RESD

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

RESD Fund Description

RESD is actively managed to select stocks in developed markets outside of the US and Canada. The fund screens for various factors and ESG characteristics.

RESD Factset Analytics Insight

RESD actively selects international stocks by screening for a mix of fundamental and technical factors, including quality, value, momentum and correlation. The fund also scores securities for sustainability—favoring positive ESG attributes and excluding companies involved in controversial activities, such as tobacco, small arms, controversial weapons and fossil fuels. Holdings are weighted on a modified market-cap basis, giving heavier weight to constituents with higher market-cap and positive sustainability scores. Note: Prior to March 16, 2020 the fund name was WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund, which tracked an index with the same name and traded under the ticker DHDG. Unlike the fund’s previous strategy, RESD removes all currency hedge.

RESD MSCI ESG Analytics Insight

WisdomTree International ESG Fund has an MSCI ESG Fund Rating of AA based on a score of 8.45 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 International ESG Fund ranks in the 91st percentile within its peer group and in the 79th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

RESD 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.

PERFORMANCE [as of 12/02/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RESD -5.21% -6.54% 6.73% 8.85% 13.26% 11.19% --
RESD (NAV) -4.39% -5.99% 6.85% 9.73% 13.47% 11.79% --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RESD Summary Data

WisdomTree
11/03/16
Open-Ended Fund
0.30%
$7.45M
$26.33K
0.10%

RESD Portfolio Data

$75.63B
17.88
2.20
2.22%
N/A
287

RESD Index Data

No Underlying Index
Proprietary
Proprietary
N/A

RESD Portfolio Management

0.30%
--
--
--

RESD Tax Exposures

20.00% / 39.60%
1.52%
Qualified dividends
No

RESD Fund Structure

Open-Ended Fund
Yes
Yes
-- / --
N/A
N/A
High
Daily

RESD Factset Analytics Block Liquidity

As of 12/03/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RESD. RESD is rated a 4 out of 5.

RESD Tradability

874
$26.33K
198
$5.82K
0.10%
$0.03
0.20%
1.46% / -1.54%
None
20.00%
50,000
0.00
0.01%
0.01%
0
$30.07
4

RESD Top 10 Holdings[View All]

2.93%
2.80%
2.04%
1.80%
1.61%
1.45%
1.32%
1.24%
1.22%
1.16%
17.58%

RESD Countries


RESD
Segment Benchmark
26.27%
--
12.35%
--
11.72%
--
10.73%
--
9.35%
--
6.00%
--
5.88%
--
3.53%
--
3.47%
--
2.74%
--

RESD Regions


RESD
Segment Benchmark
63.89%
--
35.59%
--
0.52%
--

RESD Economic Development


RESD
Segment Benchmark
100.00%
--

RESD Performance Statistics

--
--
--
--
0.00%
N/A

RESD MSCI ESG Ratings

8.45 / 10
78.96
91.18
4.18%
--
74.71

RESD Benchmark Comparison Holdings

287
--
--
0.00%

RESD Benchmark Comparison Summary


RESD
Segment Benchmark
287
--
$75.63B
--
17.88
--
2.20
--
2.31%
--
Low
High

RESD Benchmark Comparison Market Cap Size


RESD
Segment Benchmark
78.67%
--
21.33%
--
0.00%
--
0.00%
--