WTV:NYE-WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund (USD)

ETF | Others |

Last Closing

USD 80

Change

+0.12 (+0.15)%

Market Cap

USD 0.36B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

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ETFs Containing WTV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.74% 79% B- 74% C
Dividend Return 1.39% 29% F 27% F
Total Return 18.12% 80% B- 71% C-
Trailing 12 Months  
Capital Gain 30.74% 82% B 75% C
Dividend Return 2.15% 34% F 30% F
Total Return 32.89% 82% B 73% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 7.75% N/A N/A 63% D
Dividend Return 8.80% N/A N/A 59% D-
Total Return 1.06% N/A N/A 24% F
Risk Return Profile  
Volatility (Standard Deviation) 10.79% N/A N/A 76% C+
Risk Adjusted Return 81.59% N/A N/A 91% A-
Market Capitalization 0.36B 79% B- 42% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike