RESD

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

RESD Fund Description

RESD is actively managed utilizing a quantitative model to select stocks in developed markets outside of the US and Canada, screened for fundamental and technical factors, and ESG characteristics.

RESD Factset Analytics Insight

RESD actively selects international stocks by screening for multi-factors such as quality, value, momentum, correlation and ESG. Securities are weighted on a modified market cap basis, weighting more heavily towards stocks with higher market caps and positive Sustainability score. Unlike the fund’s previous strategy, RESD removes all currency hedge. Prior to March 16, 2020 the fund name was WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund, tracking an index with the same name and trading under the ticker: DHDG.

RESD MSCI ESG Analytics Insight

WisdomTree International ESG Fund has an MSCI ESG Fund Rating of AA based on a score of 7.95 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 93th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 03/04/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RESD -0.78% 3.20% 0.88% 21.26% 9.36% -- --
RESD (NAV) -0.52% 2.38% 0.33% 17.07% 9.36% -- --
No Underlying Index -- -- -- -- -- -- --
MSCI World ex USA IMI -- -- -- -- -- -- --
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%
$7.24M
$389.37K
0.10%

RESD Portfolio Data

$59.88B
21.54
1.90
1.86%
N/A
284

RESD Index Data

No Underlying Index
Proprietary
Proprietary
MSCI World ex USA IMI

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
75% / 25%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

RESD Factset Analytics Block Liquidity

As of 03/05/21
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

13,380
$389.37K
579
$17.06K
0.10%
$0.03
-0.10%
8.17% / -2.69%
None
18.00%
50,000
0.01
0.01%
0.01%
0
$28.71
4

RESD Sector/Industry Breakdown


RESD
Segment Benchmark
20.21%
21.12%
16.12%
10.71%
14.86%
16.38%
13.25%
12.28%
11.05%
9.68%
10.41%
9.37%
8.13%
8.84%
4.32%
3.11%
1.42%
3.65%
0.23%
4.50%

RESD Top 10 Holdings[View All]

2.43%
1.96%
1.75%
1.51%
1.25%
1.20%
1.14%
1.14%
1.03%
1.03%
14.45%

RESD Countries


RESD
Segment Benchmark
29.43%
23.55%
12.42%
13.53%
11.74%
8.13%
9.83%
8.59%
7.58%
7.93%
6.76%
6.64%
4.97%
3.58%
4.16%
3.67%
2.85%
2.12%
2.82%
2.76%

RESD Regions


RESD
Segment Benchmark
59.29%
55.31%
40.25%
34.51%
0.45%
9.62%
--
0.56%

RESD Economic Development


RESD
Segment Benchmark
100.00%
100.00%
--
0.00%

RESD Performance Statistics

0.83
0.94
0.92
0.98
0.52%
MSCI World ex USA IMI

RESD MSCI ESG Ratings

7.95 / 10
84.32
93.33
1.95%
11.13%
68.34

RESD Benchmark Comparison Holdings

284
3491
284
33.41%

RESD Benchmark Comparison Summary


RESD
Segment Benchmark
284
3491
$59.88B
$58.97B
21.54
44.22
1.90
1.71
2.44%
2.47%
Low
Low

RESD Benchmark Comparison Market Cap Size


RESD
Segment Benchmark
73.29%
70.71%
26.58%
21.55%
0.13%
7.08%
0.00%
0.66%