QSYWisdomTree U.S. Quality Shareholder Yield Fund
QSY Fund Description
QSY is actively managed using a model-based selection process. It aims to identify US large- and midcap stocks that provide a high total shareholder yield with quality characteristics.
QSY Factset Analytics Insight
QSY is actively managed by WisdomTree Asset Management to provide income and capital appreciation. The selection process uses a model that screens US large- and midcap stocks for basic liquidity, profitability, and risk parameters. The universe is then screened for minimum shareholder yield, which is the combined yield of dividends and share buybacks. The result is a portfolio of about 200 stocks, weighted based on yield, with an active approach to risk controls on sector weights based on market conditions. Prior to December 18, 2017 the fund was named WisdomTree US Large-cap Value Fund and traded under the ticker symbol EZY. The fund tracked the WisdomTree US Large-cap Value Index. Prior to June 29, 2017 the fund was named WisdomTree Large-cap Value Fund and tracked the WisdomTree Large-cap Value Index.
QSY MSCI ESG Analytics Insight
WisdomTree U.S. Quality Shareholder Yield Fund has an MSCI ESG Fund Rating of A based on a score of 6.77 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree U.S. Quality Shareholder Yield Fund ranks in the 68th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QSY MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
QSY Summary Data
QSY Portfolio Data
QSY Index Data
QSY Portfolio Management
QSY Tax Exposures
QSY Fund Structure
QSY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QSY. QSY is rated a 5 out of 5.
QSY Sector/Industry Breakdown
QSY Top 10 Holdings[View All]
QSY Economic Development
QSY Performance Statistics
QSY MSCI ESG Ratings
QSY Benchmark Comparison Summary
QSY Benchmark Comparison Market Cap Size