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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.28% 0.05% 353.89M 181994.6
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.10% 1.00% 313.00M 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 Growth Index. The index is a market-capitalization weighted index that is comprised of 100 U.S. large-capitalization and mid-capitalization companies with the highest composite scores based on two fundamental factors: growth and quality, which are equally weighted. To the extent the index concentrates (i.e., holds 25% or more of its total assets) in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. Quality Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 1.30 yrs
Marlene Walker-Smith 1.30 yrs
Michael Stoll 1.30 yrs
Todd Frysinger 1.30 yrs
Vlasta Sheremeta 1.30 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of April 24, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
56.05%
7.85%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.78%
25.79%
-6.85%
30.21%
44.11%
11.86%
-31.95%
39.14%
9.65%
--
--
--
--
--
--
33.69%
7.42%
29.28%
-3.17%
37.15%
44.89%
22.11%
-32.12%
45.74%
4.76%
26.04%
-5.30%
35.87%
37.28%
17.75%
-24.59%
33.31%
0.85%
As of April 24, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade 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 Growth Index. The index is a market-capitalization weighted index that is comprised of 100 U.S. large-capitalization and mid-capitalization companies with the highest composite scores based on two fundamental factors: growth and quality, which are equally weighted. To the extent the index concentrates (i.e., holds 25% or more of its total assets) in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
Fund Owner Firm Name WisdomTree
Prospectus Benchmark Index
WisdomTree U.S. Quality Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
David France 1.30 yrs
Marlene Walker-Smith 1.30 yrs
Michael Stoll 1.30 yrs
Todd Frysinger 1.30 yrs
Vlasta Sheremeta 1.30 yrs

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