ARCA:RESP

WisdomTree U.S. ESG Fund

$ 50.792 0.122 ( +0.24%) 02:36 PM EST
PE Ratio:
17.39
PB Ratio:
3.21
Volume:
18.66K
Dividend Yield %:
1.36
Last Holding update 2024-03-01 301 Stocks (47 new)
Value $68.00 Mil Turnover 13 %
Top Holdings: AAPL(6.29%) MSFT(6.03%) GOOGL(3.82%) NVDA(2.80%) AMZN(2.76%)
Portfolio Report
Registrant: WisdomTree U.S. ESG Fund
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. ESG Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. ESG Fund Key Statistics

Name Value
Day's Open ($) 50.915
Day's Range ($) 50.65 - 50.935
Day's Volume 18,661
52-Week Range ($) 40.6301 - 50.935
Beta -
3-Year Sharpe Ratio 0.28
3-Year Sortino Ratio 0.41
Volatility -
14-Day RSI -
14-Day ATR ($) 0.019234
20-Day SMA ($) -

Fundamental Data

Name Value
Market Cap (Mil $) 66.03
Shares Outstanding (Mil) -
PE Ratio 17.39
PE Ratio (10y Range) 14.3 - 25.2
PE Ratio (10y Median) 17.39
PB Ratio 3.21
PB Ratio (10y Range) 2.5 - 4.04
PB Ratio (10y Median) 3.25

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.693
Dividend Yield % 1.36
Dividend Yield % (10y Range) 0.88 - 3.12
Dividend Yield % (10y Median) 1.36
Next Dividend Payment Date
Dividend Frequency Quarterly

RESP WisdomTree U.S. ESG Fund Fundamental Charts

Historical TTM Price-to-Earnings for RESP WisdomTree U.S. ESG Fund

Historical TTM Price-to-Earnings without NRI for RESP WisdomTree U.S. ESG Fund

Historical Price-to-Book Ratio for RESP WisdomTree U.S. ESG Fund

Historical Dividend Yields for RESP WisdomTree U.S. ESG Fund

WisdomTree U.S. ESG Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:RESP

No Available Data

ARCA:RESP is held by these investors

No Available Data
WisdomTree U.S. ESG Fund Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
22,082
4,251.4
-9.61%
6.290
-0.62%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
10,842
4,077.0
-3.87%
6.030
-0.21%
0.000
+29.81%
+19.87%
3,740,948.0
Software
GOOGL
Alphabet Inc
18,506
2,585.1
-9.54%
3.820
-0.39%
0.000
+14.81%
-4.59%
2,192,674.9
Interactive Media
NVDA
NVIDIA Corp
38,280
1,895.7
-5.50%
2.800
-0.15%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AMZN
Amazon.com Inc
12,276
1,865.2
-17.53%
2.760
-0.51%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
META
Meta Platforms Inc
3,855
1,364.5
-6.61%
2.020
-0.13%
0.000
+32.10%
+22.75%
1,804,054.9
Interactive Media
BRK.B
Berkshire Hathaway Inc
2,233
796.4
New Holding
1.180
+1.18%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
V
Visa Inc
2,687
699.6
-19.89%
1.030
-0.24%
0.000
+4.53%
+10.46%
679,681.4
Credit Services
JPM
JPMorgan Chase & Co
3,768
640.9
-23.88%
0.950
-0.26%
0.000
+22.03%
+21.61%
797,211.0
Banks
LLY
Eli Lilly and Co
1,044
608.6
-16.55%
0.900
-0.17%
0.000
+8.50%
+3.11%
711,913.3
Drug Manufacturers

WisdomTree U.S. ESG Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. ESG Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B
Berkshire Hathaway Inc
2023-12-31
New Buy
New Buy
+1.18%
●
331.71 ($350.99) 362.68
$475.86
35.58%
New holding
2,233
2,233
INTC
Intel Corp
2023-12-31
New Buy
New Buy
+0.78%
●
32.52 ($40.62) 50.76
$23.43
-42.32%
New holding
10,459
10,459
BAC
Bank of America Corp
2023-12-31
Sold Out
Sold Out
-0.65%
●
25.17 ($29.12) 33.94
$46.73
60.47%
Sold Out
0
-15,541
AAPL
Apple Inc
2023-12-31
Reduce
Reduce
-0.62%
●
166.89 ($184.64) 198.11
$211.16
14.36%
Reduce -9.61%
22,082
-2,349
AMZN
Amazon.com Inc
2023-12-31
Reduce
Reduce
-0.51%
●
119.57 ($140.18) 154.07
$225.02
60.52%
Reduce -17.53%
12,276
-2,609
NKE
Nike Inc
2023-12-31
New Buy
New Buy
+0.48%
●
94.56 ($107.46) 122.64
$72.63
-32.41%
New holding
2,990
2,990
NOW
ServiceNow Inc
2023-12-31
New Buy
New Buy
+0.46%
●
530.17 ($630.22) 716.48
$938.78
48.96%
New holding
441
441
TMO
Thermo Fisher Scientific Inc
2023-12-31
New Buy
New Buy
+0.43%
●
431.41 ($484.03) 532.94
$434.86
-10.16%
New holding
551
551
VMW Unlock Delisted
VMware Inc
2023-12-31
Sold Out
Sold Out
-0.42%
●
142.2 ($155.85) 178.88
$142.48
-8.58%
Sold Out
0
-1,627
ADP
Automatic Data Processing Inc
2023-12-31
Sold Out
Sold Out
-0.40%
●
210.37 ($232.99) 250.18
$302.65
29.90%
Sold Out
0
-1,072

WisdomTree U.S. ESG Fund Total Holding History ($B)

To

WisdomTree U.S. ESG Fund's Asset Allocation

To

WisdomTree U.S. ESG Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. ESG Fund's Hypothetical Growth since 2023-12-31

WisdomTree U.S. ESG Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. ESG Fund's Holdings Heat Map

Size field:

WisdomTree U.S. ESG Fund's Holdings Bubble Chart

WisdomTree U.S. ESG Fund News

  • 1

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