Wisdomtree Trust Etf Profile

WTV Etf  USD 80.76  0.08  0.1%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
WisdomTree Trust is selling for under 80.76 as of the 11th of October 2024; that is 0.1 percent decrease since the beginning of the trading day. The etf's lowest day price was 80.51. WisdomTree Trust has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for WisdomTree Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 11th of September 2024 and ending today, the 11th of October 2024. Click here to learn more.
The fund, an exchange traded fund, is actively managed using a model-based approach. Wisdomtree is traded on NYSEARCA Exchange in the United States. More on WisdomTree Trust

Moving together with WisdomTree Etf

  0.96VTV Vanguard Value IndexPairCorr
  0.98VYM Vanguard High DividendPairCorr
  0.96IWD iShares Russell 1000PairCorr
  0.95DGRO iShares Core DividendPairCorr
  0.94IVE iShares SP 500PairCorr
  0.89DVY iShares Select DividendPairCorr

Moving against WisdomTree Etf

  0.76HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr
  0.69FNGD MicroSectors FANG IndexPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Strategy ETFs, Large Value, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2007-02-23
Entity TypeRegulated Investment Company
Asset Under Management369.78 Million
Asset TypeEquity
CategoryStrategy
FocusSize and Style
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-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents168
Market MakerSusquehanna
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D19.33
NameWisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund
Currency CodeUSD
Open FigiBBG000R1SHP2
In Threey Volatility19.3
1y Volatility15.38
200 Day M A73.3653
50 Day M A76.9672
CodeWTV
Updated At11th of October 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.52
WisdomTree Trust [WTV] is traded in USA and was established 2007-02-23. The fund is classified under Large Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree Trust at this time have 100.49 M in net assets. , while the total return for the last 3 years was 12.1%.
Check WisdomTree Trust Probability Of Bankruptcy

Geographic Allocation (%)

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 Trust 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 Trust Etf Constituents

ALLThe AllstateStockFinancials
CACCCredit AcceptanceStockFinancials
DVADaVita HealthCare PartnersStockHealth Care
EBAYeBay IncStockConsumer Discretionary
GSGoldman Sachs GroupStockFinancials
JNPRJuniper NetworksStockInformation Technology
LUMNLumen TechnologiesStockCommunication Services
ORCLOracleStockInformation Technology
More Details

WisdomTree Trust Risk Profiles

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 Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Trust Against Markets

When determining whether WisdomTree Trust is a strong investment it is important to analyze WisdomTree Trust'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 Trust's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
The market value of WisdomTree Trust 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Trust'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 Trust's market value can be influenced by many factors that don't directly affect WisdomTree Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust'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.