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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.32% 0.44% 37.33M 6223.10
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.08% 5.00% -1.200M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return. The Fund is actively managed using a models-based approach. The Fund seeks to achieve its investment objective by investing in emerging markets equity securities and US Treasury futures contracts. The Fund will invest approximately 90% of its net assets in equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio 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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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
--
--
--
--
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Total Return (NAV)
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--
--
--
--
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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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
-26.29%
9.48%
4.44%
36.29%
6.01%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
1.97%
--
--
--
-19.29%
15.42%
1.10%
30.37%
3.06%
--
--
--
--
--
10.57%
25.04%
2.81%
32.18%
24.85%
22.20%
-25.84%
22.70%
20.20%
18.83%
1.93%
--
-3.49%
21.41%
-18.88%
11.04%
20.69%
9.32%
2.55%
As of January 13, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.29%
Stock 88.93%
Bond 4.46%
Convertible 0.00%
Preferred 2.06%
Other 1.26%
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Basic Info

Investment Strategy
The Fund seeks total return. The Fund is actively managed using a models-based approach. The Fund seeks to achieve its investment objective by investing in emerging markets equity securities and US Treasury futures contracts. The Fund will invest approximately 90% of its net assets in equity securities.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Value
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name WisdomTree
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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