WisdomTree Aggressive Allocation (S:0P00019V0N)
21.87
+0.11
(+0.50%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| WisdomTree US Quality Growth Fund | 20.46% | 59.24 | -0.64% |
| WisdomTree US Quality Dividend Growth Fund | 16.61% | 91.16 | -0.26% |
| WisdomTree US Value Fund | 10.02% | 96.00 | 0.42% |
| WisdomTree Dynamic International Equity Fund | 10.01% | 44.76 | -0.53% |
| WisdomTree Yield Enhanced US Aggregate Bond Fund | 7.42% | 44.12 | -0.08% |
| SPDR Portfolio Developed World ex-US ETF | 6.97% | 45.87 | -0.63% |
| Schwab US Dividend Equity ETF | 6.01% | 28.67 | 0.60% |
| WisdomTree EM ex-State-Owned Enterprises | 4.27% | 40.81 | -0.85% |
|
iShares S&P Mid-Cap ETF
|
4.22% | -- | -- |
| WisdomTree Mortgage Plus Bond Fund | 3.73% | 44.84 | -0.09% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |