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 US Mid Qual Grt TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David France 0.77 yrs
Marlene Walker-Smith 0.77 yrs
Michael Stoll 0.77 yrs
Todd Frysinger 0.77 yrs
Vlasta Sheremeta 0.77 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
--
--
--
--
--
--
--
--
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
26.93%
--
--
--
--
--
-27.69%
17.20%
17.72%
25.74%
-6.44%
26.66%
34.90%
21.17%
-24.06%
19.07%
30.46%
19.64%
-10.52%
25.96%
22.44%
18.68%
-19.03%
17.42%
22.45%
--
--
--
--
21.67%
-12.67%
17.31%
--
As of November 13, 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 US Mid Qual Grt TR USD 100.0%
Broad Asset Class Benchmark Index
100.0%
Manager Tenure
David France 0.77 yrs
Marlene Walker-Smith 0.77 yrs
Michael Stoll 0.77 yrs
Todd Frysinger 0.77 yrs
Vlasta Sheremeta 0.77 yrs

Top Portfolio Holders

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