NAS:WGRO

WisdomTree U.S. Growth & Momentum Fund

$ 20.765 0 ( +0%) 03:38 PM EST
PE Ratio:
22.34
PB Ratio:
4.15
Volume:
9.00
Dividend Yield %:
0
Last Holding update 2023-12-24 70 Stocks (45 new)
Value $2.00 Mil Turnover 66 %
Top Holdings: LOPE(2.64%) BKNG(2.37%) USFD(2.10%) ATKR(2.05%) ISRG(2.02%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. Growth & Momentum Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. Growth & Momentum Fund Key Statistics

Name Value
Day's Open ($) 20.765
Day's Range ($) 20.765 - 20.765
Day's Volume 9
52-Week Range ($) 19.7093 - 22.41
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility -
14-Day RSI -
14-Day ATR ($) 0.145714
20-Day SMA ($) -

Fundamental Data

Name Value
Market Cap (Mil $) 1.971
Shares Outstanding (Mil) -
PE Ratio 22.34
PE Ratio (10y Range) 12.1 - 27.8
PE Ratio (10y Median) 21.8
PB Ratio 4.15
PB Ratio (10y Range) 2.92 - 6.49
PB Ratio (10y Median) 4.15

Dividend Data

Name Value
Dividends per Share (TTM) ($) -
Dividend Yield % -
Dividend Yield % (10y Range) 0.08 - 0.09
Dividend Yield % (10y Median) 0.08
Next Dividend Payment Date
Dividend Frequency -

WGRO WisdomTree U.S. Growth & Momentum Fund Fundamental Charts

Historical TTM Price-to-Earnings for WGRO WisdomTree U.S. Growth & Momentum Fund

Historical TTM Price-to-Earnings without NRI for WGRO WisdomTree U.S. Growth & Momentum Fund

Historical Price-to-Book Ratio for WGRO WisdomTree U.S. Growth & Momentum Fund

Historical Dividend Yields for WGRO WisdomTree U.S. Growth & Momentum Fund

WisdomTree U.S. Growth & Momentum Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with NAS:WGRO

No Available Data

NAS:WGRO is held by these investors

No Available Data
WisdomTree U.S. Growth & Momen... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LOPE
Grand Canyon Education Inc
469
54.8
-5.44%
2.640
-0.11%
0.000
-2.72%
+3.90%
4,829.1
Education
BKNG
Booking Holdings Inc
16
49.3
+33.33%
2.370
+0.59%
0.000
+19.00%
+15.87%
186,628.0
Travel & Leisure
USFD
US Foods Holding Corp
1,102
43.8
New Holding
2.100
+2.10%
0.000
+30.00%
+24.55%
19,438.0
Retail - Defensive
ATKR
Atkore Inc
286
42.7
New Holding
2.050
+2.05%
0.000
+20.25%
-6.65%
2,597.6
Industrial Products
ISRG
Intuitive Surgical Inc
144
42.1
+77.78%
2.020
+0.88%
0.000
-1.22%
-3.83%
179,937.3
Medical Devices & Instruments
HWM
Howmet Aerospace Inc
907
42.0
+31.45%
2.020
+0.48%
0.000
+39.72%
+70.67%
75,244.8
Aerospace & Defense
MSGS
Madison Square Garden Sports Corp
237
41.8
+36.99%
2.010
+0.54%
0.000
+6.86%
-9.21%
4,921.2
Media - Diversified
AVGO
Broadcom Inc
500
41.5
New Holding
2.000
+2.00%
0.000
+53.26%
+24.76%
1,353,118.0
Semiconductors
RCL
Royal Caribbean Group
442
40.7
New Holding
1.960
+1.96%
0.000
+67.81%
+54.25%
96,024.2
Travel & Leisure
NSIT
Insight Enterprises Inc
277
40.3
New Holding
1.940
+1.94%
0.000
+5.37%
-4.69%
4,628.6
Hardware

WisdomTree U.S. Growth & Momentum Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. Growth & Momentum Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LSCC
Lattice Semiconductor Corp
2023-09-30
Sold Out
Sold Out
-2.12%
●
82.66 ($90.26) 97.26
$53.23
-41.03%
Sold Out
0
-586
USFD
US Foods Holding Corp
2023-09-30
New Buy
New Buy
+2.10%
●
38.69 ($41.45) 44.35
$84.02
102.70%
New holding
1,102
1,102
TTC
The Toro Co
2023-09-30
Sold Out
Sold Out
-2.08%
●
79.85 ($96.33) 104.91
$75.30
-21.83%
Sold Out
0
-543
ATKR
Atkore Inc
2023-09-30
New Buy
New Buy
+2.05%
●
141 ($150.95) 163.43
$77.19
-48.86%
New holding
286
286
ELF
e.l.f. Beauty Inc
2023-09-30
Sold Out
Sold Out
-2.01%
●
105.16 ($121.46) 138.71
$117.66
-3.13%
Sold Out
0
-467
AVGO
Broadcom Inc
2023-09-30
New Buy
New Buy
+2.00%
●
80.84 ($86.68) 92.29
$287.69
231.89%
New holding
500
50
AZO
AutoZone Inc
2023-09-30
Sold Out
Sold Out
-1.98%
●
2433.89 ($2509.45) 2619.29
$3,771.19
50.28%
Sold Out
0
-21
WCN
Waste Connections Inc
2023-09-30
Sold Out
Sold Out
-1.98%
●
134.3 ($139.88) 145.25
$184.43
31.85%
Sold Out
0
-367
RCL
Royal Caribbean Group
2023-09-30
New Buy
New Buy
+1.96%
●
90.46 ($100.17) 109.68
$353.60
253.00%
New holding
442
442
NSIT
Insight Enterprises Inc
2023-09-30
New Buy
New Buy
+1.94%
●
139.16 ($148.98) 160.09
$144.97
-2.69%
New holding
277
277

WisdomTree U.S. Growth & Momentum Fund Total Holding History ($B)

To

WisdomTree U.S. Growth & Momentum Fund's Asset Allocation

To

WisdomTree U.S. Growth & Momentum Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. Growth & Momentum Fund's Hypothetical Growth since 2023-09-30

WisdomTree U.S. Growth & Momentum Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. Growth & Momentum Fund's Holdings Heat Map

Size field:

WisdomTree U.S. Growth & Momentum Fund's Holdings Bubble Chart

WisdomTree U.S. Growth & Momentum Fund News

  • 1

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