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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.58% -0.39% 18.36M 3205.70
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.59% 165.0% -6.697M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the CenterSquare New Economy Real Estate 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 selects constituents from a parent universe of global equity securities, including ADRs, of listed real estate investment trusts (“REITs”) and companies identified as being significantly real estate related. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Global Real Estate
Category Index S&P Global REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
CenterSquare New Eco Real Estate TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 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%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 30, 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
37.75%
-11.17%
22.27%
-15.71%
0.99%
-31.68%
14.05%
-8.82%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
4.84%
10.89%
-4.97%
21.84%
-8.82%
27.42%
-26.53%
13.59%
-14.12%
7.79%
-5.99%
21.18%
-10.40%
31.03%
-25.11%
10.94%
-7.91%
13.60%
-8.86%
21.83%
-9.13%
32.03%
-27.22%
9.23%
-4.11%
7.48%
-5.26%
24.39%
-10.55%
32.42%
-24.07%
10.31%
-8.00%
As of April 30, 2024.

Asset Allocation

As of April 26, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 98.91% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 1.09% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the CenterSquare New Economy Real Estate 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 selects constituents from a parent universe of global equity securities, including ADRs, of listed real estate investment trusts (“REITs”) and companies identified as being significantly real estate related. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Global Real Estate
Category Index S&P Global REIT TR USD
Global Category Name Real Estate Sector Equity
YCharts Categorization Real Estate Equity
YCharts Benchmark S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR)
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
CenterSquare New Eco Real Estate TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 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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