WISDOMTREE TRUST WISDOMTREE US ESG FUNDWISDOMTREE TRUST WISDOMTREE US ESG FUNDWISDOMTREE TRUST WISDOMTREE US ESG FUND

WISDOMTREE TRUST WISDOMTREE US ESG FUND

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Key stats

Assets under management (AUM)
‪1.13 B‬MXN
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV

About WISDOMTREE TRUST WISDOMTREE US ESG FUND

Issuer
WisdomTree, Inc.
Brand
WisdomTree
Expense ratio
0.28%
Inception date
Feb 23, 2007
Index tracked
No Underlying Index
Management style
Active
The fund is closing. The last day of trading on an exchange is January 26, 2024. 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 companys 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.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
Cash
Bonds, Cash & Other100.00%
Cash100.00%