WTV
WisdomTree U.S. Value Fund
WTV
84,07
0,32 Bil. AUM
0,1% Expense Ratio
73,53 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
- WisdomTree
- Holdings
- 159
- CUSIP
- 97717W547
WisdomTree U.S. Value Fund Sectors
| Industry | Percentage |
|---|---|
| Financial Servic | 21,59% |
| Consumer Cyclica | 15,68% |
| Technology | 12,55% |
| Industrials | 11,89% |
| Energy | 11,86% |
| Healthcare | 7,59% |
| Consumer Defensi | 7,11% |
| Communication Se | 4,61% |
| Basic Materials | 3,37% |
| Utilities | 3,03% |
| Real Estate | 0,73% |