WisdomTree New Economy Real Estate UCITS ETF - USD Acc | WTRERegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 7.1 | -7.4 | |
+/-Cat | - | - | - | 2.1 | -2.0 | |
+/-B’mrk | - | - | - | 4.2 | -1.9 | |
Category: Property - Indirect Global | ||||||
Category Benchmark: Morningstar Gbl Real Est TM... |
Key Stats | ||
Closing Price 01/05/2024 | USD 19.81 | |
Day Change | 0.11% | |
Morningstar Category™ | Property - Indirect Global | |
Volume | 50 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE000MO2MB07 | |
Fund Size (Mil) 30/04/2024 | USD 2.35 | |
Share Class Size (Mil) 30/04/2024 | USD 1.57 | |
Ongoing Charge 06/12/2023 | 0.45% |
Investment Objective: WisdomTree New Economy Real Estate UCITS ETF - USD Acc | WTRE |
The Fund seeks to track the price and yield performance, before fees and expenses of the CenterSquare New Economy Real Estate UCITS Index (the “Index”). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 07/02/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
CenterSquare New Economy Real Estate USD | Morningstar Gbl Real Est TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for WisdomTree New Economy Real Estate UCITS ETF - USD Acc | WTRE | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Goodman Group | Real Estate | 5.62 |
Ventas Inc | Real Estate | 5.51 |
Cellnex Telecom SA | Real Estate | 5.35 |
Segro PLC | Real Estate | 4.89 |
Iron Mountain Inc | Real Estate | 4.16 |
Increase Decrease New since last portfolio | ||
WisdomTree New Economy Real Estate UCITS ETF - USD Acc | WTRE |