WTREWisdomTree New Economy Real Estate ETF

Grow my money19y track recordRanked #1,920 of 2,960 in this goal

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

By WisdomTree · Launched 2007

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$17M

#4,448 of 5,562 · small

Return (1Y)Goal

+39.4%

Track Record

19 years

#504 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$14,089+40.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets, General Innovation

Index tracked

WisdomTree New Economy Real Estate Index

What it actually holds

By weight

Concentration

Top 10 holdings = 49.3% of fundmoderately concentrated

Prologis Inc

7.1%

Goodman Group

5.7%

Digital Realty Trust Inc

5.3%

Crown Castle Inc

5.3%

Equinix Inc

5.2%

American Tower Corp

5.0%

AST SpaceMobile Inc

4.4%

Iron Mountain Inc

3.8%

Cellnex Telecom SA

3.8%

SBA Communications Corp

3.7%

Asset allocation

Stocks

99.0%

Other

1.0%

By sector

Real Estate

69.3%

Technology

14.7%

Communication

10.7%

Financial Services

5.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

20.7%High

Year-on-year price swings

Max drawdown

-48.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.78Decent risk-adjusted returns

Sortino (3Y)

1.14Good downside protection

Where to buy

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 designed to track the WisdomTree New Economy Real Estate Index. Invests at least 80% of net assets in constituents of the Index, using representative sampling to achieve investment objectives. Focuses on companies involved in new economy real estate activities.
Inception date: June 5, 2007
Fund family: WisdomTree