WisdomTree Trust Financials
| QGRW Etf | 58.99 0.70 1.17% |
Net Expense Ratio 0.0028 | 3 y Sharp Ratio 1.65 |
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The data published in WisdomTree Trust's official financial statements typically reflect WisdomTree Trust's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving WisdomTree Trust's quantitative information. For example, before you start analyzing numbers published by WisdomTree accountants, it's essential to understand WisdomTree Trust's liquidity, profitability, and earnings quality within the context of the Large Growth space in which it operates.
Please note, the imprecision that can be found in WisdomTree Trust's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of WisdomTree Trust . Check WisdomTree Trust's Beneish M Score to see the likelihood of WisdomTree Trust's management manipulating its earnings.
WisdomTree Trust Etf Summary
WisdomTree Trust competes with Nuveen ESG, TCW ETF, FlexShares Morningstar, SPDR SP, and Motley Fool. WisdomTree Trust is entity of United States. It is traded as Etf on NYSE ARCA exchange.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US97717Y4778 |
| Region | North America |
| Investment Issuer | WisdomTree |
| Fund Category | Size and Style |
| Portfolio Concentration | Small & Mid Caps |
| Benchmark | Dow Jones Industrial |
WisdomTree Trust Key Financial Ratios
WisdomTree Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Trust's current stock value. Our valuation model uses many indicators to compare WisdomTree Trust value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WisdomTree Trust competition to find correlations between indicators driving WisdomTree Trust's intrinsic value. More Info.WisdomTree Trust is presently regarded as number one ETF in beta as compared to similar ETFs. It also is presently regarded as number one ETF in one year return as compared to similar ETFs reporting about 14.88 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Trust by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as WisdomTree Trust is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of WisdomTree has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if WisdomTree Trust's financials are consistent with your investment objective using the following steps:- Review WisdomTree Trust's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand WisdomTree Trust's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare WisdomTree Trust's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if WisdomTree Trust's stock is overvalued or undervalued.
WisdomTree Trust Thematic Clasifications
WisdomTree Trust is part of several thematic ideas from Size And Style ETFs to Small & Mid Caps ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasWisdomTree Trust January 30, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of WisdomTree Trust help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of WisdomTree Trust . We use our internally-developed statistical techniques to arrive at the intrinsic value of WisdomTree Trust based on widely used predictive technical indicators. In general, we focus on analyzing WisdomTree Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build WisdomTree Trust's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.22 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.18 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.7 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Understanding WisdomTree Trust requires distinguishing between market price and book value, where the latter reflects WisdomTree's accounting equity. The concept of intrinsic value—what WisdomTree Trust's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Investment professionals apply varied valuation frameworks to compute inherent worth and acquire positions when market prices trade at discounts to calculated value. Market sentiment, economic cycles, and investor behavior can push WisdomTree Trust's price substantially above or below its fundamental value.
It's important to distinguish between WisdomTree Trust's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding WisdomTree Trust should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, WisdomTree Trust's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.