WisdomTree International Adaptive Moving Average Fund
WisdomTree International Adaptive Moving Average Fund
Your view on WIMA
Overview
What the company does, where it operates, and who runs it.
About WisdomTree International Adaptive Moving Average Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 250 West 34th Street, 3rd Floor, New York, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 250 West 34th Street, 3rd Floor, New York, NY, US
WIMA is passively managed, providing adaptive exposure to US t-bills and international stocks ex-NA. The fund utilizes a trend-following signal based on a 200-day moving average crossover, where the ratio of the indexs current price to its 200-day average determines the allocation. If the ratio remains above 1.01 for two days, the portfolio fully allocates to stocks. Conversely, a ratio of 1.01 or below shifts it to T-bills. The fund also incorporates a breadth overlay that can trigger an early re-entry into equities. If more than 15% of the index constituents trade above their own 200-day averages, even while the system is allocated to T-bills. Additionally, a 5% stop-loss triggers a rebalance back into treasuries if the market declines sharply following an equity allocation. WIMA may use futures, ETFs, money market instruments, and cash equivalents to obtain or hedge exposure. Because the strategy adjusts allocations actively and frequently, a high portfolio turnover is expected.
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Stock Data
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Fair Value
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Financial Ratios
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Dividend Analysis
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Earnings Analysis
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Reported vs. expected earnings history for WisdomTree International Adaptive Moving Average Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
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Income statement, balance sheet and cash flow history for WisdomTree International Adaptive Moving Average Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
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Institutional Ownership
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Insider Trading
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Senate Trading
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U.S. Senate disclosures naming WisdomTree International Adaptive Moving Average Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
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News
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