RESP

WisdomTree U.S. ESG FundWisdomTree
AUM$66.0M
Expense Ratio0.28%
NAV$50.77
Holdings1
InceptionFeb 23, 2007

Price Chart

Key Statistics

Previous Close

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Day Range

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52-Week Range

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Avg Volume

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Dividend Yield

N/A

Expense Ratio

0.28%

AUM

$66.0M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology30.90%
Healthcare13.16%
Financial Services12.85%
Consumer Cyclical12.03%
Communication Services9.13%
Industrials9.03%
Consumer Defensive6.20%
Real Estate2.65%
Utilities2.31%
Basic Materials1.75%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Category
Technology
Types
ESG
Inception Date
Feb 23, 2007
Description
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 (RESP) is an exchange-traded fund issued by WisdomTree that launched on Feb 23, 2007. It currently manages $66.0M in assets under management. The fund charges an expense ratio of 0.28%. The fund holds 1 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1US DOLLAR100.00%66,020,898$66.0M

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
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1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
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1Y
N/A
3Y
+22.78%
5Y
+16.44%

Moving Averages

20-Day MA

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50-Day MA

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200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

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Current Price

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52-Week Low

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Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricRESPTechnology(1413 ETFs)ESG(348 ETFs)
Fund Info
Expense Ratio0.28%0.67%0.47%
AUM$66.0M$6.78B$1.12B
Dividend Yield2.83%2.52%
Avg VolumeN/A1.1M283.1K
Holdings1202227
Performance
1-Month Return-3.56%-4.51%
6-Month Return+1.80%+1.87%
YTD Return-1.20%-0.58%
1-Year Return+18.42%+15.37%

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