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Upturn AI SWOT - About
WisdomTree New Economy Real Estate ETF (WTRE)
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Upturn Advisory Summary
04/01/2025: WTRE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 2.94% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1608 | Beta -0.25 | 52 Weeks Range 16.07 - 19.85 | Updated Date 04/1/2025 |
52 Weeks Range 16.07 - 19.85 | Updated Date 04/1/2025 |
Upturn AI SWOT
WisdomTree New Economy Real Estate ETF
ETF Overview
Overview
The WisdomTree New Economy Real Estate Fund (WFRE) aims to track the price and yield performance, before fees and expenses, of the WisdomTree New Economy Real Estate Index. This index measures the performance of companies primarily involved in 'new economy' real estate sectors, such as data centers and cell towers.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its fundamentally weighted index strategies and innovative ETF products.
Management Expertise
WisdomTree has a dedicated investment management team with experience in developing and managing ETF portfolios across various asset classes.
Investment Objective
Goal
To track the price and yield performance of the WisdomTree New Economy Real Estate Index.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index focused on 'new economy' real estate sectors.
Composition The ETF holds primarily stocks of companies involved in data centers, cell towers, and other new economy real estate areas.
Market Position
Market Share: WFRE has a moderate market share within the niche new economy real estate ETF segment.
Total Net Assets (AUM): 39810000
Competitors
Key Competitors
- AMT
- CCI
- GLP
- EQIX
- ARE
Competitive Landscape
The ETF industry is highly competitive. WFRE's competitive advantage lies in its focused exposure to new economy real estate sectors. A disadvantage would be a concentrated holdings and high sector risks in comparison to other broad-based real estate ETFs
Financial Performance
Historical Performance: Historical financial performance data can be sourced from financial websites, however it varies greatly and depends on market conditions, this data is not provided here.
Benchmark Comparison: Benchmark comparison requires detailed performance data against the WisdomTree New Economy Real Estate Index, which is not directly provided here.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
WFRE's average trading volume is considered moderate, but it varies based on market interest and liquidity conditions.
Bid-Ask Spread
The bid-ask spread can fluctuate depending on market activity, but the current bid-ask spread is moderate.
Market Dynamics
Market Environment Factors
Economic indicators, growth prospects of the digital infrastructure sector, and overall market conditions impact WFRE's performance.
Growth Trajectory
WFRE's growth trajectory is linked to the expansion of the digital economy and the demand for data centers and cell towers. Changes to holdings are dependent on the index methodology.
Moat and Competitive Advantages
Competitive Edge
WFRE's competitive edge is its targeted exposure to the 'new economy' real estate sectors. This focused approach allows investors to specifically target companies benefiting from digital infrastructure growth. The fund's focus on innovative real estate segments differentiates it from traditional real estate ETFs. This specific focus might attract investors seeking growth potential in a rapidly evolving economy.
Risk Analysis
Volatility
WFRE's volatility is moderate, given its sector-specific focus.
Market Risk
WFRE is subject to market risk associated with real estate investments, as well as risks specific to the data center and cell tower sectors. Risks could be also tied to technological shifts and regulatory changes.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who seeks targeted exposure to the 'new economy' real estate sectors with an understanding of the inherent risks associated with sector-specific investments.
Market Risk
WFRE is suitable for long-term investors with a higher risk tolerance seeking to capitalize on the growth of digital infrastructure.
Summary
WFRE offers targeted exposure to 'new economy' real estate. Its performance depends on the growth and stability of the digital infrastructure sector. While this focus provides unique opportunities, it also exposes investors to sector-specific risks. WFRE best fits investors with a higher risk tolerance who want to capitalize on these digital real estate sectors. WisdomTree ETF's are known for their innovative investment methodologies.
Similar Companies
AMT
American Tower Corp
AMT
American Tower Corp
CCI
Crown Castle
CCI
Crown Castle
EQIX
Equinix Inc
EQIX
Equinix Inc
GLP
Global Partners LP
GLP
Global Partners LP
VPN
Global X Data Center REITs & Digital Infrastructure ETF
VPN
Global X Data Center REITs & Digital Infrastructure ETF
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- SEC Filings
- Various Financial Data Providers
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree New Economy Real Estate ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index selects constituents from a parent universe of global equity securities, including ADRs, of listed real estate investment trusts ("REITs") and companies identified as being significantly real estate related. The fund is non-diversified.
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