WTV
WisdomTree U.S. Value Fund
1W: -1.0%
1M: -5.1%
3M: -0.2%
YTD: +9.7%
1Y: +13.2%
3Y: +73.6%
5Y: +83.0%
$103.15
+0.28 (+0.27%)
Weekly Expected Move ±1.3%
$101
$102
$103
$104
$106
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$2.9B
Holdings123
Top 10 Wt22.0%
Volume78,275
Avg Volume170,388
Beta0.94
Portfolio Fundamentals
P/E30.8
P/B7.9
Div Yield2.35%
ROE27.1%
% Profitable88%
Inception2007-02-23
Sector Allocation
Technology
19.6%
Financial Services
19.0%
Healthcare
9.0%
Communication Services
7.8%
Consumer Defensive
7.5%
Energy
7.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 3.71% | $117.7M | 514,073 |
| 2 | Berkshire Hathaway Inc | BRK/B UN | 2.62% | $83.0M | 165,042 |
| 3 | Salesforce Inc | CRM | 2.29% | $72.7M | 319,786 |
| 4 | Chevron Corp | CVX | 2.25% | $71.5M | 346,356 |
| 5 | Target Corp | TGT | 1.99% | $63.3M | 399,289 |
| 6 | Newmont Mining Corp | NEM | 1.96% | $62.3M | 536,695 |
| 7 | Cisco Systems Inc | CSCO | 1.84% | $58.4M | 547,476 |
| 8 | Merck & Co Inc/NJ | MRK | 1.84% | $58.3M | 391,874 |
| 9 | Thermo Fisher Scientific Inc | TMO | 1.79% | $56.9M | 83,835 |
| 10 | Citigroup Inc | C | 1.70% | $53.9M | 410,385 |