WisdomTree US Buy Hold or Sell Recommendation

DTN -- USA Etf  

USD 89.31  0.82  0.91%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding WisdomTree US Dividend ex Financials ETF is 'Hold'. Macroaxis provides WisdomTree US buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DTN positions. The advice algorithm takes into account all of WisdomTree US Dividend available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from DTN buy-and-hold prospective. Additionally see WisdomTree US Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell WisdomTree USBuy WisdomTree US
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable
For the selected time horizon WisdomTree US Dividend ex Financials ETF has a risk adjusted performance of 0.084, jensen alpha of 0.0738, total risk alpha of 0.0752, sortino ratio of 0.1454 and treynor ratio of 1.63
Macroaxis provides buy or sell recommendation on WisdomTree US to complement and cross-verify current analyst consensus on WisdomTree US Dividend. Our buy or sell advice engine determines the etf potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Please utilize WisdomTree US Dividend ex Financials ETF Price to Book and Three Year Return to make buy, hold, or sell decision on WisdomTree US Dividend.

WisdomTree US Thematic Classifications

Macroaxis Index IdeaMacroaxis Index
Macroaxis power theme of selected equities with solid fundamentals

Returns Distribution Density

Mean Return0.08Value At Risk0.65
Potential Upside0.71Standard Deviation0.46
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Commonwealth Equity Services LlcFund Units86.5 K7.5 M

WisdomTree US Greeks

α
Alpha over DOW
=0.07
β
Beta against DOW=0.05
σ
Overall volatility
=0.46
Ir
Information ratio =0.16

WisdomTree US Volatility Alert

WisdomTree US Dividend ex Financials ETF exhibits very low volatility with skewness of -0.38 and kurtosis of -0.25. However, we advise investors to further study WisdomTree US Dividend ex Financials ETF technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare WisdomTree US to competition

WisdomTree US Fundamental Vs Peers

FundamentalsWisdomTree USPeer Average
Price to Earning17.63 times8.24 times
Price to Book2.28 times0.97 times
Price to Sales1.15 times0.72 times
One Year Return8.76 % (1.25) %
Three Year Return7.83 % 2.26 %
Five Year Return10.02 % 0.20 %
Ten Year Return9.14 % 0.29 %
Net Asset853.48 M888.73 M
Equity Positions Weight100.00 % 49.22 %

WisdomTree US Alerts

Trading Alerts and Improvement Suggestions
The fund retains all of its assets under management (AUM) in equities
Additionally see WisdomTree US Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.