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RESP

WisdomTree U.S. ESG Fund
RESP

Delisted

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

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1 hedge funds and large institutions have $6.6K invested in WisdomTree U.S. ESG Fund in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 41 → 1 (-40)

100% less capital invested

Capital invested by funds: $27.8M → $6.6K (-$27.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 39

Holders
1
Holders Change
-40
Holders Change %
-97.56%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$6.1M
2
COCM
Charter Oak Capital Management
New Hampshire
-$5.32M
3
MHS
M Holdings Securities
Oregon
-$1.76M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.74M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$6.6K – – –
LPL Financial
2
LPL Financial
California
– -$6.1M -123,926 Closed
COCM
3
Charter Oak Capital Management
New Hampshire
– -$5.32M -108,164 Closed
MHS
4
M Holdings Securities
Oregon
– -$1.76M -35,850 Closed
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
– -$1.74M -35,287 Closed
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
– -$1.45M -29,466 Closed
Morgan Stanley
7
Morgan Stanley
New York
– -$1.41M -28,734 Closed
RJFSA
8
Raymond James Financial Services Advisors
Florida
– -$1.16M -23,557 Closed
Osaic Holdings
9
Osaic Holdings
Arizona
– -$1.07M -21,763 Closed
Citadel Advisors
10
Citadel Advisors
Florida
– -$904K -18,385 Closed
RJT
11
Raymond James Trust
Florida
– -$735K -14,946 Closed
OWM
12
Opes Wealth Management
California
– -$626K -12,725 Closed
GVAG
13
Great Valley Advisor Group
Delaware
– -$501K -10,195 Closed
JP Morgan Chase
14
JP Morgan Chase
New York
– -$484K -9,839 Closed
SAM
15
Smartleaf Asset Management
Massachusetts
– -$419K -8,487 Closed
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
– -$400K -8,126 Closed
LA
17
Lifeworks Advisors
Michigan
– -$391K -7,943 Closed
PAG
18
Private Advisor Group
New Jersey
– -$365K -7,422 Closed
ST
19
Spinnaker Trust
Maine
– -$364K -7,405 Closed
MLA
20
My Legacy Advisors
Oregon
– -$340K -6,879 Closed
SWP
21
Stratos Wealth Partners
Ohio
– -$250K -5,082 Closed
IFWM
22
Institute for Wealth Management
Colorado
– -$247K -5,019 Closed
CC
23
Courier Capital
New York
– -$236K -4,794 Closed
BFG
24
Bouchey Financial Group
New York
– -$228K -4,635 Closed
CWA
25
Choice Wealth Advisors
Maine
– -$211K -4,287 Closed
1
2

RESP Hedge Fund Activity: Q1 2024 in Review

1 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. ESG Fund (RESP) for Q1 2024, worth a combined $6.6K — down 100% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of RESP and 0 opened new positions — a net loss of 39 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was LPL Financial, exiting entirely with an estimated $6.1M sold.

  • 1 institutional investor held WisdomTree U.S. ESG Fund (RESP) as of Q1 2024, down from 41 in Q4 2023.
  • Funds reported $6.6K of WisdomTree U.S. ESG Fund stock for Q1 2024, down 100% quarter-over-quarter.
  • 0 funds opened new WisdomTree U.S. ESG Fund positions in Q1 2024 and 39 closed out, a net change of -39 holders.
  • The largest WisdomTree U.S. ESG Fund seller in Q1 2024 was LPL Financial, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2024.