WisdomTree New Economy Real Estate Fund

Frequently Asked Questions About WTRE

What does WTRE invest in?

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.

What is the expense ratio of WTRE?

WisdomTree New Economy Real Estate Fund (WTRE) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WTRE?

WisdomTree New Economy Real Estate Fund (WTRE) manages $15.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WTRE actively managed or an index fund?

WTRE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WTRE launched?

WisdomTree New Economy Real Estate Fund (WTRE) launched in June 2007 and is managed by WisdomTree.

How has WTRE performed?

WTRE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.