WisdomTree U.S. ESG Fund (RESP)

41.24
Delayed Data
As of Jun 29
 -0.2139 / -0.52%
Today’s Change
39.25
Today|||52-Week Range
51.83
-19.57%
Year-to-Date

Investment Objective

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.

No recent news for WisdomTree U.S. ESG Fund.

Performance

1 month-6.26% 3 years+8.84%
3 months-14.08% 5 years+9.53%
1 year-10.94% Since inception+8.13%
Data through 07/02/2022

Quote Details

Previous close$41.45
Open day’s range41.08 – 41.24
Net asset value (NAV)41.31 (07/01/2022)
Daily volume736
Average volume (3 months)2,821
Data as of 3:29pm ET, 06/29/2022

Peer Comparisonvs. Large blend ETFs

 RESPCategory
Performance 5-yr return+9.53%+14.09%
Expense Gross exp ratio0.28%0.80%
Risk 5 year sharpe ratio0.650.69
Net assets$72.5M$6.1B
Average market cap$105.3B$236.1B
Average P/E16.120.5
Dividend / Share--0.20%

Competitors

VOO Vanguard S&P 500 ETF
IVV iShares Core S&P 500 ETF
SPLG SPDR® Portfolio S&P 500 ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 16.98%
Energy 11.54%
Industrial materials 11.21%
Healthcare 10.88%
Consumer goods 10.64%
Top 10 Holdings
Portfolio weighting
AAPL Apple6.79%
MSFT Microsoft5.86%
GOOGL Google4.70%
AMZN Amazon2.73%
V Visa1.46%
MA MasterCard1.16%
UNH UnitedHealth1.16%
JNJ Johnson & Johnson1.14%
VZ Verizon1.01%
PG Procter & Gamble0.92%