REIT vs. WTRE ETF Comparison

Comparison of ALPS Active REIT ETF (REIT) to WisdomTree New Economy Real Estate Fund (WTRE)
REIT

ALPS Active REIT ETF

REIT Description

The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.90

Average Daily Volume

11,453

Number of Holdings *

28

* may have additional holdings in another (foreign) market
WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$18.33

Average Daily Volume

3,339

Number of Holdings *

23

* may have additional holdings in another (foreign) market
Performance
Period REIT WTRE
30 Days 0.49% -5.02%
60 Days -0.45% -6.88%
90 Days 1.80% -4.32%
12 Months 25.34% 13.18%
11 Overlapping Holdings
Symbol Grade Weight in REIT Weight in WTRE Overlap
AMT C 0.99% 4.12% 0.99%
COLD D 1.69% 1.71% 1.69%
CUZ B 3.05% 1.26% 1.26%
DLR B 3.39% 5.86% 3.39%
DOC C 3.99% 3.66% 3.66%
EQIX A 9.08% 5.35% 5.35%
FR D 4.0% 1.38% 1.38%
IRM C 2.01% 3.46% 2.01%
KRC B 2.33% 1.23% 1.23%
LXP D 1.77% 0.52% 0.52%
PLD F 5.57% 4.46% 4.46%
REIT Overweight 17 Positions Relative to WTRE
Symbol Grade Weight
WELL A 5.01%
PSA C 4.82%
VICI C 4.76%
SPG A 4.49%
INVH D 3.86%
EXR C 3.82%
O C 3.63%
EQR C 3.45%
UDR B 3.12%
AVB B 3.05%
HST C 3.03%
SBRA C 2.77%
MAC B 2.65%
EPRT B 2.65%
ELS C 2.54%
IVT A 2.21%
ADC A 1.49%
REIT Underweight 12 Positions Relative to WTRE
Symbol Grade Weight
SBAC D -5.71%
ABNB C -5.65%
VTR B -5.15%
ARE F -4.62%
CCI C -4.43%
REXR F -2.46%
EGP D -2.04%
TRNO F -1.58%
CDP C -0.94%
DEI B -0.72%
DBRG F -0.58%
JBGS F -0.26%
Compare ETFs