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WisdomTree Trust - WisdomTree U.S. Quality Growth Fund (QGRW)
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Upturn Advisory Summary
01/09/2026: QGRW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 61.46% | Avg. Invested days 92 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 37.29 - 52.33 | Updated Date 06/29/2025 |
52 Weeks Range 37.29 - 52.33 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
ETF Overview
Overview
The WisdomTree U.S. Quality Growth Fund (NASDAQ: QGRW) aims to invest in U.S. companies that exhibit characteristics of quality and growth. It focuses on sectors that have strong potential for future expansion, employing a quantitative strategy to identify these companies.
Reputation and Reliability
WisdomTree Investments is a well-established ETF provider known for its innovative and dividend-weighted ETFs. They have a reputable track record in the financial services industry.
Management Expertise
WisdomTree ETFs are managed by experienced teams with deep expertise in quantitative research, portfolio construction, and risk management. Specific portfolio management details for QGRW are available through WisdomTree's reporting.
Investment Objective
Goal
To provide investors with exposure to U.S. large- and mid-cap companies that demonstrate strong quality and growth characteristics.
Investment Approach and Strategy
Strategy: The fund aims to track the WisdomTree U.S. Quality Growth Index, which uses a proprietary methodology to select companies based on specific quality and growth metrics.
Composition The ETF primarily holds equities of U.S. companies. The selection criteria emphasize factors like return on equity, earnings growth, and dividend payouts as indicators of quality and growth potential.
Market Position
Market Share: Market share data for individual ETFs is dynamic and often proprietary. QGRW operates within the broad U.S. equity ETF market.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- iShares U.S. Growth ETF (IUSG)
- Vanguard Growth ETF (VUG)
- Schwab U.S. Large-Cap Growth ETF (SCHG)
Competitive Landscape
The U.S. growth ETF market is highly competitive, dominated by larger providers like iShares and Vanguard. QGRW's advantage lies in its specific 'quality' overlay to growth, potentially appealing to investors seeking more robust growth companies. A disadvantage might be its smaller AUM and potentially lower trading liquidity compared to the largest players.
Financial Performance
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Benchmark Comparison: The WisdomTree U.S. Quality Growth Fund aims to outperform its benchmark index, the WisdomTree U.S. Quality Growth Index, and typically demonstrates performance closely aligned with it, with minor tracking differences.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average daily trading volume for QGRW indicates moderate liquidity, facilitating most retail investor transactions.
Bid-Ask Spread
The bid-ask spread for QGRW is generally tight, reflecting good liquidity and minimal trading costs for investors.
Market Dynamics
Market Environment Factors
QGRW is sensitive to U.S. economic growth, interest rate policies, and overall market sentiment towards growth stocks. Sector performance within technology, consumer discretionary, and healthcare significantly impacts its trajectory.
Growth Trajectory
The fund's growth trajectory is tied to the performance of its underlying quality growth companies. Its strategy remains consistent, focusing on the proprietary index methodology.
Moat and Competitive Advantages
Competitive Edge
QGRW's distinct advantage is its quantitative methodology that combines both quality and growth factors, potentially leading to a more resilient growth portfolio. This dual focus differentiates it from pure growth or pure quality ETFs, offering a nuanced approach to capturing expanding businesses with solid financial foundations.
Risk Analysis
Volatility
QGRW exhibits moderate historical volatility, typical of growth-oriented equity ETFs, with potential for higher swings during market downturns.
Market Risk
The ETF is subject to equity market risk, specifically the risk that U.S. companies underperform. Concentration in growth sectors like technology can amplify this risk.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. companies with strong growth potential and a focus on quality financial metrics. This includes those comfortable with equity market fluctuations and looking for long-term capital appreciation.
Market Risk
QGRW is best suited for long-term investors who believe in the prospects of quality growth companies and are looking for a diversified exposure to this segment of the U.S. equity market.
Summary
WisdomTree U.S. Quality Growth Fund (QGRW) offers a compelling approach to U.S. equity investing by identifying companies with both robust growth prospects and strong financial quality. Its quantitative methodology aims to provide a more resilient growth exposure. While operating in a competitive landscape, its unique strategy offers a potential edge for long-term investors seeking capital appreciation.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree Investments Official Website
- Financial Data Aggregators (e.g., Morningstar, Yahoo Finance)
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share and AUM data are estimates and can fluctuate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a market-capitalization weighted index that is comprised of 100 U.S. large-capitalization and mid-capitalization companies with the highest composite scores based on two fundamental factors: growth and quality, which are equally weighted. To the extent the index concentrates (i.e., holds 25% or more of its total assets) in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.