RESP

WisdomTree U.S. ESG Fund
*Unless otherwise stated, data provided by FactSet.

RESP Fund Description

RESP is actively managed to select US stocks that are screened based on fundamental and technical factors, and ESG characteristics.

RESP Factset Analytics Insight

RESP is an actively managed portfolio of US stocks, identified based on factors such as value, quality, momentum and correlation, along with ESG characteristics. Selected securities are more heavily weighted in stocks with higher market caps and sustainability score (a composite score of company’s ESG impact plus their potential controversies exposure). The fund is generally rebalanced every quarter, but can be more frequently if deemed necessary. Prior to March 16, 2020, the fund is an earning-focused ETF with fund name: WisdomTree U.S. Total Market Fund, traded under the ticker: EXT and tracking WisdomTree U.S. Total Market Index.

RESP MSCI ESG Analytics Insight

WisdomTree U.S. ESG Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.26 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree U.S. ESG Fund ranks in the 45th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

RESP MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

RESP Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 04/02/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RESP -21.36% -27.55% -27.24% -16.38% 0.72% 3.77% 8.89%
RESP (NAV) -21.24% -27.47% -26.98% -16.30% 0.73% 3.82% 8.89%
No Underlying Index -- -- -- -- -- -- 8.89%
MSCI USA IMI -19.55% -23.61% -23.03% -12.58% 3.10% 5.25% 9.83%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RESP Summary Data

WisdomTree
02/23/07
Open-Ended Fund
0.28%
$68.23M
$545.54K
0.29%

RESP Portfolio Data

$228.14B
18.17
2.44
3.15%
06/23/20
297

RESP Index Data

No Underlying Index
Proprietary
Proprietary
MSCI USA IMI

RESP Portfolio Management

0.28%
-0.22%
-0.04%
-0.45%

RESP Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RESP Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

RESP Factset Analytics Block Liquidity

As of 04/03/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RESP. RESP is rated a 5 out of 5.

RESP Tradability

16,520
$545.54K
9,741
$332.35K
0.29%
$0.11
0.05%
0.52% / -1.71%
None
100.00%
50,000
0.19
0.23%
0.00%
0
$26.71
5

RESP Sector/Industry Breakdown


RESP
Segment Benchmark
23.34%
28.38%
21.62%
16.55%
12.38%
13.08%
11.05%
13.79%
10.87%
10.09%
7.60%
6.57%
4.11%
3.38%
3.22%
3.37%
3.08%
2.00%
2.61%
2.62%

RESP Top 10 Holdings[View All]

Apple Inc. 3.93%
23.88%

RESP Countries


RESP
Segment Benchmark
100.00%
99.91%
--
0.09%

RESP Regions


RESP
Segment Benchmark
100.00%
100.00%

RESP Economic Development


RESP
Segment Benchmark
100.00%
100.00%

RESP Performance Statistics

0.99
1.02
1.02
1.01
0.16%
MSCI USA IMI

RESP MSCI ESG Ratings

5.26 / 10
29.76
44.51
9.20%
4.66%
154.16

RESP Benchmark Comparison Holdings

297
2375
1,202
71.97%

RESP Benchmark Comparison Summary


RESP
Segment Benchmark
297
2375
$228.14B
$257.27B
18.17
24.84
2.44
3.19
2.23%
1.85%
Low
Low

RESP Benchmark Comparison Market Cap Size


RESP
Segment Benchmark
82.87%
83.40%
12.06%
12.50%
4.22%
3.68%
0.84%
0.41%