WisdomTree New Economy Real Estate ETF (WTRE)
WTRE is a passive ETF by WisdomTree tracking the investment results of the CenterSquare New Economy Real Estate Index. WTRE launched on Jun 5, 2007 and has a 0.58% expense ratio.
ETF Info
BMG947871015
Jun 5, 2007
Global ex-U.S. (Broad)
1x
CenterSquare New Economy Real Estate Index
Mid-Cap
Blend
Expense Ratio
WTRE has an expense ratio of 0.58%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WisdomTree New Economy Real Estate ETF (WTRE) returned 2.86% year-to-date (YTD) and 4.47% over the past 12 months. Over the past 10 years, WTRE returned -1.17% annually, underperforming the S&P 500 benchmark at 10.69%.
WTRE
2.86%
8.85%
-4.07%
4.47%
-1.17%
-1.17%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of WTRE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.10% | 1.95% | -2.53% | -0.23% | 2.62% | 2.86% | |||||||
| 2024 | -4.48% | 0.63% | 3.27% | -8.17% | 5.95% | -0.45% | 6.89% | 3.39% | 4.18% | -4.87% | 0.11% | -8.26% | -3.30% |
| 2023 | 11.64% | -6.28% | -0.87% | 1.41% | -4.69% | 3.52% | 3.99% | -2.80% | -6.90% | -4.39% | 12.85% | 8.29% | 14.10% |
| 2022 | -1.68% | -2.63% | -0.56% | -8.12% | -5.83% | -7.82% | 8.12% | -7.46% | -14.45% | 0.64% | 9.17% | -4.31% | -31.68% |
| 2021 | -1.75% | 3.10% | 2.32% | 1.36% | 2.49% | 0.57% | -1.06% | 1.37% | -4.49% | 1.92% | -4.72% | 2.01% | 2.74% |
| 2020 | -4.72% | -4.89% | -22.39% | 5.81% | -1.63% | 3.92% | 0.29% | 4.85% | -3.11% | -3.21% | 11.01% | 1.18% | -15.73% |
| 2019 | 11.59% | -1.39% | 5.40% | -1.59% | -3.26% | 4.22% | -3.06% | -1.49% | 2.00% | 3.66% | 0.76% | 4.44% | 22.28% |
| 2018 | 4.98% | -7.81% | 2.36% | 0.22% | -0.81% | -2.54% | 2.08% | -2.17% | -1.89% | -6.83% | 4.42% | -2.94% | -11.21% |
| 2017 | 3.76% | 3.97% | 3.49% | 2.84% | 4.04% | 0.70% | 4.93% | 1.78% | 1.39% | -0.25% | 2.28% | 3.70% | 37.80% |
| 2016 | -7.04% | 2.06% | 10.01% | 0.44% | -1.86% | 2.11% | 5.86% | 0.10% | 1.32% | -5.56% | -3.38% | -0.54% | 2.36% |
| 2015 | 3.84% | 2.98% | -1.53% | 5.26% | -3.62% | -3.51% | -1.15% | -7.45% | -0.18% | 6.00% | -2.50% | -0.26% | -2.98% |
| 2014 | -5.23% | 5.44% | 0.97% | 3.90% | 3.69% | 2.07% | 1.30% | 1.41% | -7.21% | 3.85% | 0.44% | -2.35% | 7.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WTRE is 26, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WisdomTree New Economy Real Estate ETF provided a 2.31% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.47 | $0.38 | $0.28 | $2.06 | $0.76 | $2.47 | $1.25 | $2.06 | $1.51 | $1.20 | $1.49 |
Dividend yield | 2.31% | 2.70% | 2.05% | 1.68% | 8.44% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% | 5.30% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree New Economy Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.47 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.06 | $0.38 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $1.23 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.32 | $2.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2019 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.46 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.57 | $2.47 |
| 2018 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $1.25 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.87 | $2.06 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.87 | $1.51 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.66 | $1.20 |
| 2014 | $0.09 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.69 | $1.49 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree New Economy Real Estate ETF. 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 ETF was 74.18%, occurring on Mar 9, 2009. Recovery took 2103 trading sessions.
The current WisdomTree New Economy Real Estate ETF drawdown is 34.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.18% | Nov 1, 2007 | 339 | Mar 9, 2009 | 2103 | Jul 14, 2017 | 2442 |
| -47.57% | Jan 17, 2020 | 692 | Oct 14, 2022 | — | — | — |
| -18.88% | Jan 29, 2018 | 188 | Oct 24, 2018 | 294 | Dec 26, 2019 | 482 |
| -15.74% | Jun 6, 2007 | 51 | Aug 16, 2007 | 28 | Sep 26, 2007 | 79 |
| -5.25% | Oct 15, 2007 | 6 | Oct 22, 2007 | 4 | Oct 26, 2007 | 10 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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