Price Chart

Key Stats

Customize
Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% -0.01% 3.967B 475063.8
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (All)
2.14% 41.00% 803.99M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree US Quality Div Grw TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Karen Wong 7.20 yrs
Richard Brown 7.20 yrs
Thomas Durante 7.20 yrs

One Page Report

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 6
803.99M
-21.85B Category Low
13.90B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of July 31, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 13, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2013
2014
2015
2016
2017
2018
2019
YTD
--
13.74%
-0.26%
12.10%
26.93%
-5.36%
29.55%
3.31%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
5.67%
--
--
--
--
--
--
--
--
--
--
--
--
15.77%
-4.97%
24.88%
6.30%
--
--
--
--
21.07%
-4.22%
31.71%
8.19%
--
--
--
--
--
--
33.37%
9.79%
As of August 13, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-13-20) 2.14%
30-Day SEC Yield (4-29-16) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.50
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 11, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 11, 2020

Asset Allocation

As of August 11, 2020.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.0% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Apple Inc 6.63% 460.04 1.77%
Microsoft Corp 5.49% 208.70 -0.23%
Verizon Communications Inc 5.31% 58.52 -0.14%
Procter & Gamble Co 4.32% 135.78 0.24%
Merck & Co Inc 3.09% 83.54 1.04%
Altria Group Inc 2.99% 42.57 -0.91%
PepsiCo Inc 2.86% 138.10 0.22%
UnitedHealth Group Inc 2.46% 321.52 -0.23%
Bristol-Myers Squibb Company 2.28% 63.24 -0.63%
Comcast Corp Class A 2.06% 43.39 0.12%

Basic Info

Investment Strategy
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Prospectus Objective Growth and Income
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree US Quality Div Grw TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Karen Wong 7.20 yrs
Richard Brown 7.20 yrs
Thomas Durante 7.20 yrs

One Page Report

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-13-20) 2.14%
30-Day SEC Yield (4-29-16) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.50
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of August 11, 2020

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of August 11, 2020

Fund Details

Key Dates
Inception Date 5/22/2013
Last Annual Report Date 3/31/2020
Last Prospectus Date 8/1/2020
Attributes
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No