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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +0.8% | ▼ −1.1% | ▼ −8.0% | ▲ +4.7% | ▼ −4.4% | ▲ +56.7% | ▼ −4.8% | ▲ +11.9% |
| Peer average | ▲ +1.7% | ▲ +2.8% | ▼ −5.7% | ▲ +6.7% | ▲ +5.2% | ▲ +40.8% | ▲ +4.8% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
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.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-25 | 2026-09-29 | $0.11 |
| 2026-06-25 | 2026-06-29 | $0.17 |
| 2026-03-26 | 2026-03-30 | $0.02 |
| 2025-12-26 | 2025-12-30 | $0.29 |
| 2025-09-25 | 2025-09-29 | $0.09 |
| 2025-06-25 | 2025-06-27 | $0.12 |
| 2024-12-26 | 2024-12-30 | $0.14 |
| 2024-09-25 | 2024-09-27 | $0.14 |
| 2024-06-25 | 2024-06-27 | $0.13 |
| 2024-03-22 | 2024-03-27 | $0.06 |
| 2023-12-22 | 2023-12-28 | $0.06 |
| 2023-09-25 | 2023-09-28 | $0.11 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind WTRE.