The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) 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. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.
|VZ||Verizon Communications Inc||5.73 %|
|MSFT||Microsoft Corporation||4.97 %|
|AAPL||Apple Inc||4.58 %|
|PG||The Procter & Gamble Company||4.11 %|
|MRK||Merck & Co., Inc||3.30 %|
|PEP||PepsiCo, Inc||3.00 %|
|MO||Altria Group, Inc||2.91 %|
|INTC||Intel Corporation||2.56 %|
|UNH||UnitedHealth Group Incorporated||2.36 %|
|GILD||Gilead Sciences, Inc||2.31 %|
|VONE||Vanguard Russell 1000 Index Fu..||0.08 %||
|ESGU||iShares ESG MSCI USA ETF||0.15 %||
|FTCS||First Trust Capital Strength E..||0.60 %||
|VTHR||Vanguard Russell 3000 Index Fu..||0.10 %||
|FEX||First Trust Large Cap Core Alp..||0.60 %||
|PKW||Invesco BuyBack Achievers ETF||0.62 %||
|CFA||VictoryShares US 500 Volatilit..||0.35 %||
|CFO||VictoryShares US 500 Enhanced ..||0.35 %||
|FVC||First Trust Dorsey Wright Dyna..||0.71 %||
|CATH||Global X S&P 500 Catholic Valu..||0.29 %||
|Market Performance vs.
Industry/Classification (Large Blend)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||9.23%||57%||F||88%||B+|
|Risk Adjusted Return||138.67%||93%||A||97%||A+|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
There is nothing we particularly dislike