WisdomTree Battery Val Chn & Innvt ETF (WBAT)
27.08
-0.07
(-0.26%)
USD |
BATS |
Apr 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.45% | -0.41% | 4.078M | 380.03 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.71% | 50.00% | 0.00 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Battery Value Chain and Innovation Index (“Index”). The adviser employs a “passive management” investment approach designed to track the performance of the index. The index is designed to provide exposure to equity securities of exchange-listed companies globally, which are primarily involved in the investment themes of Battery and Energy Storage Solutions (“BESS”) and Innovation. The fund will concentrate its investments to approximately the same extent as the index. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Technology |
| Category Index | Morningstar US Tech TR USD |
| Global Category Name | Technology Sector Equity |
| YCharts Categorization | Technology Equity |
| YCharts Benchmark | S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR) |
| Prospectus Objective | Specialty - Unaligned |
| Fund Owner Firm Name | WisdomTree |
| Prospectus Benchmark Index | |
| WisdomTree Battery Val Chain & Inno USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| David France | 2.13 yrs |
| Marlene Walker-Smith | 2.13 yrs |
| Michael Stoll | 2.13 yrs |
| Todd Frysinger | 2.13 yrs |
| Vlasta Sheremeta | 2.13 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Battery Value Chain and Innovation Index (“Index”). The adviser employs a “passive management” investment approach designed to track the performance of the index. The index is designed to provide exposure to equity securities of exchange-listed companies globally, which are primarily involved in the investment themes of Battery and Energy Storage Solutions (“BESS”) and Innovation. The fund will concentrate its investments to approximately the same extent as the index. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Technology |
| Category Index | Morningstar US Tech TR USD |
| Global Category Name | Technology Sector Equity |
| YCharts Categorization | Technology Equity |
| YCharts Benchmark | S&P 1500 Information Technology (Sector) Total Return (^SP15IFTSTR) |
| Prospectus Objective | Specialty - Unaligned |
| Fund Owner Firm Name | WisdomTree |
| Prospectus Benchmark Index | |
| WisdomTree Battery Val Chain & Inno USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^MSWNTR | 100.0% |
| Manager Tenure | |
| David France | 2.13 yrs |
| Marlene Walker-Smith | 2.13 yrs |
| Michael Stoll | 2.13 yrs |
| Todd Frysinger | 2.13 yrs |
| Vlasta Sheremeta | 2.13 yrs |