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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% 0.02% 293.16M 20491.33
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.33% 102.0% -27.13M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. Multifactor TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.43 yrs
David France 2.76 yrs
Michael Stoll 2.76 yrs
Todd Frysinger 2.76 yrs
Vlasta Sheremeta 2.76 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
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--
Total Return (NAV)
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--
--
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Category Rtn. (NAV)
--
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% Rank in Cat (NAV)
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As of April 26, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-4.71%
24.07%
11.92%
21.24%
-8.83%
13.46%
6.37%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
7.38%
20.21%
-9.15%
28.79%
8.86%
26.32%
-11.19%
14.74%
4.90%
21.09%
-12.40%
26.53%
10.78%
26.73%
-12.01%
15.63%
5.63%
21.90%
-8.86%
32.27%
0.36%
27.43%
-5.90%
7.00%
3.40%
19.37%
-13.85%
21.30%
17.59%
30.70%
-15.90%
18.17%
4.83%
As of April 26, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Multifactor Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index Russell Mid Cap TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. Multifactor TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.43 yrs
David France 2.76 yrs
Michael Stoll 2.76 yrs
Todd Frysinger 2.76 yrs
Vlasta Sheremeta 2.76 yrs

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