WisdomTree Investments Shares Owned By Insiders vs. Current Valuation
Based on WisdomTree Investments' profitability indicators, WisdomTree Investments may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in December. Profitability indicators assess WisdomTree Investments' ability to earn profits and add value for shareholders.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
For WisdomTree Investments profitability analysis, we use financial ratios and fundamental drivers that measure the ability of WisdomTree Investments to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well WisdomTree Investments utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between WisdomTree Investments's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of WisdomTree Investments over time as well as its relative position and ranking within its peers.
WisdomTree |
WisdomTree Investments Current Valuation vs. Shares Owned By Insiders Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Investments's current stock value. Our valuation model uses many indicators to compare WisdomTree Investments value to that of its competitors to determine the firm's financial worth. WisdomTree Investments is rated first in shares owned by insiders category among its peers. It is rated first in current valuation category among its peers reporting about 34,165,247 of Current Valuation per Shares Owned By Insiders. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Investments 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 Current Valuation vs. Shares Owned By Insiders
Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. Company executives or private individuals with access to insider information share information about a firm's operations that is not available to the general public.
WisdomTree Investments |
| = | 24.96 % |
Although the research on effects of insider trading on prices and volatility is still relatively inconclusive, and investors are advised to pay close attention to the distribution of equities among company's stakeholders to avoid many problems associated with the disclosure of price-sensitive information.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
WisdomTree Investments |
| = | 852.76 M |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
WisdomTree Current Valuation vs Competition
WisdomTree Investments is rated first in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 150.56 Billion. WisdomTree Investments maintains roughly 852.76 Million in current valuation contributing less than 1% to equities under Financials industry.
WisdomTree Investments Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in WisdomTree Investments, profitability is also one of the essential criteria for including it into their portfolios because, without profit, WisdomTree Investments will eventually generate negative long term returns. The profitability progress is the general direction of WisdomTree Investments' change in net profit over the period of time. It can combine multiple indicators of WisdomTree Investments, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds sponsor and asset manager. The company was founded in 1985 and is based in New York, New York. Wisdomtree Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 264 people.
WisdomTree Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on WisdomTree Investments. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of WisdomTree Investments position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the WisdomTree Investments' important profitability drivers and their relationship over time.
Use WisdomTree Investments in pair-trading
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 Investments 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 Investments will appreciate offsetting losses from the drop in the long position's value.WisdomTree Investments Pair Trading
WisdomTree Investments Pair Trading Analysis
The ability to find closely correlated positions to WisdomTree Investments 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 Investments 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 Investments - 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 Investments to buy it.
The correlation of WisdomTree Investments 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 Investments moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if WisdomTree Investments 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 Investments 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.Use Investing Themes to Complement your WisdomTree Investments position
In addition to having WisdomTree Investments in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.
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Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Other Consideration for investing in WisdomTree Stock
If you are still planning to invest in WisdomTree Investments check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the WisdomTree Investments' history and understand the potential risks before investing.
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