EQTYX Mutual Fund

EQTYX Mutual Fund (WisdomTree Siegel Global Equity Digital Fund) is managed by WisdomTree Investments with $1.4M in net assets. EQTYX expense ratio is 0.40%, holding 12 positions across sectors including Financials. Inception date: 2023-12-06.

EQTYX performance shows a YTD return of 15.30%. The 1-year return is 21.15%. EQTYX dividend yield stands at 2.87%, paid quarterly.

EQTYX top holdings include Wisdomtree U.S. Quality Dividend Growth Index ETF (19.9%), Ishares Core S&p 500 ETF (15.1%), Wisdomtree US Total Dividend Fund (15.0%), Vanguard International High Dividend Yield ETF (10.1%), Wisdomtree Emerging Markets High Dividend Fund (8.2%). Go to all EQTYX holdings, EQTYX sectors, or EQTYX dividends.

EQTYX can be compared against other funds. Use EQTYX overlap to find shared positions, or EQTYX vs another fund for a side-by-side view. EQTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.