WisdomTree US Multifactor Fund (USMF)
50.14
-0.34
(-0.67%)
USD |
BATS |
May 23, 16:00
Key Stats
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| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.28% | 0.12% | 383.11M | 23517.10 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.56% | 115.0% | 41.72M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the price and yield performance of the WisdomTree US Multifactor Index. The Index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | WisdomTree |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of May 24, 2025.
Asset Allocation
As of April 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.03% |
| Stock | 99.94% |
| Bond | 0.03% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Basic Info
| Investment Strategy | |
| The Fund seeks to track the price and yield performance of the WisdomTree US Multifactor Index. The Index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US |
| Peer Group | Multi-Cap Core Funds |
| Global Macro | Equity North America |
| US Macro | Multi-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth & Income Funds |
| Fund Owner Firm Name | WisdomTree |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |