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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
Large, Established Growth Leaders
The fund’s biggest positions are in well-known, financially strong growth companies that are widely followed and have been key drivers of the U.S. stock market over time.
Focused Growth and Tech Exposure
With a heavy tilt toward technology and communication services, the ETF is positioned to benefit when growth and innovation-focused stocks are performing well.
Significant Fund Size
The ETF manages a large pool of assets, which can support better trading liquidity and help keep trading spreads relatively tight for investors.
Negative Factors
Recent Weak Performance
The fund has shown weak returns over the past month, three months, and year to date, reflecting recent pressure on its growth-focused holdings.
High Concentration in a Few Tech Giants
A small number of large technology and communication services stocks make up a big share of the portfolio, increasing the impact if any of these companies struggle.
Limited Diversification by Country and Sector
Almost all assets are invested in U.S. companies and heavily tilted toward technology-related sectors, which reduces the cushion against downturns in the U.S. growth and tech markets.
QGRW vs. SPDR S&P 500 ETF (SPY)
AUM2.12B
RegionNorth America
Expense Ratio0.28%
Beta1.34
IssuerWisdomTree
Inception DateDec 15, 2022
Dividend Yield0.09%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume248,533
30 Day Avg. Volume335,850
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
73.19Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering100
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QGRW Summary
QGRW is the WisdomTree U.S. Quality Growth Fund, an ETF that follows the WisdomTree U.S. Quality Growth Index. It focuses on large, fast-growing U.S. companies with strong finances, mainly in technology and communication services. Well-known holdings include Nvidia, Microsoft, Apple, and Amazon. Someone might invest in QGRW to seek long-term growth by owning a basket of leading U.S. growth stocks instead of picking individual names. However, the fund is heavily tilted toward tech and other growth companies, so its price can swing a lot and may fall sharply if growth or tech stocks go out of favor.
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 leaning heavily into U.S. Big Tech and AI, with Nvidia and Micron acting as the main engines lately as chip demand tied to AI keeps their momentum rising. Alphabet and Amazon are also pulling their weight, giving the fund a steady boost from digital advertising and cloud growth. On the flip side, Microsoft has cooled off, while Meta, Apple, and Tesla are losing steam and quietly dragging on returns. Overall, this is a U.S.-only, tech-centric story where a handful of AI and internet giants largely set the tone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.78% | $316.28M | $4.57T | 39.78% | 76 Outperform | |
| Alphabet Class A | 8.99% | $192.38M | $3.67T | 68.57% | 85 Outperform | |
| Meta Platforms | 7.34% | $157.09M | $1.63T | -4.08% | 76 Outperform | |
| Microsoft | 6.65% | $142.29M | $2.97T | -2.39% | 79 Outperform | |
| Apple | 6.65% | $142.23M | $3.88T | 6.12% | 79 Outperform | |
| Amazon | 4.25% | $90.87M | $2.20T | -5.41% | 71 Outperform | |
| Broadcom | 3.51% | $75.17M | $1.58T | 52.74% | 76 Outperform | |
| Eli Lilly & Co | 2.96% | $63.42M | $962.75B | 15.55% | 72 Outperform | |
| Tesla | 2.80% | $59.99M | $1.54T | 21.91% | 73 Outperform | |
| Micron | 2.60% | $55.65M | $473.78B | 333.20% | 79 Outperform |
QGRW Technical Analysis
Negative
―
Price Trends
58.45
Negative
58.36
Negative
55.44
Positive
Market Momentum
-0.57
Positive
42.74
Neutral
46.04
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QGRW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 57.92, equal to the 50-day MA of 58.45, and equal to the 200-day MA of 55.44, indicating a neutral trend. The MACD of -0.57 indicates Positive momentum. The RSI at 42.74 is Neutral, neither overbought nor oversold. The STOCH value of 46.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QGRW.
QGRW Peer Comparison
Comparison Results
Performance Comparison
QGRW
WisdomTree U.S. Quality Growth Fund
57.36
7.80
15.74%
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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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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