RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

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

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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.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.41M
3
SAM
3
Smartleaf Asset Management
Massachusetts
$419K
4
LA
4
Lifeworks Advisors
Michigan
$391K
5
CWA
5
Choice Wealth Advisors
Maine
$211K

Top Sellers

1
COCM
1
Charter Oak Capital Management
New Hampshire
$5.32M
2
RBA
2
Richard Bernstein Advisors
New York
$3.2K
3
SF
3
Synovus Financial
Georgia
$0
4
GWSG
4
GPS Wealth Strategies Group
Colorado
$0
5
MLA
5
My Legacy Advisors
Oregon
$340K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.1M 123,926 -1,168 -0.9%
COCM
2
Charter Oak Capital Management
New Hampshire
$5.32M 108,164 -28,574 -21%
MHS
3
M Holdings Securities
Oregon
$1.76M 35,850 – –
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.74M 35,287 -963 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M 29,466 +20,733 +237%
Morgan Stanley
6
Morgan Stanley
New York
$1.41M 28,734 +14,376 +100%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.16M 23,557 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$1.07M 21,763 -44 -0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$904K 18,385 -273 -1%
RJT
10
Raymond James Trust
Florida
$735K 14,946 – –
OWM
11
Opes Wealth Management
California
$626K 12,725 -235 -2%
GVAG
12
Great Valley Advisor Group
Delaware
$501K 10,195 +42 +0.4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$484K 9,839 +1,418 +17%
SAM
14
Smartleaf Asset Management
Massachusetts
$419K 8,487 +8,487 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$400K 8,126 -1,317 -14%
LA
16
Lifeworks Advisors
Michigan
$391K 7,943 +7,943 New
PAG
17
Private Advisor Group
New Jersey
$365K 7,422 +745 +11%
ST
18
Spinnaker Trust
Maine
$364K 7,405 -815 -10%
MLA
19
My Legacy Advisors
Oregon
$340K 6,879 -1,430 -17%
SWP
20
Stratos Wealth Partners
Ohio
$250K 5,082 -111 -2%
IFWM
21
Institute for Wealth Management
Colorado
$247K 5,019 – –
CC
22
Courier Capital
New York
$236K 4,794 – –
BFG
23
Bouchey Financial Group
New York
$228K 4,635 – –
CWA
24
Choice Wealth Advisors
Maine
$211K 4,287 +4,287 New
Wells Fargo
25
Wells Fargo
California
$207K 4,201 – –
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