WisdomTree New Economy Real Estate FundWisdomTree New Economy Real Estate FundWisdomTree New Economy Real Estate Fund

WisdomTree New Economy Real Estate Fund

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Key stats


Assets under management (AUM)
‪15.15 M‬USD
Fund flows (1Y)
‪−4.75 M‬USD
Dividend yield (indicated)
2.61%
Discount/Premium to NAV
−0.2%
Shares outstanding
‪850.00 K‬
Expense ratio
0.58%

About WisdomTree New Economy Real Estate Fund


Issuer
WisdomTree, Inc.
Brand
WisdomTree
Inception date
Jun 5, 2007
Structure
Open-Ended Fund
Index tracked
CenterSquare New Economy Real Estate Index - Benchmark TR Gross
Replication method
Physical
Management style
Passive
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
WTRE targets technology-focused real estate companies globally. Each eligible company is assigned a Technology Score based on two factors: 1) revenue received from the technology, life sciences, and R&D sectors, either directly or indirectly through its tenants that are engaged in such industries, and 2) the extent to which the constituent and/or its tenants enable or are exposed to sciences, e-commerce, or new economy logistics. The highest scoring firms are selected and are further screened to exclude highly levered companies with debt to total market-cap above 70%. Holdings are initially weighted based on market-cap. These weights are adjusted based on a combination of each constituents Technology and New Economy (growth and valuation rank) scores. The index rebalances and reconstitutes semi-annually. Prior to April 20, 2022, the fund traded as the WisdomTree Global ex-US Real Estate Fund (Ticker: DRW) and tracked a WisdomTree Index that utilizes a dividend-focused strategy.

Classification


Asset Class
Equity
Category
Sector
Focus
Real estate
Niche
Broad-based
Strategy
Fundamental
Geography
Global
Weighting scheme
Tiered
Selection criteria
Fundamental
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
6%69%14%9%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Neutral
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Neutral
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Neutral
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Neutral
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Moving Averages
Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
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Displays a symbol's price movements over previous years to identify recurring trends.