Wisdomtree New Economy Etf Profile
| WTRE Etf | USD 17.82 0.18 1.02% |
PerformanceVery Weak
| Odds Of DistressLow
|
WisdomTree New is trading at 17.82 as of the 25th of February 2025, a 1.02 percent increase since the beginning of the trading day. The etf's lowest day price was 17.81. WisdomTree New has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of November 2024 and ending today, the 25th of February 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The company has 19.92 M outstanding shares of which 245.57 K shares are at this time shorted by private and institutional investors with about 3.49 trading days to cover. More on WisdomTree New Economy
Moving together with WisdomTree Etf
| 0.93 | REET | iShares Global REIT | PairCorr |
| 0.96 | RWO | SPDR Dow Jones | PairCorr |
| 0.85 | HAUZ | Xtrackers International | PairCorr |
| 0.76 | RWX | SPDR Dow Jones | PairCorr |
| 0.91 | GQRE | FlexShares Global Quality | PairCorr |
| 0.93 | AVRE | Avantis Real Estate | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | WisdomTree New Economy Real Estate UCITS ETF - USD Acc |
| Business Concentration | Sector ETFs, Real Estate ETFs, Global Real Estate, WisdomTree, Insurance—Diversified, Financial Services (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2007-06-05 |
| Benchmark | CenterSquare New Economy Real Estate Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 15.2 Million |
| Asset Type | Equity |
| Category | Sector |
| Focus | Real Estate |
| 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 | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 77.0 |
| Market Maker | Jane Street |
| Total Expense | 0.58 |
| Management Fee | 0.58 |
| Country Name | USA |
| Returns Y T D | 2.25 |
| Name | WisdomTree New Economy Real Estate ETF |
| Currency Code | USD |
| Open Figi | BBG000RDDFT2 |
| In Threey Volatility | 22.19 |
| 1y Volatility | 17.18 |
| 200 Day M A | 18.3019 |
| 50 Day M A | 17.5072 |
| Code | WTRE |
| Updated At | 24th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.45) |
WisdomTree New Economy [WTRE] is traded in USA and was established 2007-06-05. The fund is listed under Global Real Estate category and is part of WisdomTree family. The entity is thematically classified as Sector ETFs. WisdomTree New Economy at this time have 30.54 M in net assets. , while the total return for the last 3 years was -6.8%.
WisdomTree New Economy currently holds about 666.29 M in cash with 173.11 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 33.44, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Check WisdomTree New Probability Of Bankruptcy
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 New Economy 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 New Economy Currency Exposure
WisdomTree New Economy 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 New 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 New Economy.
Top WisdomTree New Economy Etf Constituents
| FR | First Industrial Realty | Stock | Real Estate | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| CUZ | Cousins Properties Incorporated | Stock | Real Estate | |
| KRC | Kilroy Realty Corp | Stock | Real Estate | |
| DEI | Douglas Emmett | Stock | Real Estate | |
| JBGS | JBG SMITH Properties | Stock | Real Estate | |
| CLNX | Cellnex Telecom SA | Stock | Communication Services | |
| ARE | Alexandria Real Estate | Stock | Real Estate |
WisdomTree New Top Holders
| MARB | First Trust Vivaldi | Etf | Event Driven | |
| OMFS | Oppenheimer Russell 2000 | Etf | Small Blend | |
| STSB | Stance Sustainable Beta | Etf | Large Blend |
WisdomTree New Economy 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 New. 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 | (0.02) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (0.07) |
WisdomTree New Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree New Economy. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
The market value of WisdomTree New Economy 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 New's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree New'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 New's market value can be influenced by many factors that don't directly affect WisdomTree New'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 New's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree New is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree New'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.