WisdomTree U.S. ESG Fund

Frequently Asked Questions About RESP

What does RESP invest in?

The fund is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that exhibit certain characteristics that the fund’s investment adviser believes to be indicative of positive future returns as well as incorporating favorable environmental, social, and governance (“ESG”) characteristics based on a model developed by the adviser. The adviser seeks to identify equity securities that have the highest potential for returns based on proprietary measures of fundamental factors. The fund is non-diversified.

What is the expense ratio of RESP?

WisdomTree U.S. ESG Fund (RESP) charges an expense ratio of 0.28%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RESP?

WisdomTree U.S. ESG Fund (RESP) manages $66.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RESP actively managed or an index fund?

RESP is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (RESP's is 0.28%) in exchange for the discretion to over- or under-weight positions.

When was RESP launched?

WisdomTree U.S. ESG Fund (RESP) launched in February 2007 and is managed by WisdomTree.

How has RESP performed?

RESP's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.