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

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$27.58
Last Close (24-hour delay)
Profit since last BUY4.91%
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Consider higher Upturn Star rating
BUY since 64 days
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Upturn Advisory Summary

08/14/2025: QMID (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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WisdomTree U.S. MidCap Quality Growth Fund

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

WisdomTree is a well-known ETF provider with a strong reputation for innovative, rules-based investment strategies.

reliability logo Management Expertise

WisdomTree has an experienced team of investment professionals specializing in ETF management and quantitative strategies.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.