WisdomTree WTI Crude Oil | CRUD

Investment Style Details30/06/2020
Morningstar Style Box®
Equity Style
SizeRel to Cat
Average Mkt Cap (Mil)USD 62749-
Market Capitalisation% of Equity
Giant0.00
Large100.00
Medium0.00
Small0.00
Micro0.00
Valuations and Growth RatesEquity PortfolioRelative to Category
Price/Prospective Earnings25.44-
Price/Book--
Price/Sales4.04-
Price/Cash Flow20.50-
Dividend-Yield Factor2.41-
 
Long-Term Projected Earnings Growth4.86-
Historical Earnings Growth6.54-
Sales Growth1.16-
Cash-Flow Growth2.02-
Book-Value Growth--
 
Fixed Income Style-
Morningstar Style Box®
Fixed Income Style
SizeRel to Cat
Total Market Value (Mil)USD 2150
Maturity Distribution %
1 to 30.00
3 to 50.00
5 to 70.00
7 to 100.00
10 to 150.00
15 to 200.00
20 to 300.00
Over 300.00
Effective Maturity-
Effective Duration-
Credit Quality Breakdown %     %
AAA -   BB-
AA-   B-
A-   Below B-
BBB-   Not Rated-
 
Asset Allocation30/06/2020
Asset Allocation
 % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
World Regions30/06/2020
 % of EquityRelative to Category
United States100.00-
Canada0.00-
Latin America0.00-
United Kingdom0.00-
Eurozone0.00-
Europe - ex Euro0.00-
Europe - Emerging0.00-
Africa0.00-
Middle East0.00-
Japan0.00-
Australasia0.00-
Asia - Developed0.00-
Asia - Emerging0.00-
 
Sector Weightings30/06/2020
 % of EquityRelative to Category
Consumer DefensiveConsumer Defensive100.00-
 
Top 10 Holdings30/06/2020
 Portfolio
Total Number of Equity Holdings0
Total Number of Bond Holdings0
Assets in Top 10 Holdings100.00
NameSectorCountry% of Assets
TRS Bloomberg Sub WTI Crude Oil TR USDUnited States100.00
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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