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Upturn AI Summary
WisdomTree Trust - WisdomTree U.S. Quality Growth Fund(QGRW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QGRW
11/13/2026: QGRW (3-star) is currently NOT-A-BUY. Pass it for now.
QGRW provides active exposure to high-quality U.S. large-cap growth companies, distinguishing itself through a fundamental screening process that prioritizes profitability and cash flow. Its primary strength lies in its ability to filter out lower-quality stocks often found in broad, market-cap-weighted growth indices. It serves well as a core or satellite growth holding for investors seeking to capture equity upside while maintaining a focus on corporate quality. Key risks include higher volatility and valuation sensitivity to interest rates compared to more defensive assets. It is best suited for investors with a long-term time horizon who are comfortable with the inherent cyclicality of the growth sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund is specifically designed to capture the performance of companies with robust growth prospects. |
| Momentum investor | Strong fit while signal remains positive | Growth and quality factors often align with momentum trends during strong market cycles. |
| Value investor | Mixed fit | While it prioritizes quality, the valuation of high-growth companies can often be expensive. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over dividend yield. |
| Low-risk investor | Weak fit | The focus on growth stocks inherently involves higher volatility than defensive or low-beta strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth-oriented individual who values a systematic, active approach to quality over passive indexing.
Suitability
Best for long-term investors seeking capital appreciation through high-quality companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks typically experience wider price swings than the broader market. |
| Market risk | High | The fund is fully exposed to equity market fluctuations. |
| Concentration | Medium / high | The quality focus can lead to overweighting in specific sectors like Technology. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index perfectly, which can lead to performance drift. |
| Liquidity | Low | The underlying large-cap stocks are generally highly liquid. |
| Business/sector quality | Low | The fund specifically screens for high-quality businesses to mitigate operational risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
QGRW exhibits moderate to high volatility typical of growth-oriented equity funds.
Market Risk
The fund is subject to systematic equity risk and is highly sensitive to shifts in interest rates and growth expectations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Growth Equities | 98 | This provides core exposure to profitable, high-growth U.S. companies likely to drive long-term returns. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is held for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 49.19% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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