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Wisdomtree Global Real Return

WisdomTree Global Real Return Fund is not a public company but an exchange-traded fund (ETF) listed on the US stock exchange. It aims to provide a high total return by investing in global fixed income, equity, and commodity markets. Here's some general information about the fund:

* Fund Manager: WisdomTree Asset Management, Inc.

* Inception Date: August 1, 2012

* Expense Ratio: 0.19%

* AUM: $3.31 billion

* Yield: 3.84%

The fund's investment strategy focuses on investing in diverse assets, including government bonds, currencies, commodities, and equities. It seeks to generate returns in line with the rate of inflation or higher, with a lower volatility profile than traditional stock and bond investments. The fund utilizes a dynamic asset allocation approach, tactically adjusting its exposure to various asset classes based on market conditions.

In terms of financial performance, WisdomTree Global Real Return Fund has delivered mixed results recently. In the last year, the fund has returned about 8.5%, slightly below the benchmark index's 9.5% return. However, its three-year annualized returns have been impressive at 11.1%, surpassing 94% of peers in the Global Allocation category.

The fund's holdings are diversified across various sectors, with the top holdings including U.S. Treasury Bond 2.25%, U.S. Treasury note 2.5%, SPDR Gold Shares, iShares MSCI ACWI ETF, and the Eurocurrency.

In summary, WisdomTree Global Real Return Fund provides a diversified investment approach seeking returns in various global markets while controlling volatility. Its recent performance has been mixed, though with a strong three-year track record. Investors seeking a global real return strategy may find it a compelling option, but it's essential to conduct thorough research, assess risk tolerance and consider one's investment goals before investing in any fund.