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 Summary Data
Peers
Fund Flows
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 Tradability
WGRO Sector/Industry Breakdown
Benchmark
WGRO Top 10 Holdings
WGRO Performance Statistics
WGRO Countries
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WGRO Regions
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WGRO Economic Development
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WGRO Benchmark Comparison Summary
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WGRO Benchmark Comparison Market Cap Size
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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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.