Morningstar

WisdomTree Siegel Global Equity Digital Fund EQTYX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $14.73  /  +0.71 %
  • Fund Size $1.2M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.150%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 2.64%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis EQTYX

Will EQTYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQTYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQTYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EQTYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Siegel Global Equity Dgtl holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings EQTYX

More EQTYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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