- ISIN
- BMG947871015
- Issuer
- WisdomTree
- Inception Date
- Jun 5, 2007
- Region
- Global ex-U.S. (Broad)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- CenterSquare New Economy Real Estate Index
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $17M
Share Price Chart
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Performance
WTRE Performance Chart
WisdomTree New Economy Real Estate ETF (WTRE) is up 20.2% since the beginning of the year. WTRE is currently trading at $26 per share. Investors who bought $1,000 worth of WTRE shares 5 years ago would now be looking at an investment worth $1,079.
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Returns By Period
WisdomTree New Economy Real Estate ETF (WTRE) has returned 20.22% so far this year and 38.96% over the past 12 months. Over the last ten years, WTRE has returned 3.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
WisdomTree New Economy Real Estate ETF
- 1D
- -0.50%
- 1M
- -1.78%
- YTD
- 20.22%
- 6M
- 19.71%
- 1Y
- 38.96%
- 3Y*
- 19.12%
- 5Y*
- 1.53%
- 10Y*
- 3.97%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WTRE Monthly Returns History
Based on dividend-adjusted daily data since Jun 5, 2007, WTRE's average daily return is +0.02%, while the average monthly return is +0.30%. At this rate, an investment would double in approximately 19.3 years.
Historically, 54% of months were positive and 46% were negative. The best month was May 2009 with a return of +18.3%, while the worst month was Oct 2008 at -27.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.
On a daily basis, WTRE closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +16.6%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.45% | 2.83% | -8.71% | 13.25% | 8.33% | -3.75% | 20.22% | ||||||
| 2025 | 1.10% | 1.94% | -2.53% | -0.23% | 4.14% | 8.78% | -0.71% | 6.60% | 8.45% | 4.78% | -6.69% | -0.83% | 26.36% |
| 2024 | -4.46% | 0.62% | 3.29% | -8.17% | 5.98% | -0.48% | 6.89% | 3.38% | 4.19% | -4.89% | 0.13% | -8.26% | -3.27% |
| 2023 | 11.61% | -6.25% | -0.88% | 1.41% | -4.69% | 3.52% | 4.01% | -2.82% | -6.90% | -4.39% | 12.88% | 8.24% | 14.07% |
| 2022 | -1.68% | -2.64% | -0.54% | -8.11% | -5.84% | -7.82% | 8.12% | -7.46% | -14.45% | 0.66% | 9.18% | -4.34% | -31.68% |
| 2021 | -1.75% | 3.09% | 2.33% | 1.36% | 2.49% | -1.14% | -1.06% | 1.38% | -4.50% | 1.92% | -4.71% | 2.00% | 1.00% |
Benchmark Metrics
WisdomTree New Economy Real Estate ETF has an annualized alpha of -5.12%, beta of 0.88, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since June 05, 2007.
- This ETF participated in 117.13% of S&P 500 Index downside but only 86.16% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -5.12% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 0.88 and R2 of 0.61, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -5.12%
- Beta
- 0.88
- R²
- 0.61
- Upside Capture
- 86.16%
- Downside Capture
- 117.13%
Expense Ratio
WTRE has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WTRE ranks 53 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTRE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 2.78 | -0.03 |
| Martin ratioReturn relative to average drawdown | 7.50 | 12.44 | -4.94 |
Dividends
Dividend History
WisdomTree New Economy Real Estate ETF provided a 2.02% dividend yield over the last twelve months, with an annual payout of $0.52 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.50 | $0.46 | $0.38 | $0.28 | $1.58 | $0.76 | $2.47 | $1.25 | $2.06 | $1.51 | $1.20 |
Dividend yield | 2.02% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.02 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.29 | $0.50 |
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.46 |
| 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 | $0.75 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.32 | $1.58 |
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 5.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -74.18%Mar 2009 | 1y 4mo | 8y 4mo | 9y 8moNov 2007 - Jul 2017 |
Bear market2022 | -48.47%Oct 2022 | 2y 9mo | 3y 7mo | 6y 4moJan 2020 - May 2026 |
Rate-hike selloffLate 2018 | -18.88%Oct 2018 | 8mo 28d | 1y 2mo | 1y 11moJan 2018 - Dec 2019 |
2007 correction2007 | -15.76%Aug 2007 | 2mo 12d | 1mo 11d | 3mo 23dJun 2007 - Sep 2007 |
2026 pullback2026 | -6.15%Jun 2026 | 12d | — | 25d 6hMay 2026 - now |
Drawdown Indicators
| WTRE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -56.78% | -17.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -9.10% | -5.12% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -18.90% | -3.24% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | -25.43% | -17.11% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -33.92% | -14.55% |
Current DrawdownCurrent decline from peak | -5.14% | -1.80% | -3.34% |
Average DrawdownAverage peak-to-trough decline | -24.93% | -10.71% | -14.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.21% | 2.03% | +3.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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