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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree New Economy Real Estate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
WisdomTree New Economy Real Estate ETF (WTRE) has returned 1.81% so far this year and 28.07% over the past 12 months. Over the last ten years, WTRE has returned 2.03% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
WisdomTree New Economy Real Estate ETF
- 1D
- 3.82%
- 1M
- -8.71%
- YTD
- 1.81%
- 6M
- -1.28%
- 1Y
- 28.07%
- 3Y*
- 11.03%
- 5Y*
- -1.21%
- 10Y*
- 2.03%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 5, 2007, WTRE's average daily return is +0.01%, while the average monthly return is +0.23%. At this rate, your investment would double in approximately 25.1 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% | 1.81% | |||||||||
| 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 -5.44%, beta of 0.88, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since June 06, 2007.
- This ETF participated in 116.79% of S&P 500 Index downside but only 84.43% of its upside — more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -5.44% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 0.88 and R² of 0.62, 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
- -5.44%
- Beta
- 0.88
- R²
- 0.62
- Upside Capture
- 84.43%
- Downside Capture
- 116.79%
Expense Ratio
WTRE has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WTRE ranks 66 for risk / return — better than 66% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and compare them to a chosen benchmark (S&P 500 Index).
| WTRE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.90 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.39 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.40 | +0.59 |
Martin ratioReturn relative to average drawdown | 5.37 | 6.61 | -1.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WTRE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
WisdomTree New Economy Real Estate ETF provided a 2.39% 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 | 2.39% | 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 | $0.02 | |||||||||
| 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 18.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.18% | Nov 1, 2007 | 339 | Mar 9, 2009 | 2103 | Jul 14, 2017 | 2442 |
| -48.47% | 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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