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QGRW - ETF AI Analysis
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WisdomTree U.S. Quality Growth Fund (QGRW)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, including Nvidia, Alphabet, and Broadcom, have delivered strong year-to-date gains, driving the fund’s performance.
Sector Focus on Growth Areas
The ETF is heavily weighted in high-growth sectors like Technology and Communication Services, which have shown strong market trends.
Low Expense Ratio
The fund charges a competitive expense ratio of 0.28%, making it cost-effective compared to many other ETFs.
Negative Factors
High Concentration in Top Holdings
The top 5 holdings make up over 43% of the portfolio, increasing the risk of underperformance if these stocks falter.
Limited Geographic Diversification
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Mixed Performance Among Holdings
While some holdings have performed well, others like Apple and Amazon have shown weaker year-to-date growth, potentially dragging on overall returns.
QGRW vs. SPDR S&P 500 ETF (SPY)
AUM2.15B
RegionNorth America
Expense Ratio0.28%
Beta1.36
IssuerWisdomTree
Inception DateDec 15, 2022
Dividend Yield0.12%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume239,744
30 Day Avg. Volume211,221
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
72.03Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QGRW Summary
The WisdomTree U.S. Quality Growth Fund (QGRW) is an ETF that focuses on large U.S. companies with strong growth potential and solid financial health. It tracks the WisdomTree U.S. Quality Growth Index and includes well-known names like Nvidia and Alphabet (Google). This ETF is heavily invested in technology, making it a good choice for investors looking to benefit from the growth of innovative companies. However, because it focuses on growth stocks, its value can rise and fall with market conditions, especially if tech stocks experience volatility.
How much will it cost me?The WisdomTree U.S. Quality Growth Fund (QGRW) has an expense ratio of 0.28%, meaning you’ll pay $2.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed, focusing on selecting high-quality growth stocks rather than tracking a broad index.
What would affect this ETF?The WisdomTree U.S. Quality Growth Fund (QGRW) could benefit from continued innovation and strong performance in the technology sector, which makes up nearly half of its portfolio, as well as consumer spending trends that support growth in companies like Amazon and Tesla. However, rising interest rates or economic slowdowns could negatively impact growth-focused stocks, particularly in sectors like technology and consumer cyclical, which are sensitive to borrowing costs and consumer sentiment. Regulatory changes affecting major holdings like Nvidia, Apple, or Alphabet could also pose risks to the ETF's future performance.
QGRW Top 10 Holdings
The WisdomTree U.S. Quality Growth Fund (QGRW) leans heavily into technology, with names like Nvidia and Alphabet driving its performance thanks to their focus on AI and cloud innovation. Nvidia’s recent momentum has cooled, but Alphabet’s steady gains keep the tech sector buoyant. Microsoft and Meta are showing mixed signals, with cloud growth and AI investments offset by valuation concerns. Tesla’s strong rally adds a spark from the consumer cyclical sector, while Oracle’s lagging performance in cloud growth weighs on the fund. Overall, QGRW is a tech-heavy play with a U.S.-centric focus.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.16% | $305.45M | $4.60T | 34.94% | 76 Outperform | |
| Alphabet Class A | 8.64% | $186.31M | $3.80T | 60.29% | 85 Outperform | |
| Microsoft | 7.91% | $170.51M | $3.62T | 10.82% | 79 Outperform | |
| Meta Platforms | 7.17% | $154.55M | $1.68T | 9.41% | 76 Outperform | |
| Apple | 6.69% | $144.32M | $4.02T | 5.48% | 79 Outperform | |
| Amazon | 4.49% | $96.92M | $2.48T | 1.35% | 71 Outperform | |
| Broadcom | 3.60% | $77.56M | $1.66T | 45.74% | 76 Outperform | |
| Tesla | 3.19% | $68.84M | $1.61T | 5.04% | 73 Outperform | |
| Eli Lilly & Co | 3.06% | $65.97M | $1.01T | 34.68% | 72 Outperform | |
| Oracle | 2.44% | $52.54M | $561.24B | 13.96% | 66 Neutral |
QGRW Technical Analysis
Positive
―
Price Trends
58.55
Positive
57.22
Positive
52.68
Positive
Market Momentum
0.02
Negative
56.70
Neutral
82.21
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QGRW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.74, equal to the 50-day MA of 58.55, and equal to the 200-day MA of 52.68, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 56.70 is Neutral, neither overbought nor oversold. The STOCH value of 82.21 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QGRW.
QGRW Peer Comparison
Comparison Results
Performance Comparison
QGRW
WisdomTree U.S. Quality Growth Fund
59.40
8.30
16.24%
JGRO
JPMorgan Active Growth ETF
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―
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FELG
Fidelity Enhanced Large Cap Growth ETF
―
―
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COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
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―
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NULG
Nuveen ESG Large-Cap Growth ETF
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―
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RPG
Invesco S&P 500 Pure Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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