WTV
WisdomTree U.S. Value Fund
1W: +0.7%
1M: +2.0%
3M: +0.1%
YTD: +6.7%
1Y: +19.1%
3Y: +83.9%
5Y: +80.8%
$101.86
+1.45 (+1.44%)
Weekly Expected Move ±1.2%
$96
$98
$99
$100
$101
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$2.8B
Holdings118
Top 10 Wt19.1%
Volume118,197
Avg Volume248,796
Beta0.92
Portfolio Fundamentals
P/E33.6
P/B8.2
Div Yield2.39%
ROE25.4%
% Profitable87%
Inception2007-02-23
Sector Allocation
Financial Services
19.0%
Technology
15.2%
Consumer Cyclical
11.1%
Industrials
9.9%
Consumer Defensive
8.8%
Healthcare
7.8%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 3.57% | $100.1M | 473,447 |
| 2 | Zoom Video Communications-A | ZM | 2.16% | $60.6M | 559,446 |
| 3 | Salesforce Inc | CRM | 1.97% | $55.3M | 296,675 |
| 4 | Citigroup Inc | C | 1.72% | $48.4M | 374,803 |
| 5 | Target Corp | TGT | 1.70% | $47.6M | 378,437 |
| 6 | Cisco Systems Inc | CSCO | 1.68% | $47.2M | 512,221 |
| 7 | Dell Technologies -C | DELL | 1.63% | $45.6M | 198,088 |
| 8 | Viatris Inc | VTRS | 1.58% | $44.4M | 2,553,806 |
| 9 | DaVita Inc. | DVA | 1.55% | $43.4M | 221,221 |
| 10 | Southwest Airlines Co | LUV | 1.52% | $42.8M | 1,033,696 |