Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% 0.04% 66.00M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 46.00% -13.16M Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in U.S. equity securities of companies that exhibit the highest potential for returns based on proprietary measures of fundamental factors and technical factors, as well as favorable environmental, social, and governance (“ESG”) characteristics. The adviser primarily uses a proprietary multi-factor model to select the fund’s investments. The fund 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
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.27 yrs
David France 2.59 yrs
Michael Stoll 2.59 yrs
Todd Frysinger 2.59 yrs
Vlasta Sheremeta 2.59 yrs

Performance Versus Category

 
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15%
10%
5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% 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
21.94%
-8.33%
32.27%
12.32%
27.19%
-18.71%
21.56%
3.26%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.64%
16.98%
-7.09%
26.88%
10.45%
26.36%
-14.23%
16.25%
4.38%
--
--
30.70%
14.86%
31.83%
-14.62%
23.04%
4.33%
--
--
30.73%
26.42%
27.62%
-25.59%
27.87%
8.15%
--
--
32.49%
39.78%
24.89%
-18.04%
29.21%
5.86%
As of February 15, 2024.

Asset Allocation

As of January 29, 2024.
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

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in U.S. equity securities of companies that exhibit the highest potential for returns based on proprietary measures of fundamental factors and technical factors, as well as favorable environmental, social, and governance (“ESG”) characteristics. The adviser primarily uses a proprietary multi-factor model to select the fund’s investments. The fund 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
S&P 500 TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Marlene Walker-Smith 3.27 yrs
David France 2.59 yrs
Michael Stoll 2.59 yrs
Todd Frysinger 2.59 yrs
Vlasta Sheremeta 2.59 yrs

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