WisdomTree Trust Financials
| AIVL Etf | USD 114.29 0.13 0.11% |
Net Expense Ratio 0.0038 | 3 y Sharp Ratio 0.23 |
WisdomTree |
The data published in WisdomTree Trust's official financial statements typically reflect WisdomTree Trust's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving WisdomTree Trust's quantitative information. For example, before you start analyzing numbers published by WisdomTree accountants, it's essential to understand WisdomTree Trust's liquidity, profitability, and earnings quality within the context of the WisdomTree space in which it operates.
WisdomTree Trust Etf Summary
WisdomTree Trust competes with Vanguard Mid, SPDR SP, IShares Russell, Pacer Cash, and IShares SP. The fund is actively managed and seeks to invest primarily in equity securities selected from a universe of U.S. equities that exhibit value characteristics based on the selection results of a proprietary, quantitative AI model developed by Sub-Adviser. Wisdomtree is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US97717W4069 |
| CUSIP | 97717W406 |
| Region | North America |
| Investment Issuer | WisdomTree |
| Etf Family | WisdomTree |
| Fund Category | Broad Equity |
| Portfolio Concentration | Size and Style |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
WisdomTree Trust Key Financial Ratios
WisdomTree Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Trust's current stock value. Our valuation model uses many indicators to compare WisdomTree Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WisdomTree Trust competition to find correlations between indicators driving WisdomTree Trust's intrinsic value. More Info.WisdomTree Trust is rated below average in beta as compared to similar ETFs. It is rated below average in one year return as compared to similar ETFs reporting about 32.87 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Trust by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WisdomTree Trust Systematic Risk
WisdomTree Trust's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. WisdomTree Trust volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on WisdomTree Trust correlated with the market. If Beta is less than 0 WisdomTree Trust generally moves in the opposite direction as compared to the market. If WisdomTree Trust Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one WisdomTree Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of WisdomTree Trust is generally in the same direction as the market. If Beta > 1 WisdomTree Trust moves generally in the same direction as, but more than the movement of the benchmark.
WisdomTree Trust Thematic Clasifications
WisdomTree Trust is part of several thematic ideas from Size And Style ETFs to Broad Equity ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasWisdomTree Trust November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of WisdomTree Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of WisdomTree Trust . We use our internally-developed statistical techniques to arrive at the intrinsic value of WisdomTree Trust based on widely used predictive technical indicators. In general, we focus on analyzing WisdomTree Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build WisdomTree Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5387 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.28 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.02 |
Check out Trending Equities 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 real. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
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.