ducovest

WTMF:NYE-WisdomTree Managed Futures Strategy (USD)

ETF | Managed Futures |

Last Closing

USD 34.6

Change

-0.18 (-0.52)%

Market Cap

USD 0.21B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in managed futures. It is an actively managed exchange traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns. It is non-diversified.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-04 )

Largest Industry Peers for Managed Futures

Symbol Name Price(Change) Market Cap
DBMF iMGP DBi Managed Futures Strat..

-0.10 (-0.37%)

 USD 1.00B
FMF First Trust Managed Futures St..

-0.15 (-0.32%)

 USD 0.24B

ETFs Containing WTMF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Managed Futures) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.34% 33% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.34% 33% F 34% F
Trailing 12 Months  
Capital Gain 1.97% 100% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.97% 100% F 31% F
Trailing 5 Years  
Capital Gain -7.61% 33% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.61% 33% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain 0.46% 33% F 36% F
Dividend Return 6.10% 67% D+ 50% F
Total Return 5.64% 100% F 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 7.79% 67% D+ 83% B
Risk Adjusted Return 78.25% 100% F 89% A-
Market Capitalization 0.21B 33% F 37% 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.