Wisdomtree Stock Performance

WT Stock   9.91  0.02  0.20%   
On a scale of 0 to 100, WisdomTree holds a performance score of 16. The firm maintains a market beta of 0.14, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree is expected to be smaller as well. Please check WisdomTree's value at risk, kurtosis, price action indicator, as well as the relationship between the semi variance and rate of daily change , to make a quick decision on whether WisdomTree's historical returns will revert.

Risk-Adjusted Performance

16 of 100

 
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively abnormal basic indicators, WisdomTree unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more

Actual Historical Performance (%)

One Day Return
0.2
Five Day Return
0.51
Year To Date Return
46.38
Ten Year Return
(3.88)
All Time Return
230.33
Forward Dividend Yield
0.0121
Payout Ratio
0.2857
Forward Dividend Rate
0.12
Dividend Date
2024-05-22
Ex Dividend Date
2024-05-07
1
WisdomTree International LargeCap Dividend Fund declares quarterly distribution of 0.31
03/26/2024
2
Is WisdomTree U.S. Total Dividend ETF a Strong ETF Right Now - Yahoo Finance
04/16/2024
3
Net Asset Value
04/29/2024
4
Kades Cheifetz LLC Top Holdings and 13F Report
05/07/2024
5
Il business delle Cripto di WisdomTree prende vita a New York contro i desideri dei grandi azionisti
05/09/2024
6
National Geographic Documentary Films, Along With Oscar- and Emmy-Winning Producers Little Monster Films and Lightbox, in Association With Seal Colombia Announc...
05/10/2024
7
Empirical Asset Management, LLC Top Holdings and 13F Report
05/13/2024
8
Why WisdomTree, Inc. Might be Well Poised for a Surge
05/15/2024
 
WisdomTree dividend paid on 22nd of May 2024
05/22/2024
10
Should You Retain Globe Life Stock in Your Portfolio
05/23/2024
Begin Period Cash Flow132.1 M
  

WisdomTree Relative Risk vs. Return Landscape

If you would invest  803.00  in WisdomTree on February 29, 2024 and sell it today you would earn a total of  188.00  from holding WisdomTree or generate 23.41% return on investment over 90 days. WisdomTree is generating 0.3538% of daily returns and assumes 1.6956% volatility on return distribution over the 90 days horizon. Put differently, 15% of stocks are less risky than WisdomTree on the basis of their historical return distribution, and some 93% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Expected Return   
       Risk  
Allowing for the 90-day total investment horizon WisdomTree is expected to generate 2.81 times more return on investment than the market. However, the company is 2.81 times more volatile than its market benchmark. It trades about 0.21 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.06 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 stocks, such as WisdomTree, 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 = 0.2087

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Estimated Market Risk

 1.7
  actual daily
15
85% of assets are more volatile

Expected Return

 0.35
  actual daily
6
94% of assets have higher returns

Risk-Adjusted Return

 0.21
  actual daily
16
84% of assets perform better
Based on monthly moving average WisdomTree is performing at about 16% 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 Stock 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 Stock performance.

About WisdomTree Performance

To evaluate WisdomTree Stock 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 Stock'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 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.
Last ReportedProjected for Next Year
Days Of Inventory On Hand(200.03)(190.03)
Return On Tangible Assets 0.41  0.43 
Return On Capital Employed 0.18  0.19 
Return On Assets 0.11  0.11 
Return On Equity 0.19  0.20 

Things to note about WisdomTree performance evaluation

Checking the ongoing alerts about WisdomTree for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for WisdomTree help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 87.0% of the company outstanding shares are owned by institutional investors
On 22nd of May 2024 WisdomTree paid 0.03 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: Should You Retain Globe Life Stock in Your Portfolio
Evaluating WisdomTree's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate WisdomTree's stock performance include:
  • Analyzing WisdomTree's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether WisdomTree's stock is overvalued or undervalued compared to its peers.
  • Examining WisdomTree's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating WisdomTree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of WisdomTree's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of WisdomTree's stock. These opinions can provide insight into WisdomTree's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating WisdomTree's stock performance is not an exact science, and many factors can impact WisdomTree's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether WisdomTree is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if WisdomTree Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Wisdomtree Stock. Highlighted below are key reports to facilitate an investment decision about Wisdomtree Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
For more information on how to buy WisdomTree Stock please use our How to Invest in WisdomTree guide.
You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.

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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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Is WisdomTree's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of WisdomTree. If investors know WisdomTree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about WisdomTree listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.327
Dividend Share
0.12
Earnings Share
0.67
Revenue Per Share
2.503
Quarterly Revenue Growth
0.18
The market value of WisdomTree 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.