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WisdomTree New Economy Real Estate UCITS ETF USD D...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE000X9TLGN8

WKN

A3C6JU

Issuer

WisdomTree

Inception Date

Feb 7, 2022

Category

REIT

Leveraged

1x

Index Tracked

CenterSquare New Economy Real Estate

Domicile

Ireland

Distribution Policy

Distributing

Asset Class

Real Estate

Expense Ratio

WTER.DE features an expense ratio of 0.45%, falling within the medium range.


Expense ratio chart for WTER.DE: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in WisdomTree New Economy Real Estate UCITS ETF USD Dist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
0.94%
18.24%
WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist)
Benchmark (^GSPC)

Returns By Period

WisdomTree New Economy Real Estate UCITS ETF USD Dist had a return of 3.01% year-to-date (YTD) and 9.25% in the last 12 months.


WTER.DE

YTD

3.01%

1M

4.38%

6M

0.94%

1Y

9.25%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of WTER.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.72%3.01%
2024-2.38%-0.55%3.43%-6.62%3.24%0.77%6.60%0.19%3.66%-1.27%2.52%-7.95%0.64%
20237.44%-2.12%-4.62%0.37%-2.04%0.91%3.75%-1.24%-4.37%-5.72%10.38%7.83%9.42%
2022-0.73%8.24%1.36%-9.32%-6.36%11.51%-4.74%-12.66%-0.46%2.35%-5.60%-17.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WTER.DE is 25, meaning it’s performing worse than 75% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WTER.DE is 2525
Overall Rank
The Sharpe Ratio Rank of WTER.DE is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of WTER.DE is 2727
Sortino Ratio Rank
The Omega Ratio Rank of WTER.DE is 2525
Omega Ratio Rank
The Calmar Ratio Rank of WTER.DE is 2020
Calmar Ratio Rank
The Martin Ratio Rank of WTER.DE is 2626
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WTER.DE, currently valued at 0.69, compared to the broader market0.002.004.000.691.59
The chart of Sortino ratio for WTER.DE, currently valued at 1.08, compared to the broader market0.005.0010.001.082.16
The chart of Omega ratio for WTER.DE, currently valued at 1.13, compared to the broader market0.501.001.502.002.503.001.131.29
The chart of Calmar ratio for WTER.DE, currently valued at 0.38, compared to the broader market0.005.0010.0015.0020.000.382.40
The chart of Martin ratio for WTER.DE, currently valued at 2.33, compared to the broader market0.0020.0040.0060.0080.00100.002.339.79
WTER.DE
^GSPC

The current WisdomTree New Economy Real Estate UCITS ETF USD Dist Sharpe ratio is 0.69. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree New Economy Real Estate UCITS ETF USD Dist with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.69
1.96
WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree New Economy Real Estate UCITS ETF USD Dist provided a 1.91% dividend yield over the last twelve months, with an annual payout of €0.37 per share. The fund has been increasing its distributions for 2 consecutive years.


0.80%1.00%1.20%1.40%1.60%€0.00€0.05€0.10€0.15€0.20€0.25€0.30€0.35202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend€0.37€0.31€0.22€0.13

Dividend yield

1.91%1.65%1.14%0.75%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree New Economy Real Estate UCITS ETF USD Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025€0.18€0.00€0.18
2024€0.12€0.00€0.00€0.00€0.00€0.00€0.19€0.00€0.00€0.00€0.00€0.00€0.31
2023€0.00€0.00€0.00€0.00€0.00€0.00€0.22€0.00€0.00€0.00€0.00€0.00€0.22
2022€0.13€0.00€0.00€0.00€0.00€0.00€0.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-15.44%
-0.48%
WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree New Economy Real Estate UCITS ETF USD Dist. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree New Economy Real Estate UCITS ETF USD Dist was 32.84%, occurring on Oct 30, 2023. The portfolio has not yet recovered.

The current WisdomTree New Economy Real Estate UCITS ETF USD Dist drawdown is 15.44%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.84%Apr 21, 2022394Oct 30, 2023
-3.64%Feb 11, 202210Feb 24, 20224Mar 2, 202214
-1.99%Apr 6, 20226Apr 13, 20223Apr 20, 20229
-1.68%Mar 14, 20221Mar 14, 20223Mar 17, 20224
-1.37%Mar 8, 20221Mar 8, 20223Mar 11, 20224

Volatility

Volatility Chart

The current WisdomTree New Economy Real Estate UCITS ETF USD Dist volatility is 2.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
2.95%
3.99%
WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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