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Beacon

DRWWisdomTree New Economy Real Estate ETF

Grow my money19y track record

Seeks to track the price and yield performance of the WisdomTree New Economy Real Estate Index.

By WisdomTree · Launched 2007

Annual Cost

0.58%

#3,010 of 5,822 · average

Fund Size

$50M

#3,731 of 5,822 · mid-size

Return (1Y)Goal

+47.6%

Track Record

19 years

#551 of 5,822 · established

Performance

Total-return NAV · USD
Growth of $10,000
$15,028+50.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

WisdomTree New Economy Real Estate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 48.0% of fundmoderately concentrated

Equinix, Inc.
5.8%
Prologis Inc.
5.8%
Digital Realty Trust Inc.
5.7%
American Tower Corporation
5.5%
AST SpaceMobile Inc.
4.9%
Crown Castle Inc.
4.6%
Goodman Group
4.6%
Cellnex Telecom S.A.U
4.0%
Iron Mountain Inc.
3.8%
DREY INST PREF GOV MM-MDSVXX
3.4%

Asset allocation

Stocks
98.7%

By sector

Real Estate
79.8%
Communication
10.5%
Consumer Cyclical
5.1%
Technology
2.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.2%High

Year-on-year price swings

Max drawdown
-48.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.08Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the price and yield performance of the WisdomTree New Economy Real Estate Index.
Strategy
Employs a passive management approach to track the Index using representative sampling. Invests at least 80% of net assets in Index constituents and similar economic characteristics, primarily in common stocks and REITs.
Inception date
June 5, 2007
Fund family
WisdomTree

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Data updated on 2026-05-17