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Key Stats

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Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.08% -0.04% 677.62M 45413.97
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (All)
1.82% 22.00% 41.02M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance of the WisdomTree U.S. LargeCap Index. At least 95% 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 a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.S. Total Market Index which is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 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. LargeCap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 2.18 yrs
David France 1.51 yrs
Michael Stoll 1.51 yrs
Todd Frysinger 1.51 yrs
Vlasta Sheremeta 1.51 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 21
41.02M
-24.39B Category Low
47.81B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of January 31, 2023

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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
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--
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% Rank in Cat (NAV)
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As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
13.77%
22.73%
-7.50%
32.54%
11.94%
27.46%
-15.84%
7.67%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.86%
9.72%
21.67%
-3.65%
32.44%
12.40%
26.73%
-14.14%
5.81%
--
22.83%
-5.80%
31.65%
18.80%
28.87%
-19.97%
8.66%
--
23.80%
-7.77%
26.58%
9.80%
19.53%
-18.87%
8.24%
--
22.91%
-3.90%
30.07%
17.52%
27.71%
-18.97%
7.73%
As of February 03, 2023.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (2-3-23) 1.82%
30-Day SEC Yield (1-25-23) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 14.11
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 27, 2023

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 27, 2023

Asset Allocation

As of January 27, 2023.
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

Top 10 Holdings

Name % Weight Price % Change
Apple Inc 4.87% 154.50 2.44%
Alphabet Inc Class A 4.59% 104.78 -2.75%
Microsoft Corp 4.05% 258.35 -2.36%
Exxon Mobil Corp 2.80% 111.92 0.69%
Meta Platforms Inc Class A 2.75% 186.53 -1.19%
JPMorgan Chase & Co 1.83% 141.09 1.55%
Chevron Corp 1.66% 169.45 0.26%
Pfizer Inc 1.57% 44.06 -0.63%
Berkshire Hathaway Inc Class B 1.52% 308.51 -1.07%
Bank of America Corp 1.27% 36.43 0.83%

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance of the WisdomTree U.S. LargeCap Index. At least 95% 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 a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.S. Total Market Index which is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 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. LargeCap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 2.18 yrs
David France 1.51 yrs
Michael Stoll 1.51 yrs
Todd Frysinger 1.51 yrs
Vlasta Sheremeta 1.51 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (2-3-23) 1.82%
30-Day SEC Yield (1-25-23) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 14.11
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of January 27, 2023

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of January 27, 2023

Fund Details

Key Dates
Inception Date 2/23/2007
Last Annual Report Date 3/31/2022
Last Prospectus Date 8/1/2022
Attributes
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

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