institutions have $25.5M invested in WisdomTree U.S. ESG Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 0 closing their positions.

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
13
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$6.33M 146,746 -810 -0.5%
LPL Financial
2
LPL Financial
California
$5.19M 120,359 +11,641 +11%
MHS
3
M Holdings Securities
Oregon
$1.55M 35,850
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.4M 32,571 +728 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.28M 29,638 -5,684 -16%
Osaic Holdings
6
Osaic Holdings
Arizona
$938K 21,756 +23 +0.1%
RBA
7
Richard Bernstein Advisors
New York
$731K 16,966 -453 -3%
RJT
8
Raymond James Trust
Florida
$697K 16,171 -64 -0.4%
FAIM
9
Financial Advocates Investment Management
Washington
$682K 15,817 +460 +3%
Morgan Stanley
10
Morgan Stanley
New York
$586K 13,586 -158 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$580K 13,460 -4,792 -26%
OWM
12
Opes Wealth Management
California
$548K 12,720 +3,495 +38%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$538K 12,491 -35,211 -74%
SF
14
Synovus Financial
Georgia
$511K 11,859 +36 +0.3%
GVAG
15
Great Valley Advisor Group
Delaware
$434K 10,078 +33 +0.3%
ST
16
Spinnaker Trust
Maine
$385K 8,920 +1 +0%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$363K 8,425 +34 +0.4%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$313K 7,263 -312 -4%
MLA
19
My Legacy Advisors
Oregon
$311K 7,227 +762 +12%
Wells Fargo
20
Wells Fargo
California
$286K 6,643 -719 -10%
CWA
21
Choice Wealth Advisors
Maine
$254K 5,888
PAG
22
Private Advisor Group
New Jersey
$228K 5,280 +5,280 New
Bank of America
23
Bank of America
North Carolina
$222K 5,157 -1,000 -16%
SWP
24
Stratos Wealth Partners
Ohio
$221K 5,117 +139 +3%
IFWM
25
Institute for Wealth Management
Colorado
$216K 5,019