Apple

NVIDIA

Microsoft

Alphabet

Amazon

Tesla

Broadcom

Eli Lilly

Visa

Wisdomtree US Quality Growth Fund

QGRW tracks a market cap-weighted index of 100 large-cap growth companies in the US that exhibit the strongest quality characteristics relative to their peers.

The WisdomTree U.S. Quality Growth Fund ETF is downgraded from a buy to a hold due to its high valuation and concentrated allocation. Despite strong technicals and momentum, potential early 2025 volatility from tax-gain selling poses downside risks for QGRW. QGRW's portfolio is heavily weighted toward US mega-cap growth stocks, with significant exposure to Information Technology, Consumer Discretionary, and Communications Services sectors.

QGRW: Quality And Growth Roared In 2024, Why I See A Cautious Start To 2025 (Rating Downgrade)

QGRW holds 100 stocks emphasizing growth and quality, in a portfolio heavily weighted in mega-cap tech stocks. The ETF is more expensive than the S&P 500 but boasts superior growth and quality metrics, as expected from the methodology. Since its inception, QGRW has outperformed SPY and the most popular growth ETFs, although its short track record limits long-term assessment.

QGRW Has A Short Yet Encouraging Track Record

Wisdomtree Artificial Intelligence And Innovation Fund

By Christopher Gannatti, CFA, Global Head of Research Key Takeaways The performances of the WisdomTree AI & Innovation Fund (WTAI) and the WisdomTree U.S. Quality Growth Fund (QGRW) offer insights into investor behavior and performance attribution in the AI sector amidst the AI revolution.

The AI Revolution Continues

More than halfway through 2024, many advisors and investors are aware that growth stocks are delivering the goods. As of July 1, the average YTD return posted by the Nasdaq-100 and Russell 1000 Growth indexes is nearly 20%.

Quality Growth Can Spur Better Returns

By Hyun Kang, Research Analyst, and Matt Wagner, CFA, Associate Director, Research Key Takeaways The WisdomTree U.S. Quality Growth Index has outperformed the Nasdaq 100 Index and the Russell 1000 Growth Index across various periods, indicating its success in capturing growth and targeting high-growth, high-profitability companies. The WisdomTree U.S. Quality Growth Index selects 100 U.S.

A Look at What's Driving the Outperformance of Our Quality Growth ETF

WisdomTree U.S. Quality Growth ETF uses a quality factor to measure companies' profitability, resulting in a tilt towards profitable growth stocks. QGRW has performed well, exceeding the Russell 1000 and S&P 500 indexes and other growth ETFs, driven by its overweight stance in mega-cap stocks and the technology sector. The Fund offers exposure to higher-growth companies while aiming to balance growth and profitability, making it an interesting opportunity for investors.

QGRW: A Tech-Heavy Growth ETF Outperforming The Broader Market

WisdomTree U.S. Quality Growth Fund has recently outperformed comparable large growth funds due to its holdings selection process. QGRW has a higher expense ratio and lower dividend yield than peer funds, but its current holdings mix outweighs these shortcomings. QGRW has a lower weight on Apple, heavier weight on Meta Platforms, and excludes Eli Lilly, which I argue provides competitive advantages over peer growth funds.

QGRW: Quality Growth ETF That Outshines Larger, More Popular Funds

The Nasdaq 100 ETF (QQQ) has been tough to keep pace with, gaining 25% since October, with mega-cap tech stocks performing well. WisdomTree U.S. Quality Growth Fund ETF (QGRW) offers a robust construction process for playing big-cap tech and the quality and growth themes. QGRW screens the top 500 US stocks for quality and growth characteristics, with the top 100 included in the index.

QGRW: Harnessing Quality And Growth Beyond The Magnificent Seven And Nasdaq 100

WisdomTree Bitcoin Fund

WisdomTree's Head of Distribution, Americas, Joe Grogan, sat down with VettaFi to discuss the firm's message to advisors, its digital assets and tokenization capabilities, model portfolios, and more at the recent ETF Exchange conference.

WisdomTree Distribution Leader Talks Advisors, Tokenization, ETFs

By Christopher Gannatti, CFA, Global Head of Research On January 25, 2024, I caught the following headline in The Wall Street Journal: Taylor Swift's Fans Swarm X to Combat AI Fakes of Singer1 If one looks at the picture of the world in January 2024, it's absolutely true that few things are bigger than Taylor Swift—but AI might

Riding the AI Revolution in 2024

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The S&P 500 may be hovering around all-time highs, but uncertainties still prevail in the market. Geopolitical crisis, China's property market crisis, uncertainties about interest rates and severe job cuts from the U.S. tech sector could cause economic slowdown.

3 Reasons Why Quality ETFs Worth a Bet

WisdomTree US Quality Dividend Growth Fund

By Matt Wagner, CFA, Associate Director, Research   It's been just over a year since the launch of the WisdomTree U.S. Quality Growth Fund (QGRW) in December 2022. This year's performance provided compelling evidence that looking under the hood at the nuances of index construction matters.

One Year Later: Recapping Quality Growth in 2023

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Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we look at ETF strategies that have exploded in popularity in 2023, and whether they will continue to gain momentum in the year ahead.

These ETF strategies were big winners in 2023. Here's where one CFRA analyst sees them going next year.

WisdomTree U.S. Quality Growth Fund is a new fund that combines quality and growth attributes in its investment approach. QGRW tracks the WisdomTree U.S. Quality Growth Index, comprising 100 large-cap growth firms with specific quality thresholds. The fund has outperformed similar ETFs and offers exposure to high-quality growth companies but has a high concentration in top holdings and the technology sector.

QGRW: Quality, Growth, Tech

The WisdomTree US quality growth fund ETF has outperformed the S&P 500 with a return of ~50% YTD, and growth funds too. The fund focuses on large-to-mid-cap US stocks that display both growth and quality characteristics, with top holdings, including Apple, Microsoft, Alphabet, NVIDIA, and Amazon. While some of its holdings could have a downside next year, broadly speaking it looks like a good one to Buy for the medium to long term.

QGRW Outperforms Growth ETFs

Many investors are very familiar, of course, with the Invesco QQQ Trust Series I ETF (QQQ). The strategy has operated for almost a quarter century now and is well-known among investors.

How Quality Growth ETF QGRW Outdoes QQQ

Is now the time for a quality growth ETF? With inflation coming in much cooler than expected, it may be time to take a closer look.

As Inflation Cools, Eye Quality Growth ETF QGRW

Is the rate hike fight finally settling in for that “higher for longer” regime markets have heard so much about? With news that the Federal Reserve held off on further hikes to start November, that might be the case.

As Rate Battle Settles, Eye a Quality Growth ETF

DGRW is a well-established dividend-oriented fund from WisdomTree whose performance has ranked fifth-best in its category this year. QGRW is a newer offering, selecting 100 high-quality growth stocks. This article explores the possibility of combining the two ETFs in equal weight and evaluates the combined portfolio's diversification, volatility, growth, valuation, yield, and quality features. I'll also compare DGRW/QGRW with SCHD/SCHG, a pairing I previously determined could potentially outperform the S&P 500 while offering investors greater flexibility to overweight a particular style.

DGRW/QGRW: A Dynamic Duo For Maximizing Returns?

Fears of a recession linger, despite the market rebound. Noted economist Jeremy Siegel says the economic landscape changed and a recession is now unlikely.

Billionaire Jeremy Siegal Says the Stock Market Is Headed for Record Highs. Here's What He Says About a Recession and How to Profit From These Trends.

Passively managed QGRW offers a fresh look at long-duration equity investing by adding capital efficiency screening. QGRW has delivered fairly outstanding gains since its inception in 2022, not simply clobbering IVV but also outmaneuvering QQQ. QGRW has a small earnings yield, which is not surprising assuming growth exposure and robust quality.

QGRW: Ambitious Debut, Beats Peers Since Its Inception, Concerns Remain

2023 is more than halfway complete, including a “mini bank crisis,” rising rates, and a soft vs. hard landing debate.

Quality Growth ETF QGRW a Top Five Low-Fee ETF

ETFs are being filed all the time, with last year seeing another crop of hundreds of strategies using the vehicle for its tax advantages and flexibility. Some ETFs hit the ground running from inception and can be a powerful tool in an advisor's arsenal when looking for a strategy with a runway to grow.

Digging Into Up-and-Coming Quality Growth ETF QGRW

For advisors who were tired of the Federal Reserve's fight against inflation and its impact on the economy, the last week's bank crisis may be the straw the breaks the camel's back. Investors of all stripes still want an equity exposure, whether those nearing retirement or clients just starting out.

News for Wisdomtree US Quality Growth Fund ETF (QGRW)