Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
WisdomTree Trust - WisdomTree U.S. Quality Growth Fund (QGRW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/29/2025: 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 57.2% | Avg. Invested days 80 | 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 08/29/2025 |
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 investment results of high-quality, growth-oriented companies in the U.S. equity market. It focuses on companies with strong profitability and growth characteristics.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in quantitative and fundamental analysis.
Investment Objective
Goal
To track the investment results of high-quality, growth-oriented companies in the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF tracks an index of U.S. companies selected based on quality and growth factors.
Composition Primarily holds U.S. large-cap and mid-cap stocks with strong profitability and growth metrics.
Market Position
Market Share: Data unavailable to calculate market share.
Total Net Assets (AUM): 236700000
Competitors
Key Competitors
- IVW
- VUG
- IWF
- QQQ
Competitive Landscape
The growth ETF market is competitive, with several large players. QGRW differentiates itself through its specific quality and growth factor weighting. Advantages: Focus on quality. Disadvantages: Smaller AUM compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data requires real-time market data and cannot be provided.
Benchmark Comparison: Benchmark comparison requires real-time market data and cannot be provided.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
The average trading volume of the ETF indicates reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends in technology and consumer discretionary influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on the performance of its underlying holdings and overall market conditions. Holdings are rebalanced regularly.
Moat and Competitive Advantages
Competitive Edge
QGRW's distinct focus on quality and growth factors provides a unique investment approach within the growth ETF landscape. This targeted strategy aims to identify companies with sustainable earnings and strong financial health. Its rules-based methodology offers transparency. However, past performance does not guarantee future success.
Risk Analysis
Volatility
The ETF's volatility is typical of growth-oriented investments, which can be higher than the overall market.
Market Risk
The ETF is subject to market risk, particularly from fluctuations in the technology and consumer discretionary sectors.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to high-quality, growth-oriented companies in the U.S. market may find QGRW suitable.
Market Risk
Suitable for long-term investors seeking capital appreciation.
Summary
The WisdomTree U.S. Quality Growth Fund (QGRW) provides exposure to U.S. companies with strong quality and growth characteristics. Its factor-based approach differentiates it from broader growth ETFs. The fund's performance is influenced by the performance of its underlying holdings and overall market sentiment. While it offers a targeted investment strategy, its smaller AUM and higher volatility should be considered. QGRW could be appropriate for investors seeking long-term capital appreciation and diversification within the U.S. equity market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and not investment advice. Market data can change rapidly. Past performance does not guarantee future results. Consult with a financial advisor before making investment decisions.
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.