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WisdomTree New Economy Real Estate Fund (WTRE) ETF Holdings & Analysis

ETFOther

$21.59-0.89%
1-year price historyRange $20.70 – $26.96
52-week range$21.59
$20.57$28.95

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What WTRE does

The WisdomTree New Economy Real Estate Fund (WTRE) typically allocates at least 80% of its total assets to securities that are either direct components of its benchmark index or possess economic attributes substantially identical to those index components. This underlying index draws its constituents from a worldwide pool of equity securities, including American Depositary Receipts (ADRs). It specifically targets publicly traded Real Estate Investment Trusts (REITs) and other companies deeply involved in the real estate industry. Furthermore, the fund employs a non-diversified investment strategy.

Fund profile

Category
Other
AUM
$14.03M
Holdings
10
52-week high
$28.95
52-week low
$20.57

Top holdings

Top 1052%
HoldingWeight
American Tower Corp5.96%
Crown Castle Corp5.75%
SBA Communications Corp5.41%
Cellnex Telecom Sau5.25%
Equinix Inc5.17%
Digital Realty Trust Inc5.15%
ProLogis Inc5.14%
Iron Mountain Inc5.11%
Goodman Group5.10%
Healthpeak Properties Inc3.84%

Sector allocation

Real Estate76.43%
Technology14.71%
Communication Services5.18%
Financial Services3.68%

Geographic allocation

United States65.36%
Australia6.86%
Singapore6.48%
Spain5.47%
United Kingdom4.24%
Japan3.96%
Italy2.08%
Belgium1.93%
Netherlands1.91%
France0.66%

PortView Portfolio Insights

PortView analyzes how WTRE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Related securities

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Frequently asked questions

What does WTRE track?
WTRE is the WisdomTree New Economy Real Estate Fund, a Other ETF.
What is the expense ratio of WTRE?
Expense ratio data for WTRE is shown on the page when available from our data provider.
What are the largest holdings in WTRE?
Top holdings include AMT, CCI, SBAC, CLNX.MC, EQIX.
How can PortView analyze WTRE overlap with other ETFs?
PortView computes the holdings overlap between WTRE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.