WTV WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund

63

NYSE ARCA | ETF

Price
$90.28
Increased by +0.56%
Dollar volume (20D)
11.95 M
ADR%
1.17
Financial Services - 20.00%Consumer Cyclicals - 14.75%Healthcare - 13.92%Consumer Defensive - 11.87%Industrials - 11.38%Technology - 10.09%Energy - 8.00%Communication Services - 7.97%Basic Materials - 2.03%Real Estate - 0.00%Utilities - 0.00%
Financial Services - 20.00%
Consumer Cyclicals - 14.75%
Healthcare - 13.92%
Consumer Defensive - 11.87%
Industrials - 11.38%
Technology - 10.09%
Energy - 8.00%
Communication Services - 7.97%
Basic Materials - 2.03%
Real Estate - 0.00%
Utilities - 0.00%

The fund, an exchange traded fund, is actively managed using a model-based approach.

It seeks to achieve its investment objective by investing primarily inU. 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 theU. S. or listed on aU. 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.

Top 20 Holdings

Asset Name Sector Industry Weight
APP Applovin Corp Technology Software - Application 5.67%
VST Vistra Energy Corp Utilities Utilities - Independent Power Producers 3.24%
GM General Motors Company Consumer Cyclical Auto Manufacturers 2.01%
JBL Jabil Circuit Inc Technology Electronic Components 1.95%
TLNE Talen Energy Corporation Utilities Utilities - Independent Power Producers 1.83%
INCY Incyte Corporation Healthcare Biotechnology 1.80%
NRG NRG Energy Inc. Utilities Utilities - Independent Power Producers 1.79%
JNJ Johnson & Johnson Healthcare Drug Manufacturers - General 1.73%
UNH UnitedHealth Group Incorporated Healthcare Healthcare Plans 1.68%
FOXA Fox Corp Class A Communication Services Entertainment 1.62%
TLN Talen Energy Corporation Utilities Utilities - Independent Power Producers 1.61%
ROIV Roivant Sciences Ltd Healthcare Biotechnology 1.60%
FLEX Flex Ltd Technology Electronic Components 1.52%
PII Polaris Industries Inc Consumer Cyclical Recreational Vehicles 1.51%
HPQ HP Inc Technology Computer Hardware 1.49%
BK The Bank of New York Mellon Corporation Financial Services Banks - Diversified 1.49%
META Meta Platforms Inc. Communication Services Internet Content & Information 1.48%
MO Altria Group Consumer Defensive Tobacco 1.48%
C Citigroup Inc Financial Services Banks - Diversified 1.45%
SWKS Skyworks Solutions Inc Technology Semiconductors 1.45%
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