WTV vs. HLGE ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to Hartford Longevity Economy ETF (HLGE)
WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$88.57

Average Daily Volume

27,994

Number of Holdings *

165

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

Hartford Longevity Economy ETF

HLGE Description The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$32.68

Average Daily Volume

469

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period WTV HLGE
30 Days 9.12% 3.61%
60 Days 11.64% 3.94%
90 Days 14.82% 5.95%
12 Months 41.90% 29.57%
62 Overlapping Holdings
Symbol Grade Weight in WTV Weight in HLGE Overlap
AFL B 0.72% 0.15% 0.15%
AIG B 0.67% 0.06% 0.06%
AMP A 0.85% 0.15% 0.15%
APP B 5.52% 0.18% 0.18%
AXP A 0.29% 0.27% 0.27%
BAC A 0.41% 0.38% 0.38%
BBY D 0.52% 0.1% 0.1%
BK A 1.02% 0.52% 0.52%
BKNG A 0.64% 0.74% 0.64%
C A 0.69% 0.44% 0.44%
CAH B 0.3% 0.06% 0.06%
CI F 0.54% 0.35% 0.35%
CMCSA B 0.66% 0.54% 0.54%
CNC D 0.21% 0.2% 0.2%
DOCS C 0.4% 0.07% 0.07%
EBAY D 0.55% 1.01% 0.55%
EQH B 1.09% 0.12% 0.12%
EXEL B 0.51% 0.25% 0.25%
FOXA B 1.11% 0.14% 0.14%
GDDY A 1.24% 0.27% 0.27%
GEN B 0.56% 0.41% 0.41%
GIS D 0.43% 0.08% 0.08%
GM B 0.76% 0.74% 0.74%
GS A 1.01% 0.53% 0.53%
HCA F 0.69% 0.39% 0.39%
HLT A 0.34% 0.21% 0.21%
HOLX D 0.47% 0.11% 0.11%
HON B 0.37% 0.23% 0.23%
HPQ B 0.38% 0.82% 0.38%
HRB D 0.54% 0.2% 0.2%
HSY F 0.22% 0.17% 0.17%
JPM A 0.32% 0.36% 0.32%
JXN C 0.63% 0.12% 0.12%
KMB D 0.22% 0.3% 0.22%
LMT D 0.76% 0.54% 0.54%
LOW D 0.5% 0.73% 0.5%
MCD D 0.3% 0.03% 0.03%
MCK B 0.63% 0.68% 0.63%
MDLZ F 0.31% 0.04% 0.04%
MET A 0.85% 0.08% 0.08%
MS A 0.77% 0.44% 0.44%
MTCH D 0.61% 0.6% 0.6%
NOC D 0.42% 0.17% 0.17%
NRG B 0.89% 0.04% 0.04%
NTAP C 0.7% 0.79% 0.7%
NVR D 0.36% 0.3% 0.3%
ORI A 0.92% 0.14% 0.14%
PHM D 0.3% 0.23% 0.23%
PRU A 0.72% 0.27% 0.27%
RJF A 0.6% 0.13% 0.13%
RTX C 0.89% 0.32% 0.32%
SF B 1.07% 0.13% 0.13%
SPG B 0.35% 0.18% 0.18%
SYF B 1.37% 0.25% 0.25%
SYY B 0.38% 0.27% 0.27%
TMUS B 0.82% 0.7% 0.7%
TROW B 0.5% 0.13% 0.13%
UNM A 0.74% 0.09% 0.09%
UTHR C 0.74% 0.3% 0.3%
VRSN F 0.23% 0.07% 0.07%
VTRS A 0.65% 0.08% 0.08%
WFC A 0.93% 0.39% 0.39%
WTV Overweight 103 Positions Relative to HLGE
Symbol Grade Weight
VST B 3.36%
XOM B 1.46%
MO A 0.96%
EXPE B 0.91%
MRO B 0.91%
BLDR D 0.89%
HIG B 0.86%
JBL B 0.86%
VLO C 0.86%
STLD B 0.82%
POST C 0.81%
CVX A 0.8%
MPC D 0.8%
LNG B 0.79%
PYPL B 0.79%
PSX C 0.75%
KMI A 0.73%
VOYA B 0.72%
CSL C 0.72%
EXPD D 0.7%
COP C 0.67%
CAT B 0.67%
EXP A 0.66%
FI A 0.65%
WSC D 0.65%
CRBG B 0.64%
BERY B 0.64%
DE A 0.62%
OMC C 0.62%
AN C 0.6%
LH C 0.6%
FIS C 0.59%
PRI A 0.59%
ARW D 0.59%
ADM D 0.57%
PFG D 0.57%
MNST C 0.57%
UHS D 0.57%
OXY D 0.56%
DD D 0.56%
CIEN B 0.55%
TAP C 0.53%
CSX B 0.53%
PAYC B 0.53%
TXT D 0.53%
MTG C 0.53%
OVV B 0.52%
BBWI D 0.51%
BKR B 0.5%
EOG A 0.5%
FANG D 0.5%
CPAY A 0.49%
MTN C 0.49%
DVN F 0.49%
NTRS A 0.48%
WCC B 0.48%
MAR B 0.48%
CSCO B 0.48%
GL B 0.47%
KHC F 0.47%
TOL B 0.47%
EMN D 0.47%
AIZ A 0.44%
IPG D 0.44%
SNX C 0.44%
DBX B 0.44%
TWLO A 0.42%
RL B 0.41%
SAIC F 0.41%
KDP D 0.41%
ITW B 0.38%
RS B 0.37%
NUE C 0.37%
MUSA A 0.37%
H B 0.36%
LEA D 0.36%
CHWY B 0.35%
DVA B 0.35%
DKS C 0.35%
WYNN D 0.35%
TRGP B 0.34%
SCI B 0.34%
HAL C 0.33%
HST C 0.33%
GPN B 0.32%
LVS C 0.32%
BWA D 0.32%
TMHC B 0.32%
AZO C 0.31%
FDX B 0.3%
RHI B 0.3%
OTIS C 0.3%
WEX D 0.28%
INGR B 0.28%
AOS F 0.27%
GPK C 0.26%
BLD D 0.26%
MAS D 0.26%
THC D 0.25%
DRI B 0.22%
NKE D 0.21%
CROX D 0.19%
ULTA F 0.14%
WTV Underweight 277 Positions Relative to HLGE
Symbol Grade Weight
CARG C -1.18%
NVDA C -1.17%
META D -1.06%
AMZN C -1.05%
GOOGL C -1.03%
ORCL B -1.03%
DELL C -0.94%
CARS B -0.94%
TXN C -0.92%
HPE B -0.89%
CVLT B -0.89%
QCOM F -0.89%
NOW A -0.88%
YELP C -0.86%
NXPI D -0.83%
MSFT F -0.83%
AAPL C -0.82%
WMT A -0.82%
FICO B -0.81%
PSTG D -0.79%
STX D -0.79%
JWN C -0.76%
DDS B -0.75%
WDC D -0.74%
JNJ D -0.73%
FTNT C -0.72%
VRTX F -0.68%
HD A -0.67%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
TJX A -0.63%
MCHP D -0.6%
ADI D -0.6%
NFLX A -0.6%
UNH C -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
GILD C -0.54%
KR B -0.54%
ELV F -0.53%
OLED D -0.53%
AVGO D -0.53%
M D -0.53%
MTD D -0.53%
BSX B -0.52%
LLY F -0.52%
PANW C -0.52%
COST B -0.51%
T A -0.5%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
EA A -0.47%
MRK F -0.46%
BRK.A B -0.44%
REGN F -0.43%
AMED F -0.43%
MTB A -0.43%
SNAP C -0.42%
KO D -0.41%
ZTS D -0.41%
ACI C -0.41%
PNC B -0.41%
OLLI D -0.41%
MCO B -0.4%
SYK C -0.4%
VRNS D -0.39%
QLYS C -0.38%
MU D -0.38%
FITB A -0.37%
TGT F -0.37%
IAC D -0.36%
CALM A -0.36%
SWKS F -0.36%
CRWD B -0.35%
A D -0.35%
BMY B -0.35%
ISRG A -0.35%
GD F -0.35%
IRM D -0.35%
ON D -0.34%
CW B -0.34%
VZ C -0.34%
UBER D -0.34%
MTSI B -0.34%
XRX F -0.33%
PEP F -0.33%
INTU C -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO D -0.32%
PG A -0.32%
DIOD D -0.32%
DUK C -0.31%
STT A -0.31%
EDR A -0.31%
WELL A -0.3%
AMGN D -0.3%
RF A -0.29%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
CDNS B -0.28%
YUM B -0.28%
ETR B -0.28%
MDT D -0.28%
HBAN A -0.28%
ADSK A -0.28%
USB A -0.28%
SMTC B -0.26%
PTC A -0.26%
KTB B -0.26%
RCL A -0.25%
PEG A -0.25%
OGN D -0.25%
HUM C -0.25%
TENB C -0.24%
INCY C -0.24%
SNPS B -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COLL F -0.24%
COR B -0.24%
WMK C -0.23%
ZUO B -0.23%
INTC D -0.23%
RMD C -0.22%
POWI D -0.22%
NYT C -0.22%
PFE D -0.21%
PPL B -0.21%
ITCI C -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG C -0.21%
TYL B -0.21%
EHC B -0.21%
BJ A -0.2%
SMCI F -0.2%
LAMR D -0.2%
PGR A -0.2%
WAT B -0.2%
ACIW B -0.2%
TSCO D -0.19%
COF B -0.19%
CRDO B -0.19%
BOX B -0.18%
ZETA D -0.18%
FCNCA A -0.18%
KVUE A -0.18%
BLK C -0.18%
AVB B -0.18%
ROST C -0.17%
PSMT C -0.17%
DGX A -0.16%
ANSS B -0.16%
FSLR F -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN B -0.16%
CRVL A -0.16%
UPBD B -0.16%
AMD F -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
SFM A -0.15%
DHR F -0.15%
MMSI B -0.15%
TDC D -0.15%
NHI D -0.14%
ADBE C -0.14%
PDCO D -0.14%
FLO D -0.14%
WGO C -0.14%
ALKT B -0.14%
SPGI C -0.14%
FE C -0.14%
EQR B -0.13%
SHOO D -0.13%
AGYS A -0.13%
CHD B -0.13%
AEP D -0.13%
TFC A -0.13%
BDX F -0.13%
WSM B -0.12%
BKE B -0.12%
SHO C -0.12%
ICE C -0.11%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
ED D -0.1%
VEEV C -0.1%
PJT A -0.1%
EIX B -0.1%
HIMS B -0.1%
DHI D -0.1%
KLG C -0.09%
ETSY D -0.09%
COKE C -0.09%
O D -0.08%
CHTR C -0.08%
SRE A -0.08%
THO B -0.08%
DTE C -0.08%
F C -0.08%
DFIN D -0.08%
GOLF B -0.08%
VTR C -0.08%
ROP B -0.08%
IDXX F -0.08%
PINC B -0.07%
FTDR A -0.07%
DOCU A -0.07%
BPOP B -0.07%
ACGL D -0.06%
AXS A -0.06%
PRDO B -0.06%
CPRX C -0.06%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
ABNB C -0.06%
EVR B -0.06%
OFG B -0.06%
ZS C -0.05%
FHI A -0.05%
LMAT A -0.05%
LNTH D -0.05%
WBA F -0.05%
EPC D -0.05%
WEC A -0.04%
VCTR B -0.04%
CBRE B -0.04%
DIS B -0.04%
PBH A -0.04%
MRVL B -0.04%
APO B -0.04%
MKL A -0.04%
WOR F -0.04%
CASY A -0.04%
STE F -0.04%
HLI B -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE D -0.03%
SNEX B -0.03%
CNK B -0.03%
BRBR A -0.03%
MORN B -0.03%
LYV A -0.03%
MANH D -0.03%
CFG B -0.03%
BCO D -0.03%
COLM B -0.02%
MMM D -0.02%
TNL A -0.02%
CASH A -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP F -0.01%
UE C -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
Compare ETFs