WTV vs. LGLV ETF Comparison

Comparison of WisdomTree U.S. Value Fund (WTV) to SPDR SSGA US Large Cap Low Volatility Index ETF (LGLV)

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

$79.88

Average Daily Volume

14,470

Number of Holdings ^*

162

* may have additional holdings in another (foreign) market

LGLV

SPDR SSGA US Large Cap Low Volatility Index ETF

LGLV Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA US Large Cap Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the stocks of U.S. large capitalization companies that exhibit low volatility. Volatility is a statistical measurement of the magnitude of movements in a stock's price over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$168.81

Average Daily Volume

30,974

Number of Holdings ^*

159

* may have additional holdings in another (foreign) market

Performance

Period	WTV	LGLV
30 Days	4.12%	2.24%
60 Days	6.46%	6.40%
90 Days	9.93%	11.13%
12 Months	30.89%	28.47%

26 Overlapping Holdings

Symbol	Grade	Weight in WTV	Weight in LGLV	Overlap
AFL	A	0.78%	0.71%	0.71%
AIZ	B	0.43%	0.37%	0.37%
AZO	B	0.32%	0.49%	0.32%
CMCSA	C	0.69%	0.43%	0.43%
CSCO	B	0.48%	0.48%	0.48%
CVX	F	0.79%	0.31%	0.31%
FOXA	B	1.11%	0.53%	0.53%
GIS	B	0.54%	1.27%	0.54%
GL	D	0.5%	0.36%	0.36%
GPK	C	0.29%	0.34%	0.29%
HON	C	0.36%	0.55%	0.36%
ITW	B	0.4%	0.51%	0.4%
KMI	C	0.62%	0.65%	0.62%
LMT	A	0.89%	0.83%	0.83%
LNG	D	0.7%	0.37%	0.37%
LOW	B	0.55%	0.39%	0.39%
MCD	B	0.34%	0.85%	0.34%
MCK	F	0.53%	0.66%	0.53%
NOC	B	0.49%	0.74%	0.49%
NVR	B	0.44%	0.47%	0.44%
ORI	B	0.93%	0.34%	0.34%
OTIS	B	0.32%	0.66%	0.32%
SAIC	C	0.51%	0.25%	0.25%
SCI	C	0.34%	0.41%	0.34%
VRSN	C	0.25%	0.51%	0.25%
XOM	D	1.56%	0.32%	0.32%

WTV Overweight 136 Positions Relative to LGLV

Symbol	Grade	Weight
VST	B	2.64%
APP	C	2.39%
GDDY	C	1.13%
SYF	C	1.12%
EQH	C	1.06%
BLDR	C	1.04%
BK	B	1.02%
RTX	B	0.97%
SF	B	0.95%
MRO	D	0.95%
MO	C	0.95%
GS	B	0.93%
HIG	B	0.92%
POST	B	0.91%
MET	B	0.9%
NRG	B	0.89%
HCA	B	0.89%
MPC	F	0.88%
VLO	F	0.87%
WSC	D	0.82%
EXPD	B	0.82%
EXPE	C	0.82%
JBL	C	0.82%
MTCH	C	0.81%
PSX	F	0.8%
PYPL	B	0.8%
STLD	C	0.8%
UTHR	B	0.79%
CSL	B	0.79%
TMUS	B	0.77%
VOYA	B	0.76%
AMP	B	0.76%
NTAP	D	0.76%
ARW	B	0.75%
WFC	D	0.75%
UHS	C	0.75%
CAT	B	0.74%
PRU	C	0.74%
AIG	D	0.71%
BERY	B	0.71%
GM	C	0.71%
COP	F	0.7%
AN	C	0.7%
ADM	D	0.7%
DE	A	0.69%
OMC	B	0.69%
C	C	0.68%
EXP	B	0.68%
HRB	C	0.67%
CRBG	C	0.65%
DD	B	0.65%
BBY	A	0.64%
CI	C	0.64%
OXY	F	0.64%
EBAY	B	0.64%
MS	B	0.64%
UNM	B	0.63%
VTRS	D	0.62%
FIS	C	0.62%
PFG	B	0.62%
TXT	D	0.61%
JXN	B	0.61%
MNST	D	0.6%
BKNG	B	0.59%
MTG	B	0.59%
DVN	F	0.58%
KHC	C	0.58%
CSX	C	0.57%
MTN	D	0.57%
EMN	B	0.56%
FANG	F	0.56%
PRI	B	0.56%
BBWI	D	0.55%
IPG	C	0.54%
KDP	B	0.53%
CIEN	B	0.53%
OVV	F	0.52%
TOL	A	0.52%
HOLX	D	0.52%
TAP	D	0.51%
TROW	C	0.51%
EOG	D	0.51%
RJF	C	0.5%
SNX	C	0.49%
MAR	B	0.46%
LEA	D	0.46%
PAYC	D	0.46%
DBX	C	0.45%
BKR	C	0.45%
NTRS	C	0.44%
CPAY	B	0.44%
SYY	C	0.42%
EXEL	C	0.42%
WCC	C	0.42%
RL	B	0.41%
DKS	D	0.41%
HPQ	C	0.4%
MDLZ	C	0.39%
HST	D	0.39%
H	B	0.39%
NUE	D	0.39%
DVA	B	0.38%
BWA	C	0.37%
RS	D	0.37%
BAC	D	0.37%
MUSA	D	0.37%
PHM	B	0.36%
AOS	B	0.35%
DOCS	B	0.35%
TMHC	B	0.35%
WYNN	C	0.35%
WEX	C	0.35%
SPG	B	0.35%
HAL	F	0.35%
HLT	B	0.34%
BLD	C	0.33%
CHWY	D	0.33%
GPN	D	0.31%
CAH	C	0.31%
RHI	D	0.31%
TWLO	C	0.31%
MAS	B	0.31%
LVS	C	0.31%
CROX	C	0.3%
JPM	D	0.3%
AXP	B	0.29%
INGR	B	0.29%
FDX	D	0.29%
CNC	D	0.29%
THC	C	0.29%
TRGP	C	0.28%
HSY	D	0.27%
NKE	D	0.27%
DRI	C	0.25%
KMB	C	0.25%
ULTA	D	0.19%

WTV Underweight 133 Positions Relative to LGLV

Symbol	Grade	Weight
CL	C	-1.4%
PEP	D	-1.33%
WMT	B	-1.23%
LIN	B	-1.21%
XEL	B	-1.14%
DUK	B	-1.13%
PSA	C	-1.11%
AVB	C	-1.1%
PEG	B	-1.08%
JNJ	C	-1.08%
EQR	C	-1.08%
APD	B	-1.07%
PG	C	-1.05%
SO	B	-1.05%
RSG	D	-1.02%
ED	B	-1.0%
PGR	C	-1.0%
WEC	B	-0.97%
BRK.A	C	-0.96%
VZ	A	-0.95%
VMC	C	-0.93%
DTE	A	-0.93%
AMT	C	-0.92%
MMC	C	-0.91%
EQIX	B	-0.89%
K	A	-0.85%
NDAQ	C	-0.83%
WM	D	-0.82%
AJG	D	-0.82%
INVH	D	-0.81%
AEE	B	-0.81%
CME	B	-0.8%
ALL	C	-0.8%
TRV	C	-0.8%
BRO	C	-0.79%
MMM	B	-0.77%
UNH	C	-0.77%
GD	C	-0.76%
BDX	D	-0.76%
CMS	B	-0.75%
CB	B	-0.75%
MSI	B	-0.74%
MKL	C	-0.73%
BAH	B	-0.73%
MAA	C	-0.72%
MSFT	C	-0.71%
ICE	C	-0.71%
ADP	C	-0.7%
COST	C	-0.7%
PKG	B	-0.69%
CHKP	B	-0.68%
BMY	C	-0.68%
T	B	-0.68%
J	A	-0.68%
WTW	B	-0.67%
AON	B	-0.66%
FDS	C	-0.66%
SUI	C	-0.65%
TJX	C	-0.65%
WRB	D	-0.64%
ORCL	B	-0.64%
PAYX	C	-0.64%
IBM	B	-0.64%
MDT	B	-0.64%
MRK	F	-0.64%
ABT	C	-0.64%
TYL	C	-0.63%
AVY	C	-0.63%
V	C	-0.61%
EA	D	-0.61%
GRMN	D	-0.6%
AMCR	B	-0.59%
TXN	B	-0.59%
ROP	C	-0.59%
ETN	C	-0.59%
IEX	C	-0.58%
UDR	C	-0.56%
VRSK	D	-0.56%
NI	B	-0.55%
GGG	C	-0.53%
L	D	-0.53%
UNP	D	-0.52%
BR	C	-0.52%
FAST	C	-0.52%
TSCO	B	-0.52%
HD	B	-0.51%
CASY	D	-0.5%
AME	C	-0.5%
CNA	D	-0.5%
ORLY	B	-0.5%
GOOGL	D	-0.5%
PCAR	D	-0.5%
ELS	D	-0.5%
RYAN	C	-0.49%
CPT	C	-0.49%
NDSN	C	-0.49%
AMH	D	-0.49%
ROL	C	-0.48%
JKHY	B	-0.47%
WMB	C	-0.46%
CHRW	B	-0.44%
SBUX	C	-0.44%
AKAM	D	-0.42%
ACN	C	-0.42%
FTV	C	-0.42%
YUM	B	-0.41%
CACI	B	-0.4%
HLI	C	-0.4%
CSGP	D	-0.39%
ATR	B	-0.38%
DOX	C	-0.37%
TTC	F	-0.33%
EGP	C	-0.33%
CHE	C	-0.32%
DCI	C	-0.32%
CHK	C	-0.31%
CBSH	D	-0.29%
ADC	C	-0.28%
FR	C	-0.28%
DTM	C	-0.27%
SEIC	B	-0.27%
MSA	D	-0.25%
DLB	D	-0.25%
GNTX	D	-0.25%
LSTR	D	-0.24%
RLI	B	-0.23%
DG	F	-0.23%
CWST	D	-0.21%
SON	D	-0.2%
SIGI	D	-0.2%
MMS	B	-0.2%
NEU	D	-0.14%
SOLV	D	-0.1%