ETFs - Profile

WisdomTree U.S. Quality Shareholder Yield Fund

US > Multi-Cap > Core

Rank

Universe Rank
62 10

Summary

The fund seeks income and capital appreciation by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics.

Also, the team focuses on a company’s profitability, such as superior returns on equity and/or returns on assets.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange.

Also, the fund generally estimates to invest in large- and mid-capitalization companies and may invest in any sector.

More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $60.83
    +0.83
  • 52 Week HL
  • $64.22 - $50.62
  • Net Assets
  • $66.89 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-3.9 % YTD

  • 3 Year
  • -24.22%
  • 5 Year
  • -8.54%
  • Best
  • 28.08%
    2019
  • Worst
  • -42.77%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
QSY -4%-35%4%28%-8%22%6%-2%13%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -3.9% 14.8% -31.8% 14.4% -1.8% 3.9% -1.1% 2.3% 1.5% 9.3% -
Q2 - -48.6% 21.7% 0.9% 3% 3.3% -0.9% -0.7% 5.2% 1.8% -
Q3 - 0.5% 5.8% 0.2% 7.3% 4.6% 1.8% -8.1% -0.7% 4.8% -
Q4 - 7% 17.8% 8.5% -14.7% 8.8% 6.4% 4.7% 6.6% 10.3% -

Returns +
M

J F M A M J J A S O N D
2022 -3.9% - - - - - - - - - - -
2021 3.2% 5.1% 5.9% 3.9% 1.5% -50.3% 2.3% 2.8% -4.5% 4.3% -2.9% 5.7%

Annual
Return

Index Comparison

Alpha

NAV