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WisdomTree Trust - WisdomTree U.S. Quality Growth Fund (QGRW)
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Upturn Advisory Summary
11/05/2025: QGRW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 70.97% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 (QGRW) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Growth Index. The fund invests primarily in large-cap U.S. equity securities and focuses on companies with high growth and quality characteristics.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its factor-based and fundamentally weighted ETFs. They have a solid track record and are considered a reliable issuer.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in quantitative analysis, portfolio management, and ETF structuring.
Investment Objective
Goal
The primary investment goal of QGRW is to provide investment results that closely correspond to the price and yield performance of the WisdomTree U.S. Quality Growth Index.
Investment Approach and Strategy
Strategy: QGRW aims to track the WisdomTree U.S. Quality Growth Index, which selects companies based on growth and quality factors.
Composition The fund primarily holds U.S. large-cap stocks. The index methodology focuses on factors like return on equity (ROE) and return on assets (ROA), combined with earnings growth expectations.
Market Position
Market Share: QGRW has a moderate market share within the U.S. quality growth ETF segment.
Total Net Assets (AUM): 286788288.85
Competitors
Key Competitors
- VUG
- SCHG
- IWF
Competitive Landscape
The U.S. quality growth ETF industry is highly competitive, with several large and well-established players. QGRW differentiates itself through its specific index methodology, focusing on a blend of quality and growth factors. Its competitors like VUG and SCHG offer broad exposure to growth stocks, while IWF has a focus on large-cap growth stocks.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers to be populated here.
Benchmark Comparison: Benchmark comparison requires performance data retrieved from financial data providers.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
QGRW's liquidity is moderate with an average trading volume to be determined by daily trades.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's relative liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks influence QGRW. Sector trends and overall market volatility also play a crucial role.
Growth Trajectory
QGRW's growth trajectory depends on the performance of its underlying holdings and the continued investor interest in quality growth stocks. Strategic shifts within the underlying index and holdings can influence its future trajectory.
Moat and Competitive Advantages
Competitive Edge
QGRW benefits from WisdomTree's experience in factor-based investing and its well-defined index methodology. The fund focuses on companies with strong financial metrics and growth potential, offering a differentiated approach to growth investing. This blend of quality and growth may appeal to investors seeking a more balanced approach than pure growth strategies. Its proprietary index and weighting methodology give it a competitive edge.
Risk Analysis
Volatility
Historical volatility of QGRW can be assessed using standard deviation of returns over various periods.
Market Risk
QGRW is subject to market risk, including fluctuations in equity prices and sector-specific risks related to its holdings. Concentration in certain sectors can amplify these risks.
Investor Profile
Ideal Investor Profile
The ideal investor for QGRW is someone seeking long-term capital appreciation through exposure to U.S. quality growth stocks. They should be comfortable with moderate levels of market volatility.
Market Risk
QGRW is suitable for long-term investors seeking growth potential with a focus on high-quality companies. It is more appropriate for passive index followers seeking a quality/growth blend.
Summary
The WisdomTree U.S. Quality Growth Fund (QGRW) offers exposure to U.S. large-cap stocks with high growth and quality characteristics. The fund's focus on return on equity and earnings growth distinguishes it within the competitive growth ETF landscape. With a moderate expense ratio and trading volume, it is suitable for long-term investors seeking a blend of quality and growth. While its market share is small compared to larger competitors, QGRW's specific index methodology provides a differentiated approach to growth investing.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are estimates and may vary.
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.