Wisdomtree Quality Dividend Etf Performance
| DGRW Etf | USD 80.37 1.34 1.64% |
The entity maintains a market beta of 0.63, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Quality's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Quality is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days WisdomTree Quality Dividend has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable basic indicators, WisdomTree Quality is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
1 | DGRW, FDTB Big ETF Inflows - Nasdaq | 12/12/2024 |
2 | Is iShares Core Dividend Growth ETF a Strong ETF Right Now | 03/06/2025 |
| In Threey Sharp Ratio | 0.57 |
WisdomTree |
WisdomTree Quality Relative Risk vs. Return Landscape
If you would invest 8,395 in WisdomTree Quality Dividend on December 10, 2024 and sell it today you would lose (358.00) from holding WisdomTree Quality Dividend or give up 4.26% of portfolio value over 90 days. WisdomTree Quality Dividend is currently does not generate positive expected returns and assumes 0.7467% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WisdomTree Quality Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Quality's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Quality Dividend, and traders can use it to determine the average amount a WisdomTree Quality'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 = -0.0936
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DGRW |
Estimated Market Risk
| 0.75 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Quality is not performing at its full potential. However, 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 Quality by adding WisdomTree Quality to a well-diversified portfolio.
WisdomTree Quality Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Quality, and WisdomTree Quality 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 Etf performance.
| Price To Earning | 17.08 X | |||
| Price To Book | 4.55 X | |||
| Price To Sales | 1.68 X | |||
| Total Asset | 6.33 B | |||
About WisdomTree Quality Performance
Evaluating WisdomTree Quality's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree Quality has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Quality has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree is traded on NASDAQ Exchange in the United States.| WisdomTree Quality generated a negative expected return over the last 90 days | |
| Latest headline from zacks.com: Is iShares Core Dividend Growth ETF a Strong ETF Right Now | |
| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Quality Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
The market value of WisdomTree Quality 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 Quality's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Quality'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 Quality's market value can be influenced by many factors that don't directly affect WisdomTree Quality'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 Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Quality'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.