WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
37 hedge funds and large institutions have $28.2M invested in WisdomTree U.S. ESG Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
10% more capital invested
Capital invested by funds: $25.5M → $28.2M (+$2.66M)
3% less funds holding
Funds holding: 38 → 37 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.76M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$466K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$175K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$58.7K |
| 5 |
LPL Financial
San Diego,
California
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$580K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$313K |
| 3 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$292K |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$254K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$221K |
RESP Hedge Fund Activity: Q2 2023 in Review
37 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q2 2023, worth a combined $28.2M — up 10% from $25.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of RESP and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 13 added.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $1.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $580K sold.
- 37 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q2 2023, down from 38 in Q1 2023.
- Funds reported $28.2M of WisdomTree U.S. ESG Fund stock for Q2 2023, up 10% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. ESG Fund positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. ESG Fund buyer in Q2 2023 was Retirement Capital Strategies, an estimated $1.76M added.
- The largest WisdomTree U.S. ESG Fund seller in Q2 2023 was Citadel Advisors, an estimated $580K sold.
Based on aggregated 13F filings for Q2 2023.