Wisdomtree Trust Etf Profile

WTV Etf  USD 80.96  1.69  2.13%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree Trust is selling for under 80.96 as of the 4th of May 2025; that is 2.13 percent increase since the beginning of the trading day. The etf's lowest day price was 80.31. WisdomTree Trust has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund, an exchange traded fund, is actively managed using a model-based approach. Wisdomtree is traded on NYSEARCA Exchange in the United States. More on WisdomTree Trust

Moving together with WisdomTree Etf

  0.99VOE Vanguard Mid CapPairCorr
  0.82SDY SPDR SP DividendPairCorr
  1.0IWS iShares Russell MidPairCorr
  0.89SPYD SPDR Portfolio SPPairCorr
  0.98COWZ Pacer Cash CowsPairCorr
  1.0DON WisdomTree MidCapPairCorr

Moving against WisdomTree Etf

  0.72MYCF SPDR SSGA My2026PairCorr
  0.65SHLD Global X FundsPairCorr
  0.6FNGD MicroSectors FANG IndexPairCorr
  0.35SCHZ Schwab Aggregate BondPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Strategy ETFs, Mid-Cap Value, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2007-02-23
Entity TypeRegulated Investment Company
Asset Under Management852.69 Million
Asset TypeEquity
CategoryStrategy
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank And Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank And Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank And Trust Company
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents158
Market MakerSusquehanna
Total Expense0.12
Management Fee0.12
Country NameUSA
Returns Y T D(2.77)
NameWisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund
Currency CodeUSD
Open FigiBBG000R1SHP2
In Threey Volatility20.27
1y Volatility16.53
200 Day M A81.4647
50 Day M A80.6612
CodeWTV
Updated At3rd of May 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.47
WisdomTree Trust [WTV] is traded in USA and was established 2007-02-23. The fund is classified under Mid-Cap Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree Trust at this time have 100.49 M in net assets. , while the total return for the last 3 years was 13.2%.
Check WisdomTree Trust Probability Of Bankruptcy

Geographic Allocation (%)

Top WisdomTree Trust Etf Constituents

ALLThe AllstateStockFinancials
CACCCredit AcceptanceStockFinancials
DVADaVita HealthCare PartnersStockHealth Care
EBAYeBay IncStockConsumer Discretionary
GSGoldman Sachs GroupStockFinancials
JNPRJuniper NetworksStockInformation Technology
LUMNLumen TechnologiesStockCommunication Services
ORCLOracleStockInformation Technology
More Details

WisdomTree Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Trust Against Markets

When determining whether WisdomTree Trust is a strong investment it is important to analyze WisdomTree Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Trust's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate.
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The market value of WisdomTree Trust 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Trust'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 Trust's market value can be influenced by many factors that don't directly affect WisdomTree Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust'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.