RESP

Fund Description
The WisdomTree U.S. ESG Fund (RESP)* seeks to achieve its investment objective by integrating factor-based investing with U.S. companies who screen favorably on environmental, social and governance (ESG) standards.
Fund Profile
Fund Name WisdomTree U.S. ESG Fund
Fund Exchange Ticker RESP
Fund Sponsor Wisdom Tree
Fund ISIN US97717W5967
Net Expense Ratio 0.28 %
Fund Inception Date 23 February 2007
Fund Legal Structure ETF (Open end fund)
Exchange NYSE Arca
Listing Country Code US
Fund Investment Objective
ETF Type Specific US Equities - Factor & Thematic
Asset Class Equities (Stocks)
Index Linked Active
Index Name Not Applicable
Index Provider Not Applicable
Currency Hedged No
Inverse / Leveraged Not Applicable
Developed / Emerging Developed Market Funds
Market Capitalization Range Broad Market / Multi-Cap
Growth Value Core / Blend
Continent North America
Key Statistics
Return As of Date 22 September 2022
Asset Under Management 66.40 Million (USD)
1 Month Total Return -9.03 %
Year To Date Return -21.18 %
1 Year Total Return -14.22 %
3 Year Annualized Total Return
NAV 40.2425
Share Outstanding 1,650,000
Top 10 Holdings (23 September 2022)
Constituent Name Constituent Ticker Constituent Type Weighting
APPLE INC AAPL EQUI 0.0738597424
MICROSOFT CORP MSFT EQUI 0.0557393470
ALPHABET INC-CL A GOOGL EQUI 0.0440060338
AMAZON.COM INC AMZN EQUI 0.0261229231
TESLA INC TSLA EQUI 0.0194927762
Visa Inc V EQUI 0.0138691392
UNITEDHEALTH GROUP INC UNH EQUI 0.0118140736
MASTERCARD INC - A MA EQUI 0.0110870449
JOHNSON & JOHNSON JNJ EQUI 0.0109327806
JPMORGAN CHASE & CO JPM EQUI 0.0086628626