WTV vs. SUSL ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to iShares ESG MSCI USA Leaders ETF (SUSL)

WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$78.78

Average Daily Volume

15,298

Number of Holdings ^*

162

* may have additional holdings in another (foreign) market

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$100.66

Average Daily Volume

29,496

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	WTV	SUSL
30 Days	4.59%	1.77%
60 Days	5.99%	3.52%
90 Days	8.08%	3.52%
12 Months	28.25%	31.97%

58 Overlapping Holdings

Symbol	Grade	Weight in WTV	Weight in SUSL	Overlap
AFL	C	0.81%	0.23%	0.23%
AIZ	B	0.43%	0.04%	0.04%
AMP	A	0.75%	0.17%	0.17%
AXP	B	0.29%	0.59%	0.29%
AZO	D	0.34%	0.2%	0.2%
BBWI	F	0.52%	0.02%	0.02%
BBY	C	0.66%	0.08%	0.08%
BK	B	1.02%	0.2%	0.2%
BKNG	C	0.58%	0.52%	0.52%
BKR	C	0.43%	0.13%	0.13%
CAT	B	0.69%	0.66%	0.66%
CI	C	0.68%	0.39%	0.39%
CMCSA	D	0.69%	0.59%	0.59%
CSX	D	0.58%	0.26%	0.26%
DE	B	0.69%	0.4%	0.4%
DRI	B	0.24%	0.07%	0.07%
DVA	B	0.4%	0.03%	0.03%
EBAY	B	0.65%	0.12%	0.12%
EQH	C	1.05%	0.05%	0.05%
EXPD	C	0.8%	0.07%	0.07%
FIS	B	0.65%	0.18%	0.18%
FOXA	B	1.09%	0.04%	0.04%
GIS	B	0.57%	0.16%	0.16%
HAL	F	0.34%	0.1%	0.1%
HCA	B	0.91%	0.3%	0.3%
HIG	B	0.95%	0.13%	0.13%
HLT	B	0.33%	0.21%	0.21%
HOLX	B	0.54%	0.07%	0.07%
HPQ	D	0.39%	0.13%	0.13%
IPG	C	0.55%	0.04%	0.04%
ITW	C	0.4%	0.29%	0.29%
KDP	B	0.55%	0.16%	0.16%
KMB	D	0.27%	0.18%	0.18%
LNG	C	0.72%	0.16%	0.16%
LOW	B	0.55%	0.56%	0.55%
MCD	B	0.35%	0.81%	0.35%
MPC	F	0.92%	0.22%	0.22%
MS	D	0.64%	0.47%	0.47%
NKE	D	0.26%	0.37%	0.26%
NRG	C	0.85%	0.06%	0.06%
NTAP	D	0.76%	0.09%	0.09%
NTRS	A	0.44%	0.07%	0.07%
NUE	F	0.39%	0.13%	0.13%
NVR	B	0.45%	0.11%	0.11%
OMC	B	0.71%	0.08%	0.08%
PFG	B	0.62%	0.07%	0.07%
PHM	B	0.37%	0.11%	0.11%
PRU	C	0.75%	0.16%	0.16%
PSX	F	0.81%	0.21%	0.21%
PYPL	B	0.74%	0.27%	0.27%
RJF	C	0.49%	0.09%	0.09%
STLD	F	0.76%	0.07%	0.07%
SYF	C	1.14%	0.07%	0.07%
TRGP	B	0.28%	0.12%	0.12%
TROW	D	0.51%	0.09%	0.09%
TWLO	D	0.3%	0.04%	0.04%
ULTA	D	0.18%	0.07%	0.07%
VLO	F	0.92%	0.17%	0.17%

WTV Overweight 104 Positions Relative to SUSL

Symbol	Grade	Weight
APP	C	2.18%
VST	C	2.09%
XOM	C	1.54%
GDDY	C	1.13%
MO	C	1.03%
BLDR	C	1.02%
RTX	C	1.0%
ORI	B	0.97%
POST	C	0.96%
MRO	C	0.94%
GS	C	0.93%
SF	A	0.91%
LMT	C	0.91%
MET	B	0.88%
WSC	D	0.81%
MTCH	C	0.8%
JBL	D	0.8%
TMUS	C	0.8%
EXPE	C	0.79%
CVX	D	0.79%
UTHR	C	0.78%
CSL	B	0.77%
UHS	B	0.76%
WFC	D	0.76%
VOYA	B	0.76%
AIG	D	0.74%
ADM	D	0.73%
ARW	C	0.73%
GM	C	0.72%
BERY	B	0.71%
HRB	C	0.7%
COP	D	0.69%
AN	D	0.68%
EXP	B	0.67%
C	C	0.66%
OXY	F	0.65%
TXT	D	0.65%
VTRS	D	0.65%
CRBG	D	0.64%
UNM	B	0.63%
DD	B	0.63%
KHC	C	0.62%
KMI	B	0.62%
MTG	B	0.62%
JXN	A	0.6%
MCK	F	0.6%
MNST	D	0.6%
DVN	F	0.58%
MTN	D	0.57%
PRI	B	0.57%
TAP	D	0.54%
FANG	D	0.54%
EMN	B	0.54%
TOL	B	0.53%
SAIC	C	0.53%
CIEN	C	0.52%
OVV	F	0.51%
EOG	D	0.5%
NOC	B	0.5%
GL	C	0.5%
SNX	D	0.49%
CSCO	C	0.48%
PAYC	D	0.47%
LEA	F	0.46%
DBX	D	0.46%
CPAY	B	0.46%
MAR	C	0.45%
SYY	D	0.44%
EXEL	C	0.44%
MUSA	D	0.43%
DKS	D	0.43%
WCC	D	0.42%
MDLZ	B	0.41%
RL	C	0.4%
HON	D	0.38%
CHWY	C	0.38%
HST	C	0.38%
BAC	D	0.38%
H	C	0.38%
RS	D	0.37%
TMHC	A	0.36%
SCI	B	0.36%
WEX	C	0.35%
BWA	D	0.35%
SPG	B	0.35%
AOS	D	0.34%
GPN	D	0.34%
WYNN	D	0.34%
DOCS	B	0.34%
CAH	C	0.33%
OTIS	C	0.32%
BLD	D	0.32%
FDX	C	0.32%
GPK	B	0.31%
JPM	D	0.31%
CNC	D	0.31%
MAS	B	0.31%
INGR	B	0.3%
THC	A	0.3%
RHI	D	0.3%
LVS	D	0.29%
HSY	C	0.29%
CROX	D	0.28%
VRSN	D	0.26%

WTV Underweight 235 Positions Relative to SUSL

Symbol	Grade	Weight
MSFT	C	-11.77%
NVDA	D	-10.89%
GOOGL	D	-3.58%
GOOG	D	-3.1%
LLY	C	-2.8%
TSLA	C	-2.5%
V	C	-1.76%
PG	C	-1.59%
MA	B	-1.59%
JNJ	C	-1.54%
HD	B	-1.46%
MRK	D	-1.15%
KO	C	-1.13%
CRM	D	-0.95%
PEP	C	-0.93%
AMD	D	-0.93%
LIN	B	-0.87%
ADBE	F	-0.87%
ACN	C	-0.81%
GE	B	-0.76%
IBM	B	-0.75%
VZ	B	-0.71%
NOW	B	-0.7%
DHR	B	-0.7%
TXN	C	-0.7%
INTU	C	-0.69%
AMGN	B	-0.68%
DIS	D	-0.65%
SPGI	B	-0.64%
AMAT	D	-0.6%
UNP	C	-0.59%
PGR	B	-0.58%
TJX	B	-0.51%
BLK	B	-0.51%
ETN	C	-0.48%
ELV	C	-0.48%
PLD	C	-0.46%
ADP	B	-0.44%
AMT	C	-0.43%
MMC	C	-0.43%
PANW	D	-0.42%
GILD	B	-0.4%
FI	A	-0.39%
LRCX	F	-0.38%
BMY	C	-0.38%
SCHW	D	-0.37%
ICE	C	-0.36%
MELI	B	-0.36%
UPS	D	-0.36%
INTC	F	-0.35%
ZTS	C	-0.34%
TT	B	-0.32%
CL	D	-0.31%
EQIX	C	-0.31%
MCO	B	-0.3%
CTAS	B	-0.29%
CDNS	D	-0.29%
WELL	C	-0.29%
SNPS	D	-0.29%
PNC	B	-0.28%
MMM	B	-0.28%
USB	B	-0.27%
TGT	C	-0.27%
ECL	B	-0.25%
APD	B	-0.25%
ORLY	C	-0.25%
MRVL	C	-0.24%
CARR	B	-0.24%
SLB	F	-0.23%
NXPI	F	-0.23%
NEM	B	-0.23%
CRH	B	-0.23%
ADSK	C	-0.22%
DHI	B	-0.22%
OKE	B	-0.21%
TRV	C	-0.21%
COF	B	-0.21%
WMB	B	-0.21%
TFC	C	-0.21%
DLR	B	-0.2%
URI	B	-0.2%
CCI	C	-0.2%
WDAY	D	-0.2%
SRE	C	-0.2%
JCI	B	-0.19%
ALL	B	-0.19%
FICO	B	-0.18%
IQV	C	-0.17%
PAYX	C	-0.17%
GWW	B	-0.17%
EW	F	-0.16%
RCL	B	-0.16%
CMI	C	-0.16%
FERG	D	-0.16%
COR	D	-0.16%
IDXX	C	-0.16%
ACGL	C	-0.16%
IR	C	-0.15%
ODFL	D	-0.15%
IT	B	-0.15%
DASH	C	-0.15%
PWR	B	-0.15%
EXC	C	-0.15%
A	C	-0.15%
EA	D	-0.14%
ED	C	-0.14%
CBRE	A	-0.14%
YUM	D	-0.14%
HUM	F	-0.14%
GEHC	C	-0.14%
KR	C	-0.14%
MLM	D	-0.13%
EIX	C	-0.13%
IRM	C	-0.13%
DFS	B	-0.13%
LULU	D	-0.12%
NDAQ	A	-0.12%
CHTR	D	-0.12%
XYL	C	-0.12%
AXON	B	-0.11%
ANSS	D	-0.11%
BIIB	F	-0.11%
AWK	B	-0.11%
MTD	D	-0.11%
WTW	C	-0.11%
PPG	D	-0.11%
TSCO	C	-0.11%
ROK	D	-0.11%
LYB	D	-0.1%
TEAM	D	-0.1%
BR	D	-0.1%
TTWO	C	-0.1%
CHD	D	-0.1%
DOV	B	-0.1%
STT	A	-0.1%
SBAC	C	-0.1%
KEYS	C	-0.1%
FTV	C	-0.1%
IFF	B	-0.1%
VLTO	C	-0.1%
DXCM	F	-0.1%
CBOE	C	-0.09%
HPE	D	-0.09%
DECK	C	-0.09%
HUBS	D	-0.09%
STE	C	-0.09%
ES	C	-0.09%
WY	C	-0.09%
FSLR	C	-0.09%
SW	B	-0.09%
WAT	C	-0.08%
STX	C	-0.08%
MOH	D	-0.08%
RF	B	-0.08%
CLX	C	-0.08%
ATO	B	-0.08%
BALL	C	-0.08%
HBAN	B	-0.08%
CMS	C	-0.08%
PTC	D	-0.08%
MKC	C	-0.08%
WST	D	-0.08%
WDC	D	-0.08%
ZBH	F	-0.08%
COO	B	-0.08%
K	B	-0.08%
BURL	B	-0.07%
DGX	B	-0.07%
AVY	C	-0.07%
ALGN	D	-0.07%
AVTR	B	-0.07%
CFG	C	-0.07%
WSM	D	-0.07%
APTV	D	-0.07%
EME	B	-0.07%
LH	C	-0.07%
GPC	D	-0.07%
TRU	B	-0.07%
LII	B	-0.07%
OC	D	-0.06%
AKAM	D	-0.06%
GEN	B	-0.06%
NI	B	-0.06%
IEX	D	-0.06%
ZS	F	-0.06%
CAG	C	-0.06%
DOC	C	-0.06%
KEY	B	-0.06%
PNR	B	-0.06%
LPLA	D	-0.06%
ENPH	D	-0.06%
PODD	B	-0.06%
IP	B	-0.06%
MANH	B	-0.06%
FDS	C	-0.06%
TECH	C	-0.05%
CHRW	B	-0.05%
BXP	B	-0.05%
NBIX	F	-0.05%
KMX	D	-0.05%
ALLE	B	-0.05%
JNPR	B	-0.05%
SJM	C	-0.05%
JBHT	D	-0.05%
BG	D	-0.05%
TRMB	C	-0.05%
POOL	C	-0.05%
DPZ	F	-0.05%
GGG	C	-0.05%
ALLY	F	-0.04%
DAY	D	-0.04%
LW	D	-0.04%
HRL	C	-0.04%
RIVN	F	-0.04%
MKTX	C	-0.04%
CPB	C	-0.04%
WTRG	D	-0.04%
NLY	B	-0.04%
SOLV	C	-0.04%
FBIN	B	-0.04%
LKQ	F	-0.04%
CTLT	B	-0.04%
TFX	C	-0.04%
DOCU	C	-0.04%
WBA	F	-0.03%
AZPN	B	-0.03%
ACI	F	-0.03%
DAL	C	-0.03%
DINO	F	-0.03%
KNX	C	-0.03%
TTC	D	-0.03%
HSIC	C	-0.03%
CNH	D	-0.03%
FOX	B	-0.02%
BEN	F	-0.02%