Wisdomtree Us Multifactor Etf Profile

USMF Etf  USD 46.59  0.20  0.43%   

Performance

25 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
WisdomTree is trading at 46.59 as of the 28th of March 2024. This is a 0.43 percent increase since the beginning of the trading day. The etf's lowest day price was 46.15. WisdomTree has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for WisdomTree US Multifactor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree US Multifactor

Moving together with WisdomTree Etf

  0.93VO Vanguard Mid-Cap IndexPairCorr
  0.88VXF Vanguard Extended MarketPairCorr
  0.92IJH IShares Core SPPairCorr
  0.94IWR IShares Russell Mid-CapPairCorr
  0.9MDY SPDR SP MIDCAPPairCorr
  0.96FV First Trust DorseyPairCorr
  0.92IVOO Vanguard SP Mid-CapPairCorr

WisdomTree Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Old NameWisdomTree Issuer ICAV - WisdomTree US Multifactor UCITS ETF
Business ConcentrationBroad Equity ETFs, Strategy ETFs, Mid-Cap Blend, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2017-06-29
BenchmarkWisdomTree U.S. Multifactor Index
Entity TypeRegulated Investment Company
Asset Under Management287.91 Million
Average Trading Valume11,827.2
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeCboe BZX Exchange, Inc.
Number of Constituents201
Market MakerSusquehanna
Total Expense0.28
Management Fee0.28
Country NameUSA
Returns Y T D10.27
NameWisdomTree U.S. Multifactor Fund
Currency CodeUSD
Open FigiBBG00H1P6LD8
In Threey Volatility15.31
1y Volatility12.37
200 Day M A40.6678
50 Day M A44.4004
CodeUSMF
Updated At27th of March 2024
Currency NameUS Dollar
WisdomTree US Multifactor [USMF] is traded in USA and was established 2017-06-29. The fund is listed under Mid-Cap Blend category and is part of WisdomTree family. The entity is thematically classified as Broad Equity ETFs. WisdomTree US Multifactor at this time have 205.78 M in net assets. , while the total return for the last 3 years was 8.5%.
Check WisdomTree Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree US Multifactor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree US Multifactor Etf Constituents

ATVIActivision BlizzardStockCommunication Services
JLLJones Lang LaSalleStockReal Estate
MRKMerck CompanyStockHealth Care
FISVFiserv IncStockInformation Technology
COPConocoPhillipsStockEnergy
TATT IncStockCommunication Services
EQCEquity CommonwealthStockReal Estate
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WisdomTree Target Price Odds Analysis

In reference to a normal probability distribution, the odds of WisdomTree jumping above the current price in 90 days from now is roughly 2.31%. The WisdomTree US Multifactor probability density function shows the probability of WisdomTree etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days WisdomTree has a beta of 0.7571. This usually implies as returns on the market go up, WisdomTree average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree US Multifactor will be expected to be much smaller as well. Additionally, wisdomTree US Multifactor has an alpha of 0.0591, implying that it can generate a 0.0591 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 46.59HorizonTargetOdds Above 46.59
97.64%90 days
 46.59 
2.31%
Based on a normal probability distribution, the odds of WisdomTree to move above the current price in 90 days from now is roughly 2.31 (This WisdomTree US Multifactor probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .

WisdomTree Top Holders

RQEIXResq Dynamic AllocationMutual FundTactical Allocation
RQECXResq Dynamic AllocationMutual FundTactical Allocation
RQEAXResq Dynamic AllocationMutual FundTactical Allocation
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WisdomTree US Multifactor Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree market risk premium is the additional return an investor will receive from holding WisdomTree long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WisdomTree's alpha and beta are two of the key measurements used to evaluate WisdomTree's performance over the market, the standard measures of volatility play an important role as well.

WisdomTree Against Markets

Picking the right benchmark for WisdomTree etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree is critical whether you are bullish or bearish towards WisdomTree US Multifactor at a given time. Please also check how WisdomTree's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in WisdomTree without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy WisdomTree Etf?

Before investing in WisdomTree, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree. To buy WisdomTree etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located WisdomTree US Multifactor etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased WisdomTree US Multifactor etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree US Multifactor, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree guide.

Already Invested in WisdomTree US Multifactor?

The danger of trading WisdomTree US Multifactor is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree US Multifactor is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree US Multifactor is a strong investment it is important to analyze WisdomTree's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in WisdomTree US Multifactor. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in population.
For more detail on how to invest in WisdomTree Etf please use our How to Invest in WisdomTree guide.
You can also try the CEOs Directory module to screen CEOs from public companies around the world.

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When running WisdomTree's price analysis, check to measure WisdomTree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree is operating at the current time. Most of WisdomTree's value examination focuses on studying past and present price action to predict the probability of WisdomTree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree's price. Additionally, you may evaluate how the addition of WisdomTree to your portfolios can decrease your overall portfolio volatility.
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The market value of WisdomTree US Multifactor is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree's market value can be influenced by many factors that don't directly affect WisdomTree's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.