WTRE Profile
The WisdomTree New Economy Real Estate ETF is designed to provide exposure to a broad spectrum of real estate-related investments within the global equity markets. Under normal operating conditions, the fund invests at least 80% of its total assets in securities that are components of the index it tracks or in investments with economic characteristics similar to those of the index components. This strategy aims to ensure that the fund's performance closely mirrors that of the underlying index, which focuses on significant real estate-related investments.
The index used by the fund encompasses a diverse range of global equity securities, including American Depositary Receipts (ADRs) and listed real estate investment trusts (REITs). It targets companies that are deeply involved in real estate, whether through direct ownership, development, or management of real estate assets, or through other real estate-related activities. By selecting constituents from a broad universe of global equities, the fund captures a comprehensive view of the real estate sector across different geographic regions and market conditions.
The WisdomTree New Economy Real Estate ETF seeks to include firms that are not only traditional REITs but also those whose business models are significantly tied to the real estate industry. This may involve innovative companies operating within the real estate sector, such as those involved in the management and development of property technology, as well as those providing essential services to the real estate market. The funds focus is to represent a dynamic segment of the real estate industry that is adapting to new economic conditions and market trends.
As a non-diversified fund, the WisdomTree New Economy Real Estate ETF may experience higher volatility compared to more diversified portfolios. The funds performance is closely linked to the dynamics of the real estate sector and the specific risks associated with its constituent companies. This includes market fluctuations in real estate values, interest rate changes, and economic shifts affecting real estate investment and development activities. Investors should be prepared for the potential impacts of these factors on the fund's returns.
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