WisdomTree Equity (UK) Performance

DHSA Etf   36.94  0.18  0.48%   
The entity maintains a market beta of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Equity is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Equity Income are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, WisdomTree Equity may actually be approaching a critical reversion point that can send shares even higher in April 2026. ...more
  

WisdomTree Equity Relative Risk vs. Return Landscape

If you would invest  3,382  in WisdomTree Equity Income on December 3, 2025 and sell it today you would earn a total of  312.00  from holding WisdomTree Equity Income or generate 9.23% return on investment over 90 days. WisdomTree Equity Income is generating 0.1465% of daily returns and assumes 0.6012% volatility on return distribution over the 90 days horizon. Simply put, 5% of etfs are less volatile than WisdomTree, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon WisdomTree Equity is expected to generate 0.79 times more return on investment than the market. However, the company is 1.26 times less risky than the market. It trades about 0.24 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.05 per unit of risk.
Below is the normalized historical share price chart for WisdomTree Equity Income extending back to November 08, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of WisdomTree Equity stands at 36.94, as last reported on the 3rd of March, with the highest price reaching 37.02 and the lowest price hitting 36.94 during the day.
3 y Volatility
13.78
200 Day MA
33.0752
1 y Volatility
11.47
50 Day MA
35.7365
Inception Date
2016-11-03
 
Covid
 
Interest Hikes

WisdomTree Equity Target Price Odds to finish over Current Price

The tendency of WisdomTree Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 36.94 90 days 36.94 
about 10.74
Based on a normal probability distribution, the odds of WisdomTree Equity to move above the current price in 90 days from now is about 10.74 (This WisdomTree Equity Income probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
Assuming the 90 days trading horizon WisdomTree Equity has a beta of 0.29 suggesting as returns on the market go up, WisdomTree Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree Equity Income will be expected to be much smaller as well. Additionally WisdomTree Equity Income has an alpha of 0.1147, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   WisdomTree Equity Price Density   
       Price  

Predictive Modules for WisdomTree Equity

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree Equity Income. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
36.3436.9437.54
Details
Intrinsic
Valuation
LowRealHigh
33.2539.8840.48
Details
Naive
Forecast
LowNextHigh
35.5936.1936.79
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
36.9436.9436.94
Details

WisdomTree Equity Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree Equity is not an exception. The market had few large corrections towards the WisdomTree Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree Equity within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.11
β
Beta against Dow Jones0.29
σ
Overall volatility
1.33
Ir
Information ratio 0.11

WisdomTree Equity Fundamentals Growth

WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Equity, and WisdomTree Equity 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.

About WisdomTree Equity Performance

Assessing WisdomTree Equity's fundamental ratios provides investors with valuable insights into WisdomTree Equity's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Equity is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
WisdomTree Equity is entity of United Kingdom. It is traded as Etf on LSE exchange.