The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
WisdomTree Siegel Global Equity Dgtl EQTYX
- NAV / 1-Day Return 11.87 / +0.81 %
- Total Assets 411,658.0
-
Adj. Expense Ratio
- Expense Ratio 0.430%
- 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 —
- Turnover 26%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:50 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 96.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
WisdomTree US Quality Dividend Gr ETF | 22.57 | 93,888 | — |
WisdomTree US Total Dividend ETF | 15.33 | 63,771 | — |
iShares Core S&P 500 ETF | 13.42 | 55,842 | — |
Vanguard Intl Hi Div Yld Idx ETF | 11.11 | 46,208 | — |
WisdomTree International Qual Div Gr ETF | 9.74 | 40,528 | — |
Vanguard High Dividend Yield ETF | 8.20 | 34,100 | — |
SPDR® Portfolio S&P 400™ Mid Cap ETF | 5.03 | 20,927 | — |
WisdomTree Emerging Markets SmCp Div ETF | 3.91 | 16,285 | — |
WisdomTree Emerging Markets High Div ETF | 3.91 | 16,277 | — |
WisdomTree Japan Hedged Equity ETF | 3.70 | 15,385 | — |