WTRE vs. PSR ETF Comparison

Comparison of WisdomTree New Economy Real Estate Fund (WTRE) to PowerShares Active U.S. Real Estate Fund (PSR)
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

$18.29

Average Daily Volume

3,380

Number of Holdings *

23

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

PowerShares Active U.S. Real Estate Fund

PSR Description The PowerShares Active U.S. Real Estate Fund (Fund) structures and selects its investments primarily from a universe of securities that are included within the FTSE NAREIT All Equity REITs Index at the time of purchase. The selection methodology uses quantitative and statistical metrics to identify attractively priced securities and manage risk. The Fund will invest principally in equity real estate investment trusts (REITs). The Fund is rebalanced and reconstituted monthly.

Grade (RS Rating)

Last Trade

$96.22

Average Daily Volume

3,012

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period WTRE PSR
30 Days -6.46% -2.19%
60 Days -6.57% -1.38%
90 Days -1.91% 4.20%
12 Months 13.74% 19.97%
12 Overlapping Holdings
Symbol Grade Weight in WTRE Weight in PSR Overlap
AMT D 4.12% 6.27% 4.12%
ARE F 4.62% 2.2% 2.2%
CCI C 4.43% 3.24% 3.24%
DLR A 5.86% 4.24% 4.24%
DOC D 3.66% 2.7% 2.7%
EGP D 2.04% 2.32% 2.04%
EQIX A 5.35% 8.8% 5.35%
FR C 1.38% 1.94% 1.38%
KRC C 1.23% 2.69% 1.23%
PLD D 4.46% 3.73% 3.73%
REXR F 2.46% 2.1% 2.1%
SBAC D 5.71% 4.47% 4.47%
WTRE Overweight 11 Positions Relative to PSR
Symbol Grade Weight
ABNB D 5.65%
VTR B 5.15%
IRM C 3.46%
COLD F 1.71%
TRNO D 1.58%
CUZ B 1.26%
CDP C 0.94%
DEI B 0.72%
DBRG F 0.58%
LXP D 0.52%
JBGS F 0.26%
WTRE Underweight 17 Positions Relative to PSR
Symbol Grade Weight
WELL A -8.85%
BRX A -4.99%
EQR C -4.61%
O C -4.29%
INVH D -3.68%
CUBE C -3.47%
SPG A -3.28%
PSA C -3.25%
ELS B -3.1%
ADC A -3.03%
KIM A -2.66%
GLPI C -2.33%
RYN D -2.25%
ESRT C -2.05%
EPRT A -1.47%
RLJ C -1.01%
CPT C -0.97%
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