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WisdomTree U.S. ESG Fund (RESP)

50.79 +0.12 (+0.24%)
At close: January 26 at 2:36 PM EST

ETF Summary

The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in U.S. equity securities of companies that exhibit the highest potential for returns based on proprietary measures of fundamental factors and technical factors, as well as favorable environmental, social, and governance (“ESG”) characteristics. The adviser primarily uses a proprietary multi-factor model to select the fund’s investments. The fund is non-diversified.

ETF Overview

Category Large Blend
Fund Family WisdomTree
Net Assets 66M
YTD Daily Total Return 3.26%
Yield 1.33%
Legal Type Exchange Traded Fund

ETF Operations

Attributes RESP Category Average
Annual Report Expense Ratio (net) 0.28% 0.78%
Holdings Turnover 46.00% 50.53%
Total Net Assets 115,831.77 115,831.77

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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