QGRW - ETF AI Analysis
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WisdomTree U.S. Quality Growth Fund (QGRW)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Growth Leaders in Top Holdings
Several of the largest positions, including major technology and internet companies, have shown strong recent performance that has helped lift the fund.
Focused Exposure to High-Growth Sectors
Heavy weighting in technology and communication services gives investors targeted exposure to areas of the market that have been driving much of the recent stock market gains.
Significant Asset Base
The fund manages a large pool of assets, which can support liquidity and trading efficiency for everyday investors.
Negative Factors
High Concentration in a Few Stocks
A small number of mega-cap names make up a large share of the portfolio, increasing the impact that any one company’s weakness can have on the fund.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and healthcare names, have shown weak or negative recent performance, which can drag on overall returns.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the fund offers little protection if the U.S. market underperforms other regions.
QGRW vs. SPDR S&P 500 ETF (SPY)
AUM2.33B
RegionNorth America
Expense Ratio0.28%
Beta1.34
IssuerWisdomTree
Inception DateDec 15, 2022
Dividend Yield0.08%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume358,246
30 Day Avg. Volume307,833
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
75.46Price 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 follows the WisdomTree U.S. Quality Growth Index, focusing on large, fast-growing U.S. companies with strong finances. It is heavily tilted toward technology and communication services, holding well-known names like Nvidia, Apple, Microsoft, and Amazon. Someone might consider investing in QGRW if they want long-term growth from leading U.S. companies in one diversified fund instead of picking individual stocks. However, because it is heavily invested in tech and growth stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment toward tech.
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
QGRW is riding a powerful U.S. tech and AI wave, with Nvidia, Broadcom, and Micron doing much of the heavy lifting as their chip and AI stories keep gaining traction. Big Tech platforms like Alphabet, Meta, and Amazon are also rising, giving the fund a strong push from digital advertising, cloud, and e-commerce. On the flip side, Microsoft looks a bit mixed lately, while Apple is steady but losing some earlier momentum, and Tesla has been dragging. With all its top names in the U.S. and heavily tilted to technology and communication services, this is very much a concentrated growth bet on American innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.57% | $357.21M | $5.06T | 99.22% | 76 Outperform | |
| Alphabet Class A | 9.26% | $212.49M | $4.15T | 118.13% | 85 Outperform | |
| Meta Platforms | 7.02% | $160.95M | $1.71T | 23.44% | 76 Outperform | |
| Microsoft | 6.54% | $149.93M | $3.15T | 8.60% | 79 Outperform | |
| Apple | 6.24% | $143.02M | $3.98T | 27.35% | 79 Outperform | |
| Amazon | 4.87% | $111.66M | $2.84T | 39.12% | 71 Outperform | |
| Broadcom | 4.11% | $94.18M | $2.00T | 117.28% | 76 Outperform | |
| Micron | 2.94% | $67.43M | $560.17B | 567.72% | 79 Outperform | |
| Tesla | 2.36% | $54.22M | $1.41T | 32.46% | 73 Outperform | |
| Eli Lilly & Co | 2.34% | $53.73M | $835.18B | -1.03% | 72 Outperform |
QGRW Technical Analysis
Positive
―
Price Trends
57.10
Positive
57.78
Positive
57.19
Positive
Market Momentum
1.59
Negative
68.31
Neutral
73.41
Neutral
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 59.45, equal to the 50-day MA of 57.10, and equal to the 200-day MA of 57.19, indicating a bullish trend. The MACD of 1.59 indicates Negative momentum. The RSI at 68.31 is Neutral, neither overbought nor oversold. The STOCH value of 73.41 is Neutral, 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
62.00
16.05
34.93%
JGRO
JPMorgan Active Growth ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
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NULG
Nuveen ESG Large-Cap Growth ETF
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COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
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TCHP
T. Rowe Price Blue Chip 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.
DisclaimerThis 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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