WGRO WisdomTree U.S. Growth & Momentum Fund
What is WGRO?
WGRO tracks a factor-weighted index of US large- and mid-cap stocks selected by a combination of several growth and momentum factors.
WGRO Factset Analytics Insight
WGRO provides exposure to high growth and momentum stocks in the US, selecting securities in a way that aims to capture positive performance while trying to avoid drawdowns. The fund scores and selects stocks based on fundamental strengths and technical factors, including long-term momentum compared to short-term mean reversion, standard deviation of returns over a one-year period, change in volume compared to historical average, and other growth characteristics. The top 50-100 stocks are then chosen based on each company’s scores. Holdings are approximately equally weighted based on their ranks. The ratio of the companies with the maximum weight to the ones with the lowest weight is 2:1. The index is reconstituted and rebalanced on a monthly basis.
WGRO Portfolio Data
WGRO Index Data
WGRO Portfolio Management
WGRO Tax Exposures
WGRO Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WGRO. WGRO is rated a N/A out of 5.
WGRO Sector/Industry Breakdown
WGRO Top 10 Holdings
WGRO Performance Statistics
WGRO Economic Development
WGRO Benchmark Comparison Summary
WGRO Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.