WTV
WisdomTree U.S. Value Fund
WTV
77,40
0,26 Bil. AUM
0,1% Expense Ratio
72,44 NAV
WisdomTree U.S. Value Fund Profile
About WisdomTree U.S. Value Fund
The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high "total shareholder yield" and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.
- Company
- Holdings
- 163
- CUSIP
- 97717W547
WisdomTree U.S. Value Fund Sectors
Industry | Percentage |
---|---|
Financial Servic | 20,30% |
Consumer Cyclica | 16,55% |
Industrials | 14,70% |
Technology | 11,07% |
Energy | 10,75% |
Healthcare | 8,22% |
Basic Materials | 5,81% |
Communication Se | 5,33% |
Consumer Defensi | 3,06% |
Real Estate | 1,83% |
Utilities | 1,57% |
Other | 0,80% |