EQTYX Mutual Fund

EQTYX Mutual Fund (WisdomTree Siegel Global Equity Digital Fund) is managed by WisdomTree Investments with $1.2M in net assets. EQTYX expense ratio is 0.40%, holding 11 positions across sectors including Financials. Inception date: 2023-12-06.

EQTYX performance shows a YTD return of 12.36%. The 1-year return is 22.76%. EQTYX dividend yield stands at 2.92%, paid quarterly.

EQTYX top holdings include Wisdomtree U.S. Quality Dividend Growth Index ETF (19.8%), Ishares Core S&p 500 ETF (15.1%), Wisdomtree US Total Dividend Fund (14.9%), Vanguard International High Dividend Yield ETF (9.8%), Wisdomtree Emerging Markets High Dividend Fund (8.1%). 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.