WisdomTree U.S. Efficient Core Fund
NTSX
NYSE Arca
| Weiss Ratings | NTSX - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Valuation | NTSX - NYSE Arca | Click to Compare |
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| Price | $45.47 | |||
| Company Info | NTSX - NYSE Arca | Click to Compare |
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| Provider | WisdomTree | |||
| Manager/Tenure (Years) | Marlene Walker-Smith (4), David France (3), Todd Frysinger (3), 2 others | |||
| Website | http://www.wisdomtree.com | |||
| Phone Number | 212-801-2080 | |||
| Fund Information | NTSX - NYSE Arca | Click to Compare |
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| Fund Name | WisdomTree U.S. Efficient Core Fund | |||
| Category | Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 02, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | NTSX - NYSE Arca | Click to Compare |
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| Dividend Yield | 1.11% | |||
| Dividend | NTSX - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.36% | |||
| Asset Allocation | NTSX - NYSE Arca | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 99.23% | |||
| U.S. Stock | 98.91% | |||
| Non-U.S. Stock | 0.32% | |||
| Bond | 0.77% | |||
| U.S. Bond | 0.77% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | NTSX - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -5.13% | |||
| 30-Day Total Return | -5.69% | |||
| 60-Day Total Return | -3.90% | |||
| 90-Day Total Return | -7.21% | |||
| Year to Date Total Return | -2.94% | |||
| 1-Year Total Return | 10.73% | |||
| 2-Year Total Return | 37.22% | |||
| 3-Year Total Return | 18.15% | |||
| 5-Year Total Return | 64.82% | |||
| Price | NTSX - NYSE Arca | Click to Compare |
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| Closing Price | $46.81 | |||
| 1-Month Low Price | $46.81 | |||
| 1-Month High Price | $49.05 | |||
| 52-Week Low Price | $40.06 | |||
| 52-Week Low Price (Date) | Apr 19, 2024 | |||
| 52-Week High Price | $49.28 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| NAV | NTSX - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $46.75 | |||
| 1-Month High NAV | $49.00 | |||
| 52-Week Low NAV | $39.84 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $49.26 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | NTSX - NYSE Arca | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 18.49 | |||
| Balance Sheet | NTSX - NYSE Arca | Click to Compare |
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| Total Assets | 1.20B | |||
| Operating Ratios | NTSX - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.20% | |||
| Turnover Ratio | 5.00% | |||
| Performance | NTSX - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 21.41% | |||
| Last Bear Market Total Return | -17.49% | |||
