Wisdomtree Us Quality Etf Performance

DGRW Etf  USD 76.19  0.10  0.13%   
The entity maintains a market beta of -0.0904, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree are expected to decrease at a much lower rate. During the bear market, WisdomTree is likely to outperform the market.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree US Quality are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, WisdomTree may actually be approaching a critical reversion point that can send shares even higher in April 2024. ...more
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In Threey Sharp Ratio0.72
  

WisdomTree Relative Risk vs. Return Landscape

If you would invest  7,004  in WisdomTree US Quality on December 29, 2023 and sell it today you would earn a total of  615.00  from holding WisdomTree US Quality or generate 8.78% return on investment over 90 days. WisdomTree US Quality is currently generating 0.1375% in daily expected returns and assumes 0.5805% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than WisdomTree, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days WisdomTree is expected to generate 1.02 times more return on investment than the market. However, the company is 1.02 times more volatile than its market benchmark. It trades about 0.24 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.24 per unit of risk.

WisdomTree Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree US Quality, and traders can use it to determine the average amount a WisdomTree's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2369

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Estimated Market Risk

 0.58
  actual daily
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95% of assets are more volatile

Expected Return

 0.14
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98% of assets have higher returns

Risk-Adjusted Return

 0.24
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18
82% of assets perform better
Based on monthly moving average WisdomTree is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree by adding it to a well-diversified portfolio.

WisdomTree Fundamentals Growth

WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree, and WisdomTree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.

About WisdomTree Performance

To evaluate WisdomTree US Quality Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when WisdomTree generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WisdomTree Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand WisdomTree US Quality market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WisdomTree's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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. Wisdomtree is traded on NASDAQ Exchange in the United States.
Latest headline from news.google.com: DGRW ETF High-Quality Complement To SCHD - Seeking Alpha
The fund retains all of its assets under management (AUM) in equities
When determining whether WisdomTree US Quality 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree US Quality. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree guide.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

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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 Quality 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.