WTRE.L

WisdomTree New Economy Real Estate UCITS ETF - USD AccWisdomTree
AUM$16.8M
Expense Ratio0.45%
NAV$29.44
Holdings52
InceptionFeb 8, 2022

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

N/A

Avg Volume

Dividend Yield

Expense Ratio

0.45%

AUM

$16.8M

Shares Outstanding

Sector Breakdown

SectorWeight %
Real Estate77.61%
Technology9.98%
Financial Services8.84%
Communication Services3.57%

Country Allocation

CountryWeight %
United States63.00%
Australia7.73%
Other6.01%
Singapore5.74%
United Kingdom5.03%
Japan4.12%
Spain3.58%
Belgium1.76%
Italy1.57%
Hong Kong0.61%
Luxembourg0.51%
France0.34%

Fund Information

Category
Real Estate
Inception Date
Feb 8, 2022
Description
The WisdomTree New Economy Real Estate UCITS ETF (the “Fund”) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree New Economy Real Estate UCITS Index (the “Index”). The Index is designed to track the performance of global companies from developed markets involved in the real estate infrastructure that underpins many megatrends such as AI, Digitalisation or HealthTech. It delivers exposure to technology-driven growth, focusing on alternative real estate sectors poised for expansion.

Similar ETFs

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SCHHSchwab U.S. REIT ETF$9.51B0.07%119
IAUMiShares Gold Trust Micro$8.18B0.09%0
XLREState Street Real Estate Select Sector SPDR ETF$7.52B0.08%31

The WisdomTree New Economy Real Estate UCITS ETF - USD Acc (WTRE.L) is an exchange-traded fund issued by WisdomTree that launched on Feb 8, 2022. It currently manages $16.8M in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 52 securities in its portfolio. It falls under the Real Estate category.

Top 10 holdings represent 50.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1PLDProLogis Inc7.02%6,629$874K
2EQIXEquinix Inc6.32%811$788K
3DLRDigital Realty Trust Inc5.88%4,064$733K
4ASTSAst Spacemobile Inc5.03%7,197$627K
5AMTAmerican Tower Corp4.90%3,395$611K
6GMG.AXGoodman Group4.89%32,826$609K
7CCICrown Castle Corp4.87%7,049$607K
8IRMIron Mountain Inc4.75%5,514$592K
9CLNX.MCCellnex Telecom Sau3.76%14,137$469K
10SBACSBA Communications Corp3.38%2,277$421K
11IRENIris Energy Ltd2.41%7,264$301K
12SGRO.LSegro PLC2.34%29,820$292K
13PEAKHealthpeak Properties Inc2.07%15,281$258K
14EGPEastGroup Properties Inc1.86%1,232$232K
15APLDApplied Digital Corp1.85%8,388$231K
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Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

Current Price

52-Week Low

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWTRE.LReal Estate(118 ETFs)
Fund Info
Expense Ratio0.45%0.57%
AUM$16.8M$2.11B
Dividend Yield4.66%
Avg Volume882.3K
Holdings5282
Performance
1-Month Return-2.72%
6-Month Return+2.23%
YTD Return+3.17%
1-Year Return+8.23%

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