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About WisdomTree Trust WisdomTree U.S. Quality Growth Fund
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Inception date
Dec 15, 2022
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
QGRW is designed to target profitability and high-conviction allocations by employing a fundamentally-driven strategy in constructing its strong quality growth portfolio. From an initial universe consisting of the 500 largest companies in the broad US equity market space, the fund ranks all eligible securities according to a composite score based on equally-weighted factors: growth and quality. The former factor is determined using the firms earnings insight, and trailing 5-year EBITDA and sales growth, while the latter reflects the three-year average return on equity and return on assets. After meeting certain exchange and liquidity requirements, the top 100 companies with the highest composite scores are then selected as index constituents and are market cap-weighted. Individual securities are capped at 15% to ensure diversification. The index is rebalanced on a semi-annual basis in June and December.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.