MODRX Mutual Fund
MODRX Mutual Fund
WisdomTree Siegel Moderate Digital Fund
MODRX Mutual Fund Overview
MODRX Mutual Fund (WisdomTree Siegel Moderate Digital Fund) is managed by WisdomTree Investments with $481,975.7 in net assets. MODRX expense ratio is 0.40%, holding 17 positions across sectors including Unknown, Financials. Inception date: 2023-12-06.
MODRX performance shows a YTD return of 7.14%. The 1-year return is 15.25%. MODRX dividend yield stands at 3.01%, paid quarterly.
MODRX top holdings include Wisdomtree Yield Enhanced Us Aggregate Bond Fund (15.7%), Wisdomtree U.S. Quality Dividend Growth Index ETF (14.1%), Wisdomtree US Total Dividend Fund (9.1%), Wisdomtree Mortgage Plus Bond Fund (9.0%), Ishares Core S&p 500 ETF (7.7%). View all MODRX holdings, sector breakdown, or dividend history.
MODRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MODRX alternatives are available via the screener, along with tax-loss harvesting opportunities.