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 cap 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. Note: Prior to March 16, 2020, the fund is an earnings-focused ETF with fund name WisdomTree U.S. Total Market Fund, traded under the ticker EXT and tracked WisdomTree U.S. Total Market Index.

PERFORMANCE [as of 10/04/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RESP -3.67% -1.57% -20.44% -12.23% 8.15% 7.94% 10.94%
RESP (NAV) -3.47% -1.56% -20.15% -12.01% 8.26% 8.02% 10.93%
No Underlying Index -- -- -- -- -- -- --
MSCI USA IMI -3.02% 0.10% -20.18% -12.55% 10.27% 9.84% 11.96%
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%
$64.85M
$78.29K
0.48%

RESP Portfolio Data

$483.22B
14.26
3.32
1.45%
N/A
302

RESP Index Data

No Underlying Index
Proprietary
Proprietary
MSCI USA IMI

RESP Portfolio Management

0.28%
--
--
--

RESP Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RESP Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Medium
Daily

RESP Factset Analytics Block Liquidity

As of 10/05/22
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

1,845
$78.29K
1,050
$46.46K
0.48%
$0.21
-0.03%
0.73% / -1.76%
None
100.00%
50,000
0.02
0.12%
0.00%
0
$40.50
5

RESP Sector/Industry Breakdown


RESP
Segment Benchmark
17.80%
--
15.36%
--
11.43%
--
10.53%
--
6.64%
--
6.46%
--
4.38%
--
4.08%
--
3.71%
--
3.61%
--

RESP Top 10 Holdings[View All]

Apple Inc. 6.98%
Tesla Inc 1.73%
27.06%

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%
0.00%
0.00%

RESP Performance Statistics

0.98
0.93
0.94
0.95
0.19%
MSCI USA IMI

RESP Benchmark Comparison Holdings

302
2595
298
49.20%

RESP Benchmark Comparison Summary


RESP
Segment Benchmark
302
2595
$483.22B
$455.87B
14.26
19.39
3.32
3.63
1.75%
1.52%
Low
Low

RESP Benchmark Comparison Market Cap Size


RESP
Segment Benchmark
84.70%
86.98%
15.15%
10.01%
0.02%
2.78%
0.00%
0.22%