| AAPL | Apple Inc | 6.29% |
| MSFT | Microsoft Corp | 6.03% |
| GOOGL | Alphabet Inc Class A | 3.82% |
| NVDA | NVIDIA Corp | 2.80% |
| AMZN | Amazon.com Inc | 2.76% |
| META | Meta Platforms Inc Class A | 2.02% |
| BRK-B | Berkshire Hathaway Inc Class B | 1.18% |
| V | Visa Inc Class A | 1.03% |
| JPM | JPMorgan Chase & Co | 0.95% |
| LLY | Eli Lilly and Co | 0.90% |
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.
WisdomTree U.S. ESG Fund · Issued by WisdomTree
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