RESP

WisdomTree U.S. ESG Fund

Delisted

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.

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$6.43M 140,094 -6,652 -5%
LPL Financial
2
LPL Financial
California
$5.55M 120,824 +465 +0.4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.98M 43,184 +10,613 +33%
RCS
4
Retirement Capital Strategies
California
$1.85M 40,175 +40,175 New
MHS
5
M Holdings Securities
Oregon
$1.65M 35,850
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.36M 29,638
Osaic Holdings
7
Osaic Holdings
Arizona
$1M 21,781 +25 +0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$757K 16,474 +3,983 +32%
RJT
9
Raymond James Trust
Florida
$686K 14,946 -1,225 -8%
Morgan Stanley
10
Morgan Stanley
New York
$624K 13,594 +8 +0.1%
OWM
11
Opes Wealth Management
California
$590K 12,855 +135 +1%
RBA
12
Richard Bernstein Advisors
New York
$588K 12,793 -4,173 -25%
SF
13
Synovus Financial
Georgia
$546K 11,899 +40 +0.3%
FAIM
14
Financial Advocates Investment Management
Washington
$496K 10,792 -5,025 -32%
GVAG
15
Great Valley Advisor Group
Delaware
$465K 10,115 +37 +0.4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$456K 9,923 -2,159 -18%
ST
17
Spinnaker Trust
Maine
$401K 8,720 -200 -2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$380K 8,280 -145 -2%
MLA
19
My Legacy Advisors
Oregon
$334K 7,154 -73 -1%
PAG
20
Private Advisor Group
New Jersey
$313K 6,618 +1,338 +25%
Wells Fargo
21
Wells Fargo
California
$296K 6,450 -193 -3%
SWP
22
Stratos Wealth Partners
Ohio
$245K 5,340 +223 +4%
IFWM
23
Institute for Wealth Management
Colorado
$231K 5,019
CC
24
Courier Capital
New York
$220K 4,794
CAL
25
Capital Advisors Ltd
Ohio
$192K 4,188