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Morningstar

WisdomTree Siegel Global Equity Dgtl EQTYX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 10.78  /  −0.26 %
  • Total Assets 372,821.0
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Large-Stock Value
  • Investment Style Large Blend
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:10 PM GMT+0

Morningstar’s Analysis EQTYX

Will EQTYX 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 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.

Increased confidence in WisdomTree Siegel Global Equity Dgtl's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 Total Dividend ETF

15.06 56,430
—

iShares Core S&P 500 ETF

13.95 52,284
—

WisdomTree US Quality Dividend Gr ETF

13.63 51,093
—

Vanguard Intl Hi Div Yld Idx ETF

10.96 41,065
—

WisdomTree International Qual Div Gr ETF

9.81 36,753
—

Vanguard High Dividend Yield ETF

8.06 30,205
—

WisdomTree US SmallCap Qual Div Gr ETF

7.73 28,968
—

WisdomTree International SmallCp Div ETF

6.86 25,727
—

WisdomTree US MidCap Dividend ETF

5.91 22,137
—

WisdomTree Emerging Markets High Div ETF

4.04 15,144
—