Morningstar

WisdomTree Siegel Global Equity Digital Fund EQTYX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 14.66  /  +0.35 %
  • Total Assets 1.1M
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.150%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 2.78%
  • Turnover 13%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EQTYX

Will EQTYX outperform in the 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 EQTYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQTYX 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 EQTYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Siegel Global Equity Dgtl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EQTYX

More EQTYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree US Quality Dividend Gr ETF

19.81 218,221
—

iShares Core S&P 500 ETF

15.15 166,882
—

WisdomTree US Total Dividend ETF

14.97 164,951
—

Vanguard Intl Hi Div Yld Idx ETF

9.94 109,559
—

WisdomTree Emerging Markets High Div ETF

8.02 88,389
—

Vanguard High Dividend Yield ETF

7.85 86,497
—

State Street SPDR Port S&P 400 Md CpETF

7.00 77,092
—

WisdomTree US SmallCap Qual Div Gr ETF

4.97 54,755
—

WisdomTree Japan Hedged Equity ETF

4.29 47,251
—

WisdomTree International Qual Div Gr ETF

4.02 44,331
—

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