How have WTRE shares performed in 2023?

WisdomTree New Economy Real Estate Fund's stock was trading at $16.4102 at the beginning of the year. Since then, WTRE shares have increased by 3.3% and is now trading at $16.9542. View the best growth stocks for 2023 here .

What does WTRE invest in?

WisdomTree New Economy Real Estate Fund is a equity fund issued by WisdomTree. WTRE focuses on real estate investments and follows the CenterSquare New Economy Real Estate Index. The fund's investments total to approximately $20.43 million assets under management.

What stocks does WisdomTree New Economy Real Estate Fund hold?

WTRE invests in 61 holdings. Some of the stocks in their portfolio include Digital Realty Trust (DLR) , Airbnb (ABNB) , Equinix (EQIX) , Iron Mountain (IRM) , Prologis (PLD) , Ventas (VTR) , American Tower (AMT) , SBA Communications (SBAC) , Alexandria Real Estate Equities (ARE) and Crown Castle (CCI) .

What is the management fee for WisdomTree New Economy Real Estate Fund?

WisdomTree New Economy Real Estate Fund's management fee is 0.58% and has no other recorded expenses or fee waivers. The net expense ratio for WTRE is 0.58%.

Who are WisdomTree New Economy Real Estate Fund's major shareholders?

WisdomTree New Economy Real Estate Fund's stock is owned by a number of institutional and retail investors. Top institutional investors include AE Wealth Management LLC (2.12%), LPL Financial LLC (1.38%), Endowment Wealth Management Inc. (1.33%) and UBS Group AG (0.13%).

How do I buy shares of WisdomTree New Economy Real Estate Fund?

Shares of WTRE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull , Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab. Compare Top Brokerages Here .

WisdomTree New Economy Real Estate Fund (WTRE) Price, Holdings, & News

$16.95

+0.03 (+0.18%)

(As of 11/30/2023 ET)

Compare

Today's Range: $16.82
▼
$16.95
50-Day Range: $14.57
▼
$16.95
52-Week Range: $14.54
▼
$19.08

Volume: 1,943 shs
Average Volume: 4,827 shs
Market Capitalization: $22.89 million

Assets Under Management: $20.43 million
Dividend Yield: 1.65%
Net Expense Ratio: 0.58%

Stock Analysis Chart Headlines Holdings Ownership Ratings

About WisdomTree New Economy Real Estate Fund (NYSEARCA:WTRE)

The WisdomTree New Economy Real Estate ETF (WTRE) is an exchange-traded fund that mostly invests in real estate equity. The fund tracks a tier-weighted index of global real estate companies that have direct and\u002For indirect exposure to technology, sciences, or e-commerce. Holdings are selected based on a proprietary technology score and a leverage screening. WTRE was launched on Jun 5, 2007 and is managed by WisdomTree.

WTRE Stock Price History

30 days | 90 days | 365 days | Advanced Chart

WTRE ETF News Headlines

November 27, 2023 | msn.com

WisdomTree Mortgage Plus Bond Fund declares monthly distribution of $0.1200

November 21, 2023 | seekingalpha.com

NTSX: Treasury Fund, Strong Returns And Performance Track-Record

December 1, 2023 | Edge On The Street (Ad)

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November 11, 2023 | investing.com

WTRE ETF Stock Price History

October 31, 2023 | bizjournals.com

Fund for Our Economic Future launches site-selection tool

September 21, 2023 | msn.com

W.P. Carey to spin off 59 office properties into new publicly traded REIT

September 10, 2023 | finance.yahoo.com

WisdomTree New Economy Real Estate UCITS ETF (WTER.DE)

September 7, 2023 | marketwatch.com

Alexandria Real Estate Equities Inc. stock rises Thursday, outperforms market

December 1, 2023 | Edge On The Street (Ad)

Is Gold Really Boring?

August 15, 2023 | marketwatch.com

Genuit Sees 2023 Profit At Top End of View Despite Lower 1H Results

See More Headlines

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Fund Details

Issuer: WisdomTree
Fund Name: WisdomTree New Economy Real Estate Fund
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:WTRE
Inception Date: 6/5/2007
Fund Manager: Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: CenterSquare New Economy Real Estate Index
Category: Sector
Focus: Real Estate
Development Level: Blended Development
Region: Global
Number of Holdings: 61

Fund Statistics

Assets Under Management: $20.38 million
Average Daily Volume: $0.00
Discount/Premium: -0.06%

Administrator, Advisor and Custodian

Administrator: State Street Bank and Trust Company
Advisor: WisdomTree Asset Management, Inc.
Custodian: State Street Bank and Trust Company
Distributor: Foreside Fund Services, LLC
Transfer Agent: State Street Bank and Trust Company
Trustee: N/A
Lead Market Maker: Jane Street

Miscellaneous

Outstanding Shares: 1,350,000
Beta: 0.87
Creation Fee: $1,500.00

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WisdomTree New Economy Real Estate Fund Expenses

Type	WTRE	Real Estate ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.58%	0.47%	0.53%	0.50%	0.51%
Other Expenses	0.00%	0.20%	0.53%	0.64%	0.57%
Total Expense	0.58%	0.53%	0.69%	0.73%	0.69%
Fee Waiver	0.00%	-0.22%	-0.54%	-0.69%	-0.58%
Net Expense	0.58%	0.49%	0.59%	0.57%	0.57%

WisdomTree New Economy Real Estate Fund (WTRE) Holdings & Exposure

Top 10 WTRE Holdings

Digital Realty Trust(NYSE:DLR)
Holding Weight: 6.12%
Airbnb(NASDAQ:ABNB)
Holding Weight: 5.27%
Equinix(NASDAQ:EQIX)
Holding Weight: 4.89%
Cellnex Telecom Sau
Holding Weight: 4.88%
Iron Mountain(NYSE:IRM)
Holding Weight: 4.75%
China Tower Corp Ltd-H
Holding Weight: 4.49%
Goodman Group
Holding Weight: 4.48%
Prologis(NYSE:PLD)
Holding Weight: 4.21%
Ventas(NYSE:VTR)
Holding Weight: 4.17%
American Tower(NYSE:AMT)
Holding Weight: 4.03%

WTRE Sector Exposure

WTRE Industry Exposure

Full Holdings Details

Similar ETFs

Institutional Ownership

View All Institutional Transactions

WTRE ETF - Frequently Asked Questions

How have WTRE shares performed in 2023?: WisdomTree New Economy Real Estate Fund's stock was trading at $16.4102 at the beginning of the year. Since then, WTRE shares have increased by 3.3% and is now trading at $16.9542.
View the best growth stocks for 2023 here.
What does WTRE invest in?: WisdomTree New Economy Real Estate Fund is a equity fund issued by WisdomTree. WTRE focuses on real estate investments and follows the CenterSquare New Economy Real Estate Index. The fund's investments total to approximately $20.43 million assets under management.
What stocks does WisdomTree New Economy Real Estate Fund hold?: WTRE invests in 61 holdings. Some of the stocks in their portfolio include Digital Realty Trust (DLR), Airbnb (ABNB), Equinix (EQIX), Iron Mountain (IRM), Prologis (PLD), Ventas (VTR), American Tower (AMT), SBA Communications (SBAC), Alexandria Real Estate Equities (ARE) and Crown Castle (CCI).
What is the management fee for WisdomTree New Economy Real Estate Fund?: WisdomTree New Economy Real Estate Fund's management fee is 0.58% and has no other recorded expenses or fee waivers. The net expense ratio for WTRE is 0.58%.

Who are WisdomTree New Economy Real Estate Fund's major shareholders?: WisdomTree New Economy Real Estate Fund's stock is owned by a number of institutional and retail investors. Top institutional investors include AE Wealth Management LLC (2.12%), LPL Financial LLC (1.38%), Endowment Wealth Management Inc. (1.33%) and UBS Group AG (0.13%).
How do I buy shares of WisdomTree New Economy Real Estate Fund?: Shares of WTRE stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

This page (NYSEARCA:WTRE) was last updated on 12/1/2023 by MarketBeat.com Staff

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