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WisdomTree U.S. ESG Fund (RESP) Institutional Ownership

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(As of 01/26/2024)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. ESG Fund (NYSEARCA:RESP)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.34M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.82M
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RESP Institutional Buying and Selling by Quarter

WisdomTree U.S. ESG Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/8/2024ICA Group Wealth Management LLC620$30K0.0%N/A0.040%
2/14/2024Retirement Capital Strategies4,127$203K0.1%N/A0.266%
2/6/2024Private Advisor Group LLC7,422$365K0.0%+11.2%0.479%
2/2/2024Spinnaker Trust7,405$364K0.0%-9.9%0.478%
1/31/2024Opes Wealth Management LLC12,725$626K0.2%-1.8%0.821%
1/26/2024 Charter Oak Capital Management LLC108,164$5.32M0.6%-20.9%6.978%
1/25/2024 International Assets Investment Management LLC31,677$1.56M0.0%N/A2.044%
1/24/2024 International Assets Investment Management LLC31,677$1.56M0.0%N/A2.044%
1/12/2024My Legacy Advisors LLC6,879$340K0.1%-17.2%0.444%
1/12/2024 Choice Wealth Advisors LLC4,287$211K0.1%N/A0.277%
11/14/2023Synovus Financial Corp4,853$214K0.0%-59.2%0.313%
11/13/2023LPL Financial LLC125,094$5.53M0.0%+3.5%8.071%
11/8/2023Spinnaker Trust8,220$363K0.0%-5.7%0.530%
11/4/2023 NBC Securities Inc.1,000$44K0.0%N/A0.065%
10/24/2023 Bouchey Financial Group Ltd4,635$205K0.0%N/A0.299%
10/24/2023 Raymond James Financial Services Advisors Inc.23,557$1.04M0.0%-20.5%1.520%
10/23/2023Commonwealth Equity Services LLC9,443$417K0.0%-4.8%0.609%
10/20/2023My Legacy Advisors LLC8,309$366K0.1%+16.1%0.536%
10/5/2023 Charter Oak Capital Management LLC136,738$6.04M0.8%-2.4%8.822%
8/11/2023Richard Bernstein Advisors LLC12,793$588K0.0%-24.6%0.825%
8/10/2023Private Advisor Group LLC6,618$313K0.0%+25.3%0.427%
8/10/2023Cetera Investment Advisers43,184$1.98M0.0%+32.6%2.786%
7/31/2023LPL Financial LLC120,824$5.55M0.0%+0.4%7.795%
7/20/2023 Charter Oak Capital Management LLC140,094$6.43M0.8%-4.5%8.756%
7/18/2023 Stratos Wealth Partners LTD.5,340$245K0.0%+4.4%0.334%
5/12/2023Richard Bernstein Advisors LLC16,966$731K0.0%-2.6%1.060%
5/11/2023Financial Advocates Investment Management15,817$682K0.0%+3.0%0.989%
5/10/2023LPL Financial LLC120,359$5.19M0.0%+10.7%7.522%
5/2/2023Opes Wealth Management LLC12,720$548K0.2%+37.9%0.795%
4/19/2023 Charter Oak Capital Management LLC146,746$6.33M0.9%-0.5%9.172%
4/17/2023GPS Wealth Strategies Group LLC3,479$150K0.0%N/A0.217%
4/14/2023 Raymond James Financial Services Advisors Inc.29,638$1.28M0.0%-16.1%1.876%
4/11/2023My Legacy Advisors LLC7,227$311K0.1%+11.8%0.457%
2/8/2023 Raymond James Financial Services Advisors Inc.35,322$1.45M0.0%-1.0%2.236%
2/7/2023Commonwealth Equity Services LLC12,821$526K0.0%+7.6%0.811%
2/7/2023LPL Financial LLC108,718$4.47M0.0%+7.1%6.881%
2/7/2023IFP Advisors Inc19,465$1.48M0.0%-8.4%1.232%
2/2/2023Institute for Wealth Management LLC.5,019$206K0.0%N/A0.318%
2/2/2023 Raymond James Trust N.A.16,235$667K0.0%-2.7%1.028%
2/2/2023Spinnaker Trust8,919$366K0.0%-5.3%0.564%
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2/1/2023Great Valley Advisor Group Inc.10,045$413K0.0%N/A0.636%
1/20/2023 Charter Oak Capital Management LLC147,556$6.06M0.9%-1.0%9.339%
12/6/2022 Charter Oak Capital Management LLC149,120$5.70M0.9%-24.7%9.038%
11/15/2022Financial Advocates Investment Management15,228$582K0.0%+98.4%0.923%
11/2/2022CFS Investment Advisory Services LLC5,373$205K0.0%+8.0%0.326%
10/28/2022Spinnaker Trust9,417$360K0.0%-12.9%0.571%
10/27/2022Synovus Financial Corp11,774$451K0.0%-14.2%0.714%
10/17/2022My Legacy Advisors LLC6,616$255K0.1%+4.2%0.401%
8/16/2022CFS Investment Advisory Services LLC4,974$203K0.0%-98.7%0.305%
8/12/2022Financial Advocates Investment Management7,675$313K0.0%+78.1%0.471%
8/11/2022Cetera Investment Advisers33,053$1.35M0.0%+1.4%2.028%
8/2/2022Richard Bernstein Advisors LLC16,513$673K0.0%+170.5%1.013%
7/21/2022 Charter Oak Capital Management LLC198,061$8.07M1.1%N/A12.151%
7/19/2022GPS Wealth Strategies Group LLC6,151$251K0.1%-45.0%0.377%
7/12/2022My Legacy Advisors LLC6,348$264K0.1%N/A0.389%
5/24/2022M Holdings Securities Inc.35,850$1.73M0.1%N/A2.241%
5/12/2022Richard Bernstein Advisors LLC6,105$295K0.0%N/A0.382%
5/11/2022Financial Advocates Investment Management4,310$208K0.0%N/A0.269%
5/5/2022Opes Wealth Management LLC8,950$432K0.1%+5.0%0.559%
5/4/2022Commonwealth Equity Services LLC11,792$569K0.0%-2.7%0.737%
5/2/2022HNP Capital LLC5,531$267K0.0%N/A0.346%
5/2/2022Spinnaker Trust10,809$522K0.0%-3.3%0.676%
4/26/2022Kestra Advisory Services LLC5,778$279K0.0%N/A0.361%
4/21/2022Redhawk Wealth Advisors Inc.7,953$384K0.1%-13.8%0.382%
4/20/2022GPS Wealth Strategies Group LLC11,183$540K0.1%+25.5%0.538%
4/12/2022 Choice Wealth Advisors LLC9,119$433K0.3%-98.2%0.438%
2/22/2022Tyler Stone Wealth Management600$31K0.0%N/A0.029%
2/15/2022CFS Investment Advisory Services LLC7,884$359K0.0%-3.0%0.379%
2/15/2022Cetera Investment Advisers31,819$1.63M0.0%+6.3%1.530%
2/15/2022 Choice Wealth Advisors LLC494,957$25.38M18.7%+4.3%23.796%
2/14/2022LPL Financial LLC106,116$5.44M0.0%+53.3%5.102%
2/9/2022 Charter Oak Capital Management LLC202,372$10.38M1.2%-2.6%9.729%
2/9/2022First Republic Investment Management Inc.7,575$388K0.0%N/A0.364%
2/8/2022 Raymond James Financial Services Advisors Inc.35,139$1.80M0.0%+475.0%1.689%
2/8/2022 Capital Advisors Ltd. LLC4,188$215K0.0%-18.1%0.201%
1/31/2022Opes Wealth Management LLC8,525$437K0.1%+12.5%0.410%
1/31/2022Spinnaker Trust11,182$573K0.0%-3.2%0.538%
1/31/2022Commonwealth Equity Services LLC12,115$621K0.0%-3.0%0.582%
11/19/2021CFS Investment Advisory Services LLC8,131$312K0.0%N/A0.397%
11/16/2021Cetera Investment Advisers29,942$1.40M0.0%+33.7%1.497%
11/16/2021LPL Financial LLC69,203$3.24M0.0%+13.2%3.460%
11/8/2021 Charter Oak Capital Management LLC207,857$9.72M1.2%-1.5%10.393%
11/2/2021 Raymond James Financial Services Advisors Inc.6,111$286K0.0%+10.6%0.306%
11/2/2021 Cambridge Investment Research Advisors Inc.9,298$435K0.0%-68.1%0.465%
10/29/2021Commonwealth Equity Services LLC12,492$583K0.0%-5.3%0.625%
10/29/2021Opes Wealth Management LLC7,580$354K0.1%N/A0.379%
10/20/2021GPS Wealth Strategies Group LLC8,909$416K0.1%+134.9%0.445%
10/13/2021 Choice Wealth Advisors LLC474,477$22.18M18.0%-0.6%23.724%
8/16/2021Royal Bank of Canada24,505$1.15M0.0%-6.4%1.225%
8/13/2021Steward Partners Investment Advisory LLC1,500$70K0.0%-45.4%0.075%
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8/13/2021LPL Financial LLC61,153$2.86M0.0%+13.0%3.058%
8/11/2021Commonwealth Equity Services LLC13,187$616K0.0%+3.0%0.659%
8/11/2021Susquehanna International Group LLP20,512$960K0.0%+23.1%1.026%
8/10/2021 Cambridge Investment Research Advisors Inc.29,157$1.36M0.0%+21.5%1.458%
8/4/2021Redhawk Wealth Advisors Inc.8,096$379K0.1%+19.9%0.405%
7/31/2021GPS Wealth Strategies Group LLC3,792$177K0.0%+98.0%0.190%
5/17/2021Royal Bank of Canada26,168$1.15M0.0%+36.6%1.289%
5/17/2021Thrivent Financial for Lutherans23,904$1.05M0.0%-30.6%1.178%
5/11/2021Synovus Financial Corp13,553$594K0.0%-13.3%0.668%
5/7/2021 Cambridge Investment Research Advisors Inc.23,997$1.05M0.0%N/A1.182%
(Data available from 1/1/2016 forward)

RESP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RESP shares?

During the previous two years, 28 institutional investors and hedge funds held shares of WisdomTree U.S. ESG Fund. The most heavily invested institutionals were LPL Financial LLC ($5.53M), Charter Oak Capital Management LLC ($5.32M), Cetera Investment Advisers ($1.98M), M Holdings Securities Inc. ($1.73M), International Assets Investment Management LLC ($1.56M), IFP Advisors Inc ($1.48M), and Raymond James Financial Services Advisors Inc. ($1.04M).Learn more on RESP's institutional investors.

Which institutional investors have been buying WisdomTree U.S. ESG Fund stock?

Of the 23 institutional investors that purchased WisdomTree U.S. ESG Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charter Oak Capital Management LLC ($198.06K), International Assets Investment Management LLC ($63.35K), M Holdings Securities Inc. ($35.85K), LPL Financial LLC ($23.62K), Richard Bernstein Advisors LLC ($16.51K), Financial Advocates Investment Management ($15.69K), and Cetera Investment Advisers ($11.08K).

How much institutional buying is happening at WisdomTree U.S. ESG Fund?

Institutional investors have bought a total of 424,748 shares in the last 24 months. This purchase volume represents approximately $18.49M in transactions.

Which WisdomTree U.S. ESG Fund major shareholders have been selling company stock?

Of the 12 institutional investors that sold WisdomTree U.S. ESG Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($375.65K), Charter Oak Capital Management LLC ($89.90K), Raymond James Financial Services Advisors Inc. ($12.11K), Synovus Financial Corp ($8.99K), GPS Wealth Strategies Group LLC ($5.03K), Richard Bernstein Advisors LLC ($4.63K), and Spinnaker Trust ($3.58K).

How much institutional selling is happening at WisdomTree U.S. ESG Fund?

Institutional investors have sold a total of 504,574 shares in the last 24 months. This volume of shares sold represents approximately $20.82M in transactions.


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This page (NYSEARCA:RESP) was last updated on 4/26/2024 by MarketBeat.com Staff

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