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WisdomTree U.S. MidCap Quality Growth Fund (QMID)



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Upturn Advisory Summary
08/14/2025: QMID (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -2.04% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.31 - 29.52 | Updated Date 06/30/2025 |
52 Weeks Range 22.31 - 29.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree U.S. MidCap Quality Growth Fund
ETF Overview
Overview
The WisdomTree U.S. MidCap Quality Growth Fund (OMG) seeks to track the investment results of dividend-paying mid-capitalization companies with growth characteristics in the U.S. equity market. It focuses on quality growth by selecting companies with high profitability and earnings growth.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a strong reputation for innovative, rules-based investment strategies.
Management Expertise
WisdomTree has an experienced team of investment professionals specializing in ETF management and quantitative strategies.
Investment Objective
Goal
To track the investment results of dividend-paying mid-capitalization companies with growth characteristics in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund uses a rules-based approach to select and weight companies based on quality and growth factors.
Composition The fund primarily holds common stocks of U.S. mid-cap companies.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 62540000
Competitors
Key Competitors
- IWP
- IJH
- XJH
- VON
- EQAL
Competitive Landscape
The mid-cap growth ETF market is competitive, with numerous options available. OMG differentiates itself through its quality and dividend growth focus. Competitors may have broader mandates or different weighting methodologies. This results in OMG having potentially higher expense ratios compared to other competitors.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites, showing total return over various periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: The fund's performance is typically compared to the Russell Midcap Growth Index.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is relatively narrow, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, sector-specific trends (e.g., technology, healthcare), and overall investor sentiment affect OMG.
Growth Trajectory
The growth trajectory depends on the performance of mid-cap companies with growth characteristics in the U.S. market. The fund may adjust its holdings based on the rules-based methodology and market conditions.
Moat and Competitive Advantages
Competitive Edge
OMG's competitive edge lies in its focus on quality growth by selecting companies with high profitability and earnings growth within the mid-cap space. Its rules-based methodology aims to provide consistent exposure to these factors. The fund's smart beta approach seeks to outperform traditional market-cap weighted indices. It allows investors to gain exposure to companies that show strong financial health and growth potential.
Risk Analysis
Volatility
The fund experiences volatility similar to the broader mid-cap market, which can be higher than large-cap stocks.
Market Risk
Market risk is a primary concern, as fluctuations in the overall market can impact the fund's performance. Specific sector risks are also relevant depending on the fund's sector allocations.
Investor Profile
Ideal Investor Profile
OMG is suitable for investors seeking growth potential within the mid-cap segment with a focus on quality, and who are comfortable with moderate risk.
Market Risk
OMG is best suited for long-term investors looking for growth exposure, who can tolerate market fluctuations. It is less suitable for active traders due to the relatively low volatility.
Summary
WisdomTree U.S. MidCap Quality Growth Fund (OMG) offers targeted exposure to dividend-paying mid-cap companies with growth characteristics, utilizing a rules-based approach focused on quality. It seeks to outperform traditional market-cap weighted indices by emphasizing factors like profitability and earnings growth. The fund is suitable for long-term investors seeking growth within the mid-cap segment while tolerating moderate risk. Its expense ratio and liquidity should be considered as part of a comprehensive investment decision. However, its market share is currently small.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- SEC filings
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of 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 U.S. MidCap Quality Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index, each of which is a security issued by a mid-cap company, identified in accordance with the index provider"s market-capitalization selection parameters, that is incorporated and headquartered in the United States.

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.