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WisdomTree U.S. Growth & Momentum Fund (WGRO)

19.71 -0.27 (-1.33%)
As of October 17 at 3:38 PM EDT. Market Open.
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DELL
  • Previous Close 19.98
  • Open 20.75
  • Bid --
  • Ask --
  • Day's Range 19.71 - 19.71
  • 52 Week Range 19.50 - 22.58
  • Volume 0
  • Avg. Volume 296
  • Net Assets 2.08M
  • NAV 19.63
  • PE Ratio (TTM) 17.43
  • Yield 0.08%
  • YTD Daily Total Return -1.17%
  • Beta (5Y Monthly) 0.00
  • Expense Ratio (net) 0.55%

The fund employs a “passive management” – or indexing – investment approach designed to track the performance of the index. The index is provided by O’Neil Global Advisors, Inc. and is comprised of mid- and large-capitalization companies that provide exposure to a portfolio of high growth and momentum U.S. exchange-listed companies. The fund is non-diversified.

WisdomTree

Fund Family

Mid-Cap Growth

Fund Category

2.08M

Net Assets

2021-06-22

Inception Date

Performance Overview: WGRO

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Trailing returns as of 10/30/2023. Category is Mid-Cap Growth.

YTD Return

WGRO
1.17%
Category
12.67%
 

1-Year Return

WGRO
1.81%
Category
34.27%
 

3-Year Return

WGRO
0.00%
Category
2.17%
 

Holdings: WGRO

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Top 10 Holdings (21.11% of Total Assets)

SymbolCompany% Assets
LOPE
Grand Canyon Education, Inc. 2.64%
BKNG
Booking Holdings Inc. 2.37%
USFD
US Foods Holding Corp. 2.10%
ATKR
Atkore Inc. 2.05%
ISRG
Intuitive Surgical, Inc. 2.02%
HWM
Howmet Aerospace Inc. 2.02%
MSGS
Madison Square Garden Sports Corp. 2.01%
AVGO
Broadcom Inc. 2.00%
RCL
Royal Caribbean Cruises Ltd. 1.96%
NSIT
Insight Enterprises, Inc. 1.94%

Sector Weightings

SectorWGRO
Technology   24.64%
Industrials   21.90%
Healthcare   8.25%
Energy   2.46%
Real Estate   0.00%
Utilities   0.00%

Recent News: WGRO

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Research Reports: WGRO

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