6 min readBy Ron Koren ETF Insider
How does the RESE ETF work?
The RESE ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The RESE issuer, WisdomTree, manages the Fund actively utilizing a model-based approach to achieve its investment objectives, primarily targeting equity securities of companies exhibiting high potential returns based on fundamental, technical, and environmental, social, and governance (ESG) factors. WisdomTree Asset Management, Inc., the Fund’s investment adviser, employs a proprietary multi-factor model that integrates ESG data from reputable third-party sources like Morningstar Sustainalytics and OWL ESG. This model screens for companies with favorable ESG characteristics while excluding those engaged in activities such as tobacco, small arms, and fossil fuel-related operations. Additionally, it considers violations of international norms and standards, further emphasizing ESG compliance. The Fund's portfolio undergoes quarterly rebalancing to reflect the model's recommendations and modified market-capitalization weighting. As of September 30, 2023, significant portions of the Fund's assets were allocated to sectors like Information Technology, Financials, and Consumer Discretionary, with notable geographic exposure to regions including China, India, Taiwan, and South Korea, all indicative of its strategic investment approach within emerging markets. However, the Fund's sector and geographic allocations may vary over time in response to market conditions and evolving investment criteria.
RESE Dividend, an offering under the WisdomTree, operates with a distinct focus on delivering income through dividends within the equity market. Employing an actively managed model-based strategy, the fund targets companies demonstrating robust dividend profiles alongside strong fundamental, technical, and environmental, social, and governance (ESG) characteristics. Utilizing a proprietary multi-factor model, WisdomTree Asset Management, Inc., the investment adviser, sifts through equity securities, emphasizing dividend-paying companies with favorable ESG metrics while excluding those involved in controversial or unsustainable activities. With quarterly rebalancing, the fund ensures alignment with its investment objectives and modified market-capitalization weighting, optimizing dividend yield potential. As of recent reports, the fund's dividend strategy has shown a significant allocation to sectors such as Information Technology, Financials, and Consumer Discretionary, with notable geographic exposure to key emerging markets like China, India, Taiwan, and South Korea. This strategic approach underscores RESE Dividend's commitment to delivering consistent income to investors while adhering to rigorous ESG standards and adapting to evolving market dynamics.
RESE Tracking, a component of the WisdomTree, operates with a primary objective of closely mirroring the performance of a specific index or benchmark within the equity market. Employing an actively managed model-based approach, the fund meticulously selects securities based on a proprietary multi-factor model that incorporates fundamental, technical, and environmental, social, and governance (ESG) factors. WisdomTree Asset Management, Inc., the investment adviser, utilizes this model to track the target index while emphasizing ESG considerations and excluding securities involved in controversial activities. With quarterly rebalancing, the fund ensures alignment with the designated index and modified market-capitalization weighting, optimizing its ability to closely track the index's performance. As of recent reports, the fund's holdings reflect a diverse allocation across sectors and geographic regions, reflecting its commitment to effectively tracking the designated benchmark while integrating responsible investment practices.
RESE Correlation, part of the WisdomTree, is designed to manage risk through the careful analysis of interrelationships among assets within the equity market. Employing an actively managed model-based strategy, the fund aims to optimize its investment portfolio by selecting securities with low correlation to each other, thereby diversifying risk. WisdomTree Asset Management, Inc., the investment adviser, utilizes a proprietary multi-factor model that integrates fundamental, technical, and environmental, social, and governance (ESG) factors to identify securities with low correlation to the broader market and each other. This approach aims to reduce portfolio volatility and enhance stability across various market conditions. With quarterly rebalancing, the fund adjusts its holdings to maintain optimal correlation levels and modified market-capitalization weighting, ensuring alignment with its risk management objectives. As of recent reports, the fund's holdings exhibit diversified correlations across sectors and geographic regions, reflecting its commitment to managing risk while incorporating responsible investment practices.
RESE Sector, within the WisdomTree, focuses on capitalizing on opportunities within specific sectors of the equity market. Employing an actively managed model-based strategy, the fund aims to identify sectors with the potential for strong returns while integrating fundamental, technical, and environmental, social, and governance (ESG) factors into its investment decisions. WisdomTree Asset Management, Inc., the investment adviser, utilizes a proprietary multi-factor model to select securities within targeted sectors, emphasizing those with favorable ESG characteristics and growth prospects. With quarterly rebalancing, the fund adjusts its sector allocations to capitalize on evolving market dynamics and modified market-capitalization weighting, optimizing its exposure to high-potential sectors. As of recent reports, the fund's holdings demonstrate significant allocations to sectors such as Information Technology, Financials, and Consumer Discretionary, reflecting its strategic approach to sector investing within the broader equity market.
RESE Exposure, part of the WisdomTree, strategically navigates exposure to specific geographic regions within the equity market. Employing an actively managed model-based approach, the fund seeks to optimize its investment portfolio by targeting regions with the potential for robust returns while integrating fundamental, technical, and environmental, social, and governance (ESG) factors into its investment decisions. WisdomTree Asset Management, Inc., the investment adviser, utilizes a proprietary multi-factor model to select securities within targeted regions, emphasizing those with favorable ESG characteristics and growth prospects. With quarterly rebalancing, the fund adjusts its geographic allocations to capitalize on evolving market dynamics and modified market-capitalization weighting, optimizing its exposure to high-potential regions. As of recent reports, the fund's holdings demonstrate significant allocations to key emerging markets such as China, India, Taiwan, and South Korea, reflecting its strategic approach to geographic exposure within the broader equity market.
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