Wisdomtree Trust Etf Profile
| WTAI Etf | USD 24.09 0.03 0.12% |
PerformanceOK
| Odds Of DistressLow
|
WisdomTree Trust is trading at 24.09 as of the 17th of February 2025. This is a 0.12 percent increase since the beginning of the trading day. The etf's open price was 24.06. WisdomTree Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The index is designed to provide exposure to equity securities of exchange-listed companies globally, including developed countries and emerging markets throughout the world, which are primarily involved in the investment theme of Artificial Intelligence and Innovation. More on WisdomTree Trust
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WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Theme ETFs, Strategy ETFs, Technology, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2021-12-09 |
| Benchmark | WisdomTree Artificial Intelligence & Innovation Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 209.01 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 91.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.45 |
| Management Fee | 0.45 |
| Country Name | USA |
| Returns Y T D | 9.5 |
| Name | WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund |
| Currency Code | USD |
| Open Figi | BBG013Y3WJW6 |
| In Threey Volatility | 28.76 |
| 1y Volatility | 16.37 |
| 200 Day M A | 20.8924 |
| 50 Day M A | 22.972 |
| Code | WTAI |
| Updated At | 16th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.09 |
WisdomTree Trust [WTAI] is traded in USA and was established 2021-12-07. The fund is listed under Technology category and is part of WisdomTree family. The entity is thematically classified as Theme ETFs. WisdomTree Trust at this time have 708.32 K in net assets. , while the total return for the last 3 years was 4.9%.
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Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Trust Currency Exposure
WisdomTree Trust holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Trust will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Trust .
Top WisdomTree Trust Etf Constituents
| 3661 | Alchip Technologies | Stock | Semiconductors | |
| ARM | Arm Holdings plc | Stock | Information Technology | |
| 2454 | MediaTek | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology | |
| HPQ | HP Inc | Stock | Information Technology | |
| HPE | Hewlett Packard Enterprise | Stock | Information Technology | |
| AVGO | Broadcom | Stock | Information Technology | |
| LSCC | Lattice Semiconductor | Stock | Information Technology |
WisdomTree Trust Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0814 | |||
| Jensen Alpha | 0.162 | |||
| Total Risk Alpha | 0.1602 | |||
| Sortino Ratio | 0.0938 |
WisdomTree Trust Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
The market value of WisdomTree Trust is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Trust's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Trust's market value can be influenced by many factors that don't directly affect WisdomTree Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.