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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2560.0060.62

Key Stats

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Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.08% 0.00% 1.067B 46239.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.57% 14.00% 101.73M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Earnings 500 Index. The Index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name WisdomTree
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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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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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-7.50%
32.54%
11.94%
27.46%
-15.84%
22.81%
23.97%
-0.59%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
-0.15%
-8.98%
31.70%
1.44%
24.92%
-5.29%
22.20%
12.23%
-1.32%
-13.61%
24.72%
-1.00%
29.20%
-3.74%
10.07%
10.13%
-1.19%
-5.56%
27.28%
15.08%
29.87%
-3.23%
4.57%
11.67%
-4.13%
-3.28%
27.39%
8.37%
25.45%
-6.51%
8.11%
6.72%
0.14%
As of May 23, 2025.

Asset Allocation

Created with Highcharts 11.1.0
As of April 30, 2025.
Type % Net
Cash 0.06%
Stock 99.87%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Earnings 500 Index. The Index is a fundamentally weighted index that is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name WisdomTree
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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