WTV WisdomTree U.S. Value Fund
What is WTV?
WTV is actively managed using a model-based selection process. It aims to identify US large- and mid-cap stocks that provide a high total shareholder yield with quality characteristics.
WTV Factset Analytics Insight
WTV is actively managed and aims to provide income and capital appreciation. The fund’s selection process uses a model that screens US large- and mid-cap for favorable quality characteristics that demonstrate profitability, mainly, strong ROE and ROA. 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, 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. Prior to January 4, 2022, the fund was named WisdomTree U.S. Quality Shareholder Yield Fund, with ticker QSY.
WTV Summary Data
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WTV Portfolio Data
WTV Index Data
WTV Portfolio Management
WTV Tax Exposures
WTV Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WTV. WTV is rated a 5 out of 5.
WTV Tradability
WTV Sector/Industry Breakdown
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WTV Top 10 Holdings
WTV Performance Statistics
WTV Countries
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WTV Regions
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WTV Economic Development
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WTV Benchmark Comparison Summary
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WTV Benchmark Comparison Market Cap Size
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