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

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 50.915
Day's Range ($) 50.65 - 50.935
Day's Volume 18,661
52-Week Range ($) 40.6301 - 50.935
Beta -
Volatility -
14-Day RSI 75.2
14-Day ATR ($) 0.119346
20-Day SMA ($) 50.6845

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) 17.4
PB Ratio 3.21
PB Ratio (10y Range) 2.5 - 4.04
PB Ratio (10y Median) 3.43

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

RESP 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
4251.450
-9.61%
6.290
-0.62%
0.000
+6.90%
+16.50%
3377630.649
Hardware
MSFT 		Microsoft Corp
10,842
4077.030
-3.87%
6.030
-0.21%
0.000
+4.32%
+10.02%
3059156.044
Software
GOOGL 		Alphabet Inc
18,506
2585.100
-9.54%
3.820
-0.39%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
NVDA 		NVIDIA Corp
38,280
1895.700
-5.50%
2.800
-0.15%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AMZN 		Amazon.com Inc
12,276
1865.220
-17.53%
2.760
-0.51%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
META 		Meta Platforms Inc
3,855
1364.520
-6.61%
2.020
-0.13%
0.000
+20.44%
+62.21%
1445092.971
Interactive Media
BRK.B 		Berkshire Hathaway Inc
2,233
796.420
New Holding
1.180
+1.18%
0.000
+7.58%
+24.79%
959232.641
Insurance
V 		Visa Inc
2,687
699.560
-19.89%
1.030
-0.24%
0.000
+14.60%
+13.30%
569477.114
Credit Services
JPM 		JPMorgan Chase & Co
3,768
640.940
-23.88%
0.950
-0.26%
0.000
+14.34%
+33.32%
623569.750
Banks
LLY 		Eli Lilly and Co
1,044
608.570
-16.55%
0.900
-0.17%
0.000
+4.12%
+38.95%
765205.408
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 Inc2023-12-31New Buy
+1.18%
●
331.71 ($350.99) 362.68
$445.06
26.80%
New holding
2,233
2,233
INTC 		Intel Corp2023-12-31New Buy
+0.78%
●
32.52 ($40.62) 50.76
$23.32
-42.59%
New holding
10,459
10,459
BAC 		Bank of America Corp2023-12-31Sold Out
-0.65%
●
25.17 ($29.12) 33.94
$41.88
43.82%
Sold Out
0
-15,541
AAPL 		Apple Inc2023-12-31Reduce
-0.62%
●
166.89 ($184.64) 198.11
$223.45
21.02%
Reduce -9.61%
22,082
-2,349
AMZN 		Amazon.com Inc2023-12-31Reduce
-0.51%
●
119.57 ($140.18) 154.07
$199.50
42.32%
Reduce -17.53%
12,276
-2,609
NKE 		Nike Inc2023-12-31New Buy
+0.48%
●
94.56 ($107.46) 122.64
$77.98
-27.43%
New holding
2,990
2,990
NOW 		ServiceNow Inc2023-12-31New Buy
+0.46%
●
530.17 ($630.22) 716.48
$971.04
54.08%
New holding
441
441
TMO 		Thermo Fisher Scientific Inc2023-12-31New Buy
+0.43%
●
431.41 ($484.03) 532.94
$560.79
15.86%
New holding
551
551
VMW VMware Inc2023-12-31Sold Out
-0.42%
●
142.2 ($155.85) 178.88
$142.48
-8.58%
Sold Out
0
-1,627
ADP 		Automatic Data Processing Inc2023-12-31Sold Out
-0.40%
●
210.37 ($232.99) 250.18
$291.18
24.98%
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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