WisdomTree U.S. ESG Fund
RESP
RESP was delisted on the 26th of January, 2024.
41 hedge funds and large institutions have $27.8M invested in WisdomTree U.S. ESG Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $24.7M → $27.8M (+$3.11M)
11% more funds holding
Funds holding: 37 → 41 (+4)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$957K |
| 2 |
Morgan Stanley
New York
|
+$664K |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$367K |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
+$198K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
-$1.32M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$582K |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$214K |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$153K |
| 5 |
MLA
My Legacy Advisors
Bend,
Oregon
|
-$66K |
RESP Hedge Fund Activity: Q4 2023 in Review
41 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q4 2023, worth a combined $27.8M — up 13% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RESP positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $957K. The largest seller was Charter Oak Capital Management, cutting an estimated $1.32M.
- 41 institutional investors held WisdomTree U.S. ESG Fund (RESP) as of Q4 2023, up from 37 in Q3 2023.
- Funds reported $27.8M of WisdomTree U.S. ESG Fund stock for Q4 2023, up 13% quarter-over-quarter.
- 7 funds opened new WisdomTree U.S. ESG Fund positions in Q4 2023 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. ESG Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $957K added.
- The largest WisdomTree U.S. ESG Fund seller in Q4 2023 was Charter Oak Capital Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2023.