Alternative Funds

Top category "WisdomTree - Modern Alpha®" is hidden please check in administration to make it visible

Parent category "Alternative Strategies" is hidden please check in administration to make it visible

Draft theme Never published

Alternative Funds

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

WisdomTree Alternative ETFs list a range of Modern Alpha® investment strategies, setting the funds apart

  • balancing investments in large cap equity with U.S. Treasuries futures - NTSX
  • seeking to benefit from short-term market volatility by selling a sequence of one-month, at-the-money, S&P 500 Index puts, with exposure to a potential market reversal - PUTW
  • broad based, diversified commodity exposure by way of futures contracts - GCC
  • a combination of diversified futures contracts for commodities, currencies and interest rates, not directly correlated to the broad market - WTMF
  • investments in mortgage-related debt and other securitized debt - MTGP

 

WisdomTree U.S. Corporate Bond is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

Alternative Funds • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree CBOE S&P 500 PutWrite Strategy Fund PUTW NYSEARCA - - - 195 M 27.8% Neutral 11%   26% -5%
WisdomTree Continuous Commodity Index Fund GCC NYSEARCA - - - 101 M 15.9% Weak Up 10%   19% -17%
WisdomTree Emerging Markets Efficient Core Fund NTSE NYSEARCA - - - 0 1.1% Neutral 1%   0% -1%
WisdomTree International Efficient Core Fund NTSI NYSEARCA - - - 0 0.9% Neutral 1%   0% -1%
WisdomTree Managed Futures Strategy Fund WTMF NYSEARCA - - - 137 M 15.5% Neutral 8%   15% -4%
WisdomTree Mortgage Plus Bond Fund MTGP NYSEARCA - - - 0 1.1% Neutral 2%   0% -2%
WisdomTree U.S. Efficient Core Fund NTSX NYSEARCA - - - 45 M 34.4% Neutral 16%   40% -9%