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Upturn AI SWOT - About
WisdomTree U.S. SmallCap Quality Growth Fund (QSML)
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Upturn Advisory Summary
08/14/2025: QSML (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 -9.81% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.27 - 29.89 | Updated Date 06/30/2025 |
52 Weeks Range 21.27 - 29.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree U.S. SmallCap Quality Growth Fund
ETF Overview
Overview
The WisdomTree U.S. SmallCap Quality Growth Fund (Nasdaq: SQR) seeks to track the investment results of high-quality, growth-oriented small-cap 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 fundamentally weighted index strategies.
Management Expertise
WisdomTree has a dedicated investment team with experience in developing and managing factor-based ETFs.
Investment Objective
Goal
To track the investment results of high-quality, growth-oriented small-cap companies in the U.S.
Investment Approach and Strategy
Strategy: The fund seeks to track the WisdomTree U.S. SmallCap Quality Growth Index.
Composition The ETF primarily holds small-cap U.S. stocks selected based on quality and growth factors.
Market Position
Market Share: SQR's market share in the small-cap quality growth ETF segment is moderate.
Total Net Assets (AUM): 60600000
Competitors
Key Competitors
- IWO
- VBR
- VB
- XSMO
- QSCV
Competitive Landscape
The small-cap ETF market is highly competitive. SQR differentiates itself through its focus on quality and growth factors within the small-cap universe. Competitors include broad small-cap ETFs and other factor-based funds. SQRu2019s advantage lies in its specific methodology of weighting companies based on quality and growth metrics. A disadvantage is its higher expense ratio compared to some broader small-cap ETFs.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception and can be found on financial websites.
Benchmark Comparison: The ETF's performance can be compared to the Russell 2000 Growth Index or similar benchmarks.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
SQR's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread can fluctuate but generally indicates reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards small-cap stocks influence SQR's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of its underlying holdings and investor demand for small-cap exposure.
Moat and Competitive Advantages
Competitive Edge
SQR's competitive edge lies in its unique weighting methodology that focuses on both quality and growth, potentially leading to superior risk-adjusted returns. This focus distinguishes it from purely growth-focused or value-focused small-cap ETFs. The fundu2019s quality screen helps to filter out financially weaker companies, contributing to a more stable portfolio. WisdomTree's expertise in factor-based investing further enhances its competitive advantage. The specialized approach can result in outperformance during specific market cycles favoring quality and growth.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, making SQR potentially more volatile.
Market Risk
SQR is subject to the risk of market downturns affecting small-cap stocks. Specific sector risks depend on the composition of the index.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking long-term capital appreciation through exposure to high-quality, growth-oriented small-cap companies.
Market Risk
SQR is suitable for long-term investors with a moderate to high risk tolerance seeking exposure to small-cap growth stocks.
Summary
The WisdomTree U.S. SmallCap Quality Growth Fund (SQR) offers investors a targeted approach to small-cap investing by focusing on companies with strong quality and growth characteristics. Its unique weighting methodology aims to improve risk-adjusted returns compared to broader small-cap indices. While small-cap stocks inherently carry higher volatility, SQR's quality screen helps mitigate some of that risk. Investors should consider their risk tolerance and investment horizon when evaluating this ETF. SQR is suitable for those seeking long-term growth potential in the small-cap space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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. SmallCap 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 the index, each of which is a security issued by a small-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.