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

ETF | Others |

Last Closing

USD 80.27

Change

+0.18 (+0.22)%

Market Cap

USD 0.40B

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: 2024-11-04 )

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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 17.13% 79% B- 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.13% 80% B- 75% C
Trailing 12 Months  
Capital Gain 30.35% 83% B 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.35% 83% B 76% 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 8.60% 85% B 64% D
Dividend Return 9.63% 86% B+ 61% D-
Total Return 1.03% 45% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 11.57% 39% F 74% C
Risk Adjusted Return 83.28% 89% A- 91% A-
Market Capitalization 0.40B 81% B- 45% 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.

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:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.