EXT

WisdomTree U.S. ESG FundWisdomTree
$28.83N/A (N/A)
AUM$86.8M
Expense Ratio0.28%
NAV$27.26
HoldingsN/A
InceptionJun 18, 2012

Price Chart

Key Statistics

Previous Close

N/A

Day Range

N/A

52-Week Range

N/A

Avg Volume

15.1K

Dividend Yield

0.71%

Expense Ratio

0.28%

AUM

$86.8M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Financial Services21.38%
Technology17.36%
Healthcare11.54%
Industrials11.14%
Communication Services10.09%
Consumer Cyclical9.14%
Consumer Defensive7.71%
Energy4.24%
Utilities3.14%
Real Estate2.24%
Basic Materials2.03%

Fund Information

Subcategory
ESG
Inception Date
Jun 18, 2012
Description
The investment seeks capital appreciation. The fund is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that exhibit certain characteristics that the fund’s investment adviser believes to be indicative of positive future returns as well as incorporating favorable environmental, social, and governance (“ESG”) characteristics based on a model developed by the adviser. The adviser seeks to identify equity securities that have the highest potential for returns based on proprietary measures of fundamental factors. The fund is non-diversified.

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The WisdomTree U.S. ESG Fund (EXT) is an exchange-traded fund issued by WisdomTree that launched on Jun 18, 2012. It currently manages $86.8M in assets under management. The fund charges an expense ratio of 0.28%. It falls under the Financial Services category.

Top 10 holdings represent 0.0% of the fund

No holdings data available.

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A

Moving Averages

20-Day MA

N/A

50-Day MA

N/A

200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

N/A

Current Price

$28.83

52-Week Low

N/A

Current Yield

0.71%

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricEXTFinancial Services(780 ETFs)ESG(143 ETFs)
Fund Info
Expense Ratio0.28%0.67%0.45%
AUM$86.8M$3.06B$1.55B
Dividend Yield0.71%4.52%3.75%
Avg Volume15.1K1.4M446.9K
Holdings277298
Performance
1-Month Return-3.78%-3.10%
6-Month Return+3.45%+2.83%
YTD Return+1.56%+0.77%
1-Year Return+16.03%+14.37%

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