Price Chart

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
WisdomTree U.S. SmallCap TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Marlene Walker-Smith 4.02 yrs
David France 3.34 yrs
Michael Stoll 3.34 yrs
Todd Frysinger 3.34 yrs
Vlasta Sheremeta 3.34 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
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Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
12.41%
-10.10%
21.69%
3.00%
34.36%
-16.18%
18.52%
6.33%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
21.14%
3.61%
-12.32%
30.00%
5.13%
56.39%
-13.64%
20.19%
0.24%
8.06%
-13.33%
22.45%
4.86%
27.90%
-14.46%
14.68%
7.81%
8.63%
-12.83%
20.26%
-4.26%
26.49%
-10.98%
16.49%
7.80%
11.35%
-12.84%
24.12%
2.63%
30.53%
-11.33%
14.69%
4.98%
As of November 05, 2024.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Equity Style
Fixed Income Style
Broad Asset Class
Broad Category
Category Name
Category Index
Global Category Name
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective
Fund Owner Firm Name
Prospectus Benchmark Index
WisdomTree U.S. SmallCap TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
Marlene Walker-Smith 4.02 yrs
David France 3.34 yrs
Michael Stoll 3.34 yrs
Todd Frysinger 3.34 yrs
Vlasta Sheremeta 3.34 yrs

Top Portfolio Holders

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