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

ETF | Others |

Last Closing

USD 80.0368

Change

+0.09 (+0.11)%

Market Cap

USD 0.36B

Volume

7.20K

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: 2024-10-03 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

-0.01 (-0.05%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

-0.28 (-0.47%)

USD 35.71B
DFAC Dimensional U.S. Core Equity 2..

-0.07 (-0.21%)

USD 31.07B
DTB DTE Energy Company 2020 Series

-0.13 (-0.61%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

-0.01 (-0.02%)

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

+0.01 (+0.01%)

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

+0.66 (+1.38%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

-0.13 (-0.14%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

-0.16 (-0.39%)

USD 11.30B

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 16.79% 79% B- 75% C
Dividend Return 1.39% 33% F 28% F
Total Return 18.18% 79% B- 72% C
Trailing 12 Months  
Capital Gain 32.78% 84% B 76% C+
Dividend Return 2.18% 39% F 31% F
Total Return 34.96% 84% B 75% 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- 43% 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