WisdomTree Financial Statements From 2010 to 2026
| USIN Etf | 50.69 0.03 0.06% |
Check WisdomTree financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among WisdomTree's main balance sheet or income statement drivers, such as , as well as many indicators such as . WisdomTree financial statements analysis is a perfect complement when working with WisdomTree Valuation or Volatility modules.
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WisdomTree 7 10 Year ETF One Year Return Analysis
WisdomTree's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current WisdomTree One Year Return | 8.70 % |
Most of WisdomTree's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WisdomTree 7 10 Year is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, WisdomTree 7 10 Year has an One Year Return of 8.7%. This is much higher than that of the family and significantly higher than that of the Long Government category. The one year return for all United States etfs is notably lower than that of the firm.
About WisdomTree Financial Statements
WisdomTree investors utilize fundamental indicators, such as revenue or net income, to predict how WisdomTree Etf might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Pair Trading with WisdomTree
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if WisdomTree position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree will appreciate offsetting losses from the drop in the long position's value.Moving together with WisdomTree Etf
| 0.82 | IEF | iShares 7 10 Sell-off Trend | PairCorr |
| 0.61 | TLH | iShares 10 20 Sell-off Trend | PairCorr |
Moving against WisdomTree Etf
The ability to find closely correlated positions to WisdomTree could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace WisdomTree when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back WisdomTree - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling WisdomTree 7 10 Year to buy it.
The correlation of WisdomTree is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as WisdomTree moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if WisdomTree 7 10 moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for WisdomTree can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of WisdomTree Correlation against competitors. To learn how to invest in WisdomTree Etf, please use our How to Invest in WisdomTree guide.You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of WisdomTree 7 10 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.