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WisdomTree New Economy Real Estate ETF WTRE

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis WTRE

Will WTRE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTRE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTRE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WTRE’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit WisdomTree New Economy Real Estate ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTRE

More WTRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goodman Group

5.57 1.0 Mil
Real Estate

Ventas Inc

5.37 983,405
Real Estate

Cellnex Telecom SA

5.35 979,019
Real Estate

Segro PLC

4.82 881,948
Real Estate

SBA Communications Corp Class A

4.34 794,095
Real Estate

Iron Mountain Inc

4.16 761,166
Real Estate

Airbnb Inc Ordinary Shares - Class A

4.11 752,780
Consumer Cyclical

Digital Realty Trust Inc

3.91 716,505
Real Estate

Alexandria Real Estate Equities Inc

3.76 689,372
Real Estate

American Tower Corp

3.45 631,085
Real Estate