Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.30% 0.46% 11.66M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 74.00% 2.816M Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in equity securities of companies that exhibit the highest potential for returns based on proprietary measures of fundamental factors (e.g., value and quality) and technical factors (e.g., momentum and correlation), as well as favorable environmental, social, and governance (“ESG”) characteristics. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Blend
Category Index MSCI ACWI Ex USA NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
MSCI EAFE NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.25 yrs
David France 2.59 yrs
Michael Stoll 2.59 yrs
Todd Frysinger 2.59 yrs
Vlasta Sheremeta 2.59 yrs

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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
25.20%
-14.53%
32.58%
10.59%
12.62%
-16.68%
19.47%
-0.27%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
-0.34%
--
--
23.65%
10.74%
11.38%
-16.97%
18.84%
1.30%
--
--
--
--
--
--
--
1.27%
--
--
--
--
--
-15.24%
17.40%
-0.02%
--
--
--
--
7.93%
-16.66%
17.40%
1.13%
As of February 15, 2024.

Asset Allocation

As of January 29, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 99.63% Upgrade Upgrade
Bond 0.37% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in equity securities of companies that exhibit the highest potential for returns based on proprietary measures of fundamental factors (e.g., value and quality) and technical factors (e.g., momentum and correlation), as well as favorable environmental, social, and governance (“ESG”) characteristics. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Blend
Category Index MSCI ACWI Ex USA NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
MSCI EAFE NR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.25 yrs
David France 2.59 yrs
Michael Stoll 2.59 yrs
Todd Frysinger 2.59 yrs
Vlasta Sheremeta 2.59 yrs

Top Portfolio Holders

0 of 0