WisdomTree Aggressive Allocation CF (S:0P0001BFAF)
21.90
+0.16
(+0.75%)
USD |
Nov 30 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 |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 20, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| WisdomTree US Quality Growth Fund | 20.18% | 58.54 | 1.64% |
| WisdomTree US Quality Dividend Growth Fund | 16.26% | 89.39 | 0.69% |
| WisdomTree US Value Fund | 10.59% | 94.12 | -0.08% |
| WisdomTree Dynamic International Equity Fund | 9.96% | 43.54 | 0.88% |
| WisdomTree Yield Enhanced US Aggregate Bond Fund | 7.60% | 44.18 | -0.12% |
| SPDR Portfolio Developed World ex-US ETF | 6.87% | 44.78 | 0.62% |
| Schwab US Dividend Equity ETF | 6.05% | 27.46 | -0.07% |
|
iShares S&P Mid-Cap ETF
|
4.34% | -- | -- |
| WisdomTree EM ex-State-Owned Enterprises | 4.10% | 38.64 | 1.14% |
| WisdomTree Mortgage Plus Bond Fund | 3.70% | 44.76 | -0.14% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Administrative Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Trustee Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| Broad Category | None |
| Global Peer Group | None |
| Peer Group | None |
| Global Macro | None |
| US Macro | 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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | -- |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |