MODRX – WisdomTree Siegel Moderate Dgtl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund advisor pursues the fund's investment objective by utilizing an asset allocation strategy. The fund’s asset allocation approach, leveraging the Siegel Insights and Research, is designed to follow the traditional 60/40 allocation (i.e., 60% equities/40% fixed income). Accordingly, under normal circumstances, the fund provides an approximate 60% allocation to equity investments (including U.S. and international, and may include emerging markets).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MODRX	WisdomTree Siegel Moderate Digital Fund	No Load	Open	—		Dec 5, 2023	$522,102.00	0.400%	Low	$25	$280,733.97

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