ETF Objective

The Fund seeks capital appreciation. The Fund primarily invests in equity securities of issuers in the United States that exhibit certain characteristics indicative of positive future returns as well as incorporating favorable ESG characteristics based on a quantitative model developed by its adviser.

Stock Chart

as of 4:10 PM ET 10/22/2021


  • 1 Week
  • +1.81%
  • 1 Month
  • +2.43%
  • 3 Months
  • +3.07%
  • 1 Yr Return
  • +30.92%
  • 5 Yr Return
  • n/a

Sector Breakdown

Technology 32.75%
Financials 16.75%
Consumer Services 11.89%
Health Care 11.29%
Industrials 10.85%
Consumer Goods 9.89%
Utilities 2.45%
Telecommunications 1.57%
Basic Materials 1.48%
Non Classified Equity 0.65%

Geographic Exposure

United States 99.77%

Top 10 Holdings

Symbol Company Name % Of Assets
AAPL Apple Inc ORD 6.43%
MSFT Microsoft Corp ORD 5.96%
GOOGL Alphabet Inc Class A ORD 4.51%
AMZN Inc ORD 3.17%
FB Facebook Inc ORD 2.43%
V Visa Inc ORD 1.60%
JPM JPMorgan Chase & Co ORD 1.07%
ADBE Adobe Inc ORD 1.03%
ORCL Oracle Corp ORD 0.93%
CSCO Cisco Systems Inc ORD 0.92%

ETF Overview

Sponsor WisdomTree
iNav Ticker CMZX
Inception Date 02/23/2007
Name WisdomTree:US ESG
CUSIP 97717W596
Prospectus Date 08/01/2021

ETF Characteristics

Market Capitalization 564.45 B
Total Net Assets 93.40
Management Fee 0.28%
Administration Fee 0.00%
Asset Class Equity
Sub Asset Class Multi-Cap Core Funds
Number Of Holdings 300
Expense Ratio 0.28
Dividend 0.42
Dividend Frequency Quarterly


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