Correlation Between WisdomTree Trust and WisdomTree Multifactor

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Can any of the company-specific risk be diversified away by investing in both WisdomTree Trust and WisdomTree Multifactor at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining WisdomTree Trust and WisdomTree Multifactor into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between WisdomTree Trust and WisdomTree Multifactor, you can compare the effects of market volatilities on WisdomTree Trust and WisdomTree Multifactor and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in WisdomTree Trust with a short position of WisdomTree Multifactor. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Trust and WisdomTree Multifactor.

Diversification Opportunities for WisdomTree Trust and WisdomTree Multifactor

0.93
  Correlation Coefficient

Almost no diversification

The 3 months correlation between WisdomTree and WisdomTree is 0.93. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Trust and WisdomTree Multifactor in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Multifactor and WisdomTree Trust is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on WisdomTree Trust are associated (or correlated) with WisdomTree Multifactor. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Multifactor has no effect on the direction of WisdomTree Trust i.e., WisdomTree Trust and WisdomTree Multifactor go up and down completely randomly.

Pair Corralation between WisdomTree Trust and WisdomTree Multifactor

Given the investment horizon of 90 days WisdomTree Trust is expected to generate 1.15 times more return on investment than WisdomTree Multifactor. However, WisdomTree Trust is 1.15 times more volatile than WisdomTree Multifactor. It trades about 0.24 of its potential returns per unit of risk. WisdomTree Multifactor is currently generating about 0.08 per unit of risk. If you would invest  11,457  in WisdomTree Trust on October 11, 2025 and sell it today you would earn a total of  319.00  from holding WisdomTree Trust or generate 2.78% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

WisdomTree Trust   vs.  WisdomTree Multifactor

 Performance 
       Timeline  
WisdomTree Trust 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Trust are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, WisdomTree Trust is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.
WisdomTree Multifactor 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Multifactor are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, WisdomTree Multifactor is not utilizing all of its potentials. The newest stock price disturbance, may contribute to mid-run losses for the stockholders.

WisdomTree Trust and WisdomTree Multifactor Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Trust and WisdomTree Multifactor

The main advantage of trading using opposite WisdomTree Trust and WisdomTree Multifactor positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Trust position performs unexpectedly, WisdomTree Multifactor 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 Multifactor will offset losses from the drop in WisdomTree Multifactor's long position.
The idea behind WisdomTree Trust and WisdomTree Multifactor pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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