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

WisdomTree U.S. ESG Fund logo
$50.79 +0.12 (+0.24%)
(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)
5
Total
Institutional Inflows
(last 12 months)
$3.60M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.53M
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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%
2/14/2024 Retirement Capital Strategies4,127$203K0.1%N/A0.266%
2/6/2024 Private Advisor Group LLC7,422$365K0.0%+11.2%0.479%
2/2/2024 Spinnaker Trust7,405$364K0.0%-9.9%0.478%
1/31/2024 Opes 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%
1/12/2024 My Legacy Advisors LLC6,879$340K0.1%-17.2%0.444%
1/12/2024 Choice Wealth Advisors LLC4,287$211K0.1%N/A0.277%
11/14/2023 Synovus Financial Corp4,853$214K0.0%-59.2%0.313%
11/13/2023 LPL Financial LLC125,094$5.53M0.0%+3.5%8.071%
11/8/2023 Spinnaker 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%
10/24/2023Raymond 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%
10/20/2023 My 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%
8/11/2023 Richard Bernstein Advisors LLC12,793$588K0.0%-24.6%0.825%
8/10/2023 Private Advisor Group LLC6,618$313K0.0%+25.3%0.427%
8/10/2023 Cetera Investment Advisers43,184$1.98M0.0%+32.6%2.786%
7/31/2023 LPL 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%
7/18/2023Stratos Wealth Partners LTD.5,340$245K0.0%+4.4%0.334%
5/12/2023 Richard Bernstein Advisors LLC16,966$731K0.0%-2.6%1.060%
5/11/2023 Financial Advocates Investment Management15,817$682K0.0%+3.0%0.989%
5/10/2023 LPL Financial LLC120,359$5.19M0.0%+10.7%7.522%
5/2/2023 Opes 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%
4/17/2023 GPS Wealth Strategies Group LLC3,479$150K0.0%N/A0.217%
4/14/2023Raymond James Financial Services Advisors Inc.29,638$1.28M0.0%-16.1%1.876%
4/11/2023 My Legacy Advisors LLC7,227$311K0.1%+11.8%0.457%
2/8/2023Raymond 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%
2/7/2023 LPL Financial LLC108,718$4.47M0.0%+7.1%6.881%
2/7/2023IFP Advisors Inc19,465$1.48M0.0%-8.4%1.232%
2/2/2023 Institute 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%
2/2/2023 Spinnaker Trust8,919$366K0.0%-5.3%0.564%
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2/1/2023 Great 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%
11/15/2022 Financial Advocates Investment Management15,228$582K0.0%+98.4%0.923%
11/2/2022 CFS Investment Advisory Services LLC5,373$205K0.0%+8.0%0.326%
10/28/2022 Spinnaker Trust9,417$360K0.0%-12.9%0.571%
10/27/2022 Synovus Financial Corp11,774$451K0.0%-14.2%0.714%
10/17/2022 My Legacy Advisors LLC6,616$255K0.1%+4.2%0.401%
8/16/2022 CFS Investment Advisory Services LLC4,974$203K0.0%-98.7%0.305%
8/12/2022 Financial Advocates Investment Management7,675$313K0.0%+78.1%0.471%
8/11/2022 Cetera Investment Advisers33,053$1.35M0.0%+1.4%2.028%
8/2/2022 Richard 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%
7/19/2022 GPS Wealth Strategies Group LLC6,151$251K0.1%-45.0%0.377%
7/12/2022 My Legacy Advisors LLC6,348$264K0.1%N/A0.389%
5/24/2022 M Holdings Securities Inc.35,850$1.73M0.1%N/A2.241%
5/12/2022 Richard Bernstein Advisors LLC6,105$295K0.0%N/A0.382%
5/11/2022 Financial Advocates Investment Management4,310$208K0.0%N/A0.269%
5/5/2022 Opes 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%
5/2/2022 Spinnaker Trust10,809$522K0.0%-3.3%0.676%
4/26/2022 Kestra Advisory Services LLC5,778$279K0.0%N/A0.361%
4/21/2022 Redhawk Wealth Advisors Inc.7,953$384K0.1%-13.8%0.382%
4/20/2022 GPS 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%
2/22/2022 Tyler Stone Wealth Management600$31K0.0%N/A0.029%
2/15/2022 CFS Investment Advisory Services LLC7,884$359K0.0%-3.0%0.379%
2/15/2022 Cetera 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%
2/14/2022 LPL 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%
2/8/2022Raymond 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%
1/31/2022 Opes Wealth Management LLC8,525$437K0.1%+12.5%0.410%
1/31/2022 Spinnaker Trust11,182$573K0.0%-3.2%0.538%
1/31/2022Commonwealth Equity Services LLC12,115$621K0.0%-3.0%0.582%
11/19/2021 CFS Investment Advisory Services LLC8,131$312K0.0%N/A0.397%
11/16/2021 Cetera Investment Advisers29,942$1.40M0.0%+33.7%1.497%
11/16/2021 LPL 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%
11/2/2021Raymond 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%
10/29/2021 Opes Wealth Management LLC7,580$354K0.1%N/A0.379%
10/20/2021 GPS 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%
8/16/2021 Royal Bank of Canada24,505$1.15M0.0%-6.4%1.225%
8/13/2021 Steward Partners Investment Advisory LLC1,500$70K0.0%-45.4%0.075%
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8/13/2021 LPL Financial LLC61,153$2.86M0.0%+13.0%3.058%
8/11/2021Commonwealth Equity Services LLC13,187$616K0.0%+3.0%0.659%
8/11/2021 Susquehanna 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%
8/4/2021 Redhawk Wealth Advisors Inc.8,096$379K0.1%+19.9%0.405%
7/31/2021 GPS Wealth Strategies Group LLC3,792$177K0.0%+98.0%0.190%
5/17/2021 Royal Bank of Canada26,168$1.15M0.0%+36.6%1.289%
5/17/2021 Thrivent Financial for Lutherans23,904$1.05M0.0%-30.6%1.178%
5/11/2021 Synovus 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, 24 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), International Assets Investment Management LLC ($1.56M), IFP Advisors Inc ($1.48M), Raymond James Financial Services Advisors Inc. ($1.04M), and Financial Advocates Investment Management ($682K).Learn more on RESP's institutional investors.

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

Of the 17 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: International Assets Investment Management LLC ($63.35K), LPL Financial LLC ($23.62K), Cetera Investment Advisers ($10.61K), Great Valley Advisor Group Inc. ($10.05K), Institute for Wealth Management LLC. ($5.02K), Bouchey Financial Group Ltd ($4.64K), and Choice Wealth Advisors LLC ($4.29K).

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

Institutional investors have bought a total of 139,882 shares in the last 24 months. This purchase volume represents approximately $6.47M in transactions.

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

Of the 10 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: Charter Oak Capital Management LLC ($40.96K), Raymond James Financial Services Advisors Inc. ($12.11K), Synovus Financial Corp ($7.05K), Richard Bernstein Advisors LLC ($4.63K), Spinnaker Trust ($1.81K), IFP Advisors Inc ($1.78K), and My Legacy Advisors LLC ($1.43K).

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

Institutional investors have sold a total of 70,912 shares in the last 24 months. This volume of shares sold represents approximately $3.29M in transactions.


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This page (NYSEARCA:RESP) was last updated on 12/22/2024 by MarketBeat.com Staff
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