WTQGRW

WisdomTree U.S. Quality Growth Index

The WisdomTree U.S. Quality Growth Index is a market-cap weighted index that consists of companies with quality and growth characteristics. The top 500 U.S. companies by market capitalization are ranked on a composite score of two fundamental factors: growth and quality, which are equally weighted. The Index is comprised of the 100 U.S. companies with the highest composite scores. The growth factor is determined by a company's ranking based on a 50% weight in its median analyst earnings growth forecast, a 25% weight in its trailing 5-year EBITDA (i.e., earnings before interest, taxes, depreciation and amortization) growth and a 25% weight in its trailing 5-year sales growth. The quality factor is determined by a company's ranking based on a 50% weight to each of its trailing 3-year average return on equity and trailing 3-year average return on assets. The index was established with a base value of 200 on November 30, 2022.

Index Facts

Index Facts
As of 04/22/2024
Bloomberg Index Symbol WTQGRW
Exchange Index Symbol
Index Inception Date 11/30/2022
Base Index Value 200
Number of Components in Index 100
Current Index Value 300.51
Total Return Index Closing Value 302.93
Total Index Market Capitalization ($ Trillion) 17.72
Index MarketCap Breakdown
Large Cap (> $10 Billion) 99.92%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 0.08%
Small Cap (< $2 Billion) 0.00%

Index Statistics

Index Statistics
As of 04/22/2024
Dividend Yield 0.49
Price/Earnings 36.08
Estimated Price/Earnings 28.74
Price/Book 11.34
Price/Sales 6.46
Price/Cash Flow 25.18
Gross Buyback Yield 1.64
Net Buyback Yield 1.54

Top Components

As of 04/22/2024
*Holdings are subject to change without notice.

Industry Group Breakdown

As of 04/22/2024
*Sectors are subject to change without notice

Country Allocation

As of 04/22/2024
Country Allocation
Country Weight
1. United States 100.00%

Definitions

  • Index Dividend Yield is a measure of the annual dividends of the shares of all Index components divided by the Index value.
  • Price/Book Ratio is a ratio used to compare a stock's market value to its book value.
  • Price/Earnings Ratio is a valuation ratio of a company's current share price compared to its per-share earnings.
  • Estimated Price/Earnings is a valuation ratio of a company's current share price compared to the consensus estimates for per-share earnings over the next 12 months.
  • Price/Cash Flow Ratio is a measure of the market's expectations of a firm's future financial health.
  • Price/Sales Ratio is a ratio for valuing a stock relative to its own past performance, other companies or the market itself.
  • The S&P 500 Index is a capitalization-weighted index of 500 stocks selected by the Standard & Poors Index Committee designed to represent the performance of the leading industries in the United States economy.
  • The Russell Mid-cap Index measures the performance of the 800 smallest companies in the Russell 1000 Index.
  • The S&P MidCap 400 Index is a capitalization weighted index which measures the performance of the mid-cap range of the U.S. stock market with stocks selected by the Standard & Poors Index Committee.
  • Total Return Index Values assume reinvestment of dividends after the deduction of withholding taxes, which apply to non-U.S. dividends.
  • Gross Buyback Yield is the amount of a company’s gross share repurchase over the past year to its market capitalization.
  • Net Buyback Yield is the amount of a company’s net share repurchase over the past year to its market capitalization.
  • You cannot invest directly in an index.