Blending Quality & Growth: A Suite Solution for Volatility

Is there wisdom in blending quality and growth? 

We discovered that, over time, higher quality stocks — or companies with higher operating profitability — tend to outpace lower quality stocks. Delivering better performance, with less volatility. 

This outperformance is greatest in higher growth market segments. And magnified in mid-cap and especially small-cap growth indexes, where unprofitable companies [can / might] comprise significant weight in an index. 

We leveraged those [findings/research] to create the suite of WisdomTree Quality Growth Funds: 

The WisdomTree 

U.S. Quality Growth Fund, ticker QGRW, 

U.S. MidCap Quality Growth Fund, ticker QMID, 

and U.S. SmallCap Quality Growth Fund, ticker QSML. 

The methodology for each respective index screens for companies with quality and growth characteristics so investors get outperformance potential in healthy markets, and greater resilience in periods of market decline, as the efficient operation of quality companies better equips them to weather economic storms.

Our suite of WisdomTree Quality Growth Funds delivers exposure to the U.S. large-cap (on-screen only: QGRW), mid-cap (on-screen only: QMID) and small market cap (on-screen only: QSML) stocks displaying strong quality and growth characteristics, by seeking companies with robust growth rates and profitability ratios.

Have you explored the wisdom of blending quality and growth?

To learn more, visit WisdomTree.com/Quality

Important Information

Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 866.909.9473 or visit WisdomTree.com/investments to view or download a prospectus. Investors should read the prospectus carefully before investing.

There are risks associated with investing, including possible loss of principal.

WisdomTree U.S. Quality Growth Fund (QGRW) There are risks associated with investing, including possible loss of principal. Growth stocks, as a group, may be out of favor with the market and underperform value stocks or the overall equity market. Growth stocks are generally more sensitive to market movements than other types of stocks. The Fund is non-diversified, as a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index or take defensive positions in declining markets and the Index may not perform as intended.

WisdomTree U.S. MidCap Quality Growth Fund (QMID): Growth stocks, as a group, may be out of favor with the market and underperform value stocks or the overall equity market. Growth stocks are generally more sensitive to market movements than other types of stocks. The Fund is non-diversified, as a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index or take defensive positions in declining markets and the Index may not perform as intended. The fund invests primarily in the securities of mid-capitalization companies. As a result, the Fund's performance may be adversely affected if securities of these companies underperform securities of other capitalization ranges or the market as a whole. Securities of mid-capitalization companies are often less tables and more vulnerable to market volatility and adverse economic developments than securities of larger companies, but mid-capitalization companies may also underperform the securities of small-capitalization companies because medium capitalization companies are more mature and are subject to slower growth during economic expansion. The Fund is new and has limited operating history.

WisdomTree U.S. SmallCap Quality Growth Fund (QSML): Growth stocks, as a group, may be out of favor with the market and underperform value stocks or the overall equity market. Growth stocks are generally more sensitive to market movements than other types of stocks. Funds focusing their investments on certain sectors and/or smaller companies increase their vulnerability to any single economic or regulatory development.  This may result in greater share price volatility.  The Fund is non-diversified, as a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit. The Fund does not attempt to outperform its Index or take defensive positions in declining markets and the Index may not perform as intended. The securities of small-capitalization companies generally trade in lower volumes and are subject to greater and more unpredictable price changes than larger capitalization stocks or the stock market as a whole. Small-capitalization companies may be particularly sensitive to adverse economic developments as well as changes in interest rates, government regulation, borrowing costs and earnings. The Fund is new and has limited operating history.

Please read each Fund’s prospectus for specific details regarding each Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S.