WTREWisdomTree New Economy Real Estate Fund
WTRE Fund Description
WTRE tracks a tier-weighted index of global real estate companies that have direct and/or indirect exposure to technology, sciences, or e-commerce. Holdings are selected based on a proprietary technology score and a leverage screening.
WTRE Factset Analytics Insight
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 constituent’s 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.
WTRE Summary Data
WTRE Portfolio Data
WTRE Index Data
WTRE Portfolio Management
WTRE Tax Exposures
WTRE Fund Structure
WTRE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WTRE. WTRE is rated a 4 out of 5.
WTRE Sector/Industry Breakdown
WTRE Economic Development
WTRE Performance Statistics
WTRE Benchmark Comparison Summary
WTRE Benchmark Comparison Market Cap Size