WS
| |
WisdomTree Siegel Longevity Digital Fund | LNGVXMutual Fund | |
| WisdomTree Siegel Longevity Digital Fund | |
| Last update 2026-06-02 | 15 Stocks (0 new) |
| Value $0 | Turnover 26 % |
WisdomTree Siegel Longevity Di... Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 1,114 | 48.4 | +35.36% | 14.300 | +3.74% | 0.010 | +2.21% | +1.23% | 877.0 | ||
DTD | WisdomTree U.S. Total Dividend Fund | 529 | 45.7 | +35.29% | 13.500 | +3.52% | 0.000 | +9.59% | +10.95% | 1,614.3 | ||
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 311 | 29.3 | +35.22% | 8.660 | +2.26% | 0.000 | +7.90% | +10.89% | 19,876.8 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 296 | 26.0 | +35.16% | 7.680 | +2.00% | 0.000 | +9.25% | +6.48% | 16,373.2 | ||
IVV | iShares Core S&P 500 ETF | 39 | 25.5 | +34.48% | 7.530 | +1.93% | 0.000 | +12.98% | +7.17% | 785,589.9 | ||
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 501 | 24.9 | +35.41% | 7.360 | +1.92% | 0.000 | +11.14% | +15.66% | 3,840.8 | ||
SPMD |
State Street SPDR Portfolio S&P 400TM Mid Cap ETF
State Street SPDR Portfolio S&P 400TM Mid Cap ETF
| 374 | 22.1 | +35.51% | 6.550 | +1.72% | 0.000 | +13.69% | +16.02% | 17,978.5 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 140 | 20.7 | +35.92% | 6.130 | +1.62% | 0.000 | +8.14% | +11.58% | 80,098.7 | ||
WTMF |
WisdomTree Managed Futures Strategy Fund
WisdomTree Managed Futures Strategy Fund
| 434 | 17.2 | +35.20% | 5.090 | +1.33% | 0.010 | +3.47% | +6.76% | 233.4 | ||
DGRS |
WisdomTree U.S. SmallCap Dividend Growth Fund
WisdomTree U.S. SmallCap Dividend Growth Fund
| 263 | 13.9 | +35.57% | 4.120 | +1.08% | 0.000 | +13.14% | +21.33% | 402.3 |
WisdomTree Siegel Longevity Digital Fund's Historical Top Holdings Breakdowns
WisdomTree Siegel Longevity Digital Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 2026-03-31 | Add Add | +3.74% | 43.1 ($44.04) 44.57 | $43.63 | -0.93% | Add 35.36% | 1,114 | 291 | |
DTD | WisdomTree U.S. Total Dividend Fund | 2026-03-31 | Add Add | +3.52% | 84.63 ($87.85) 90.64 | $93.31 | 6.22% | Add 35.29% | 529 | 138 | |
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 2026-03-31 | Add Add | +2.26% | 90.61 ($95.32) 101.6 | $97.81 | 2.61% | Add 35.22% | 311 | 81 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2026-03-31 | Add Add | +2.00% | 85.65 ($90.93) 93.64 | $94.67 | 4.11% | Add 35.16% | 296 | 77 | |
IVV | iShares Core S&P 500 ETF | 2026-03-31 | Add Add | +1.93% | 634.93 ($682.85) 698.7 | $730.17 | 6.93% | Add 34.48% | 39 | 10 | |
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 2026-03-31 | Add Add | +1.92% | 47.22 ($49.59) 52.32 | $53.05 | 6.98% | Add 35.41% | 501 | 131 | |
SPMD |
State Street SPDR Portfolio S&P 400TM Mid Cap ETF
State Street SPDR Portfolio S&P 400TM Mid Cap ETF
| 2026-03-31 | Add Add | +1.72% | 57.5 ($60.87) 63.29 | $66.76 | 9.68% | Add 35.51% | 374 | 98 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2026-03-31 | Add Add | +1.62% | 144.76 ($150.35) 156.5 | $158.22 | 5.23% | Add 35.92% | 140 | 37 | |
WTMF |
WisdomTree Managed Futures Strategy Fund
WisdomTree Managed Futures Strategy Fund
| 2026-03-31 | Add Add | +1.33% | 37.81 ($39.09) 40.19 | $40.59 | 3.84% | Add 35.2% | 434 | 113 | |
DGRS |
WisdomTree U.S. SmallCap Dividend Growth Fund
WisdomTree U.S. SmallCap Dividend Growth Fund
| 2026-03-31 | Add Add | +1.08% | 49.99 ($53.68) 56.48 | $59.64 | 11.10% | Add 35.57% | 263 | 69 |
WisdomTree Siegel Longevity Digital Fund Total Holding History ($B)
WisdomTree Siegel Longevity Digital Fund's Asset Allocation
WisdomTree Siegel Longevity Digital Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
WisdomTree Siegel Longevity Digital Fund's Hypothetical Growth since 2026-03-31
WisdomTree Siegel Longevity Digital Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
WisdomTree Siegel Longevity Digital Fund's Holdings Heat Map
Size field:
WisdomTree Siegel Longevity Digital Fund's Holdings Bubble Chart
Discussions on WisdomTree Siegel Longevity Digital Fund
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers