NYSE ARCA | ETF
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Balanced Income Index.
Under normal circumstances, at least 80% of the fund&!39;s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities.
The index is designed to provide a balanced exposure to global equities and fixed income, including developed and emerging markets.
The fund is non-diversified.
Top 11 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| DHS | WisdomTree U.S. High Dividend Fund | 21.90% | ||
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 19.78% | ||
| DTH | WisdomTree International High Dividend Fund | 11.55% | ||
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 11.21% | ||
| DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 9.06% | ||
| DVEM | WisdomTree Emerging Markets ESG Fund | 6.66% | ||
| HYZD | WisdomTree Interest Rate Hedged High Yield Bond Fund | 5.47% | ||
| WFIG | WisdomTree U.S. Corporate Bond Fund | 5.45% | ||
| ELD | WisdomTree Emerging Markets Local Debt Fund | 3.59% | ||
| MBB | iShares MBS ETF | 2.67% | ||
| TLT | iShares Trust - iShares 20+ Year Treasury Bond ETF | 2.66% |