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WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund (WTV)
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Upturn Advisory Summary
11/13/2025: WTV (1-star) is currently NOT-A-BUY. Pass it for now.
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 28.99% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 69.51 - 88.61 | Updated Date 06/29/2025 |
52 Weeks Range 69.51 - 88.61 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund
ETF Overview
Overview
The WisdomTree U.S. Quality Shareholder Yield Fund (QSY) seeks to track the investment results of high-quality, dividend-paying U.S. companies with strong shareholder yield characteristics. It focuses on companies that exhibit both quality fundamentals and a commitment to returning capital to shareholders through dividends and share buybacks. The fund primarily invests in U.S. equity markets, employing a fundamentally weighted strategy.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a reputation for innovative and rules-based investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in quantitative analysis and ETF management.
Investment Objective
Goal
The fund's goal is to provide investment results that closely correspond to the price and yield performance of the WisdomTree U.S. Shareholder Yield Index.
Investment Approach and Strategy
Strategy: The fund aims to track the WisdomTree U.S. Shareholder Yield Index.
Composition The fund primarily holds U.S. large-cap and mid-cap stocks selected based on quality and shareholder yield factors.
Market Position
Market Share: QSY's market share is moderate within the universe of dividend and shareholder yield ETFs.
Total Net Assets (AUM): 1369000000
Competitors
Key Competitors
- SCHD
- VYM
- SPHD
Competitive Landscape
The dividend ETF market is highly competitive. QSY differentiates itself through its focus on both quality and shareholder yield, potentially leading to more sustainable dividend payouts. Its expense ratio is somewhat higher than some competitors. SCHD and VYM have much higher AUM reflecting broader investor appeal. SPHD focuses on high dividend yield, regardless of quality metrics.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Investors should review past performance data across various timeframes.
Benchmark Comparison: The fund's performance is compared to the WisdomTree U.S. Shareholder Yield Index to assess tracking accuracy.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
QSY's average trading volume is moderate, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread varies but is generally reasonable for an ETF of its size.
Market Dynamics
Market Environment Factors
Economic growth, interest rate levels, and investor sentiment towards dividend-paying stocks can influence QSY's performance.
Growth Trajectory
QSY's growth depends on its ability to attract investors seeking quality dividend stocks and the performance of its underlying index. The fund has remained consistent with its investment strategy since inception.
Moat and Competitive Advantages
Competitive Edge
QSY's competitive edge lies in its unique approach to identifying quality companies with strong shareholder yield. By combining these factors, the fund aims to select companies that are not only financially sound but also committed to returning capital to shareholders. This dual focus differentiates it from many other dividend ETFs. WisdomTree's index construction methodology also contributes to its differentiated approach.
Risk Analysis
Volatility
QSY's volatility is generally moderate, reflecting the characteristics of the large-cap and mid-cap stocks it holds.
Market Risk
The fund is subject to market risk, meaning that its value can fluctuate based on overall market conditions and the performance of its underlying holdings. Sector concentration can also introduce additional risk.
Investor Profile
Ideal Investor Profile
QSY is suited for investors seeking income and long-term capital appreciation from a portfolio of high-quality, dividend-paying stocks.
Market Risk
QSY is suitable for long-term investors who prioritize income and capital preservation.
Summary
WisdomTree U.S. Quality Shareholder Yield Fund (QSY) offers a strategy focused on high-quality, dividend-paying U.S. companies with a commitment to shareholder yield. QSY's moderate volatility suits investors seeking stable income and capital appreciation. The fund's performance is dependent on economic conditions, interest rates, and investor sentiment towards dividend stocks. Competitors like SCHD and VYM have larger AUMs, but QSY differentiates itself through the quality and shareholder yield focus. Investors should consider QSY's expense ratio and moderate trading volume when assessing its suitability.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 Shareholder Yield Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund 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.