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WisdomTree U.S. Quality Growth ETF QGRW

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis QGRW

Will QGRW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QGRW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QGRW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree U.S. Quality Growth ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings QGRW

More QGRW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.97 50.6 Mil
Technology

Microsoft Corp

10.88 50.2 Mil
Technology

Apple Inc

10.78 49.8 Mil
Technology

Alphabet Inc Class A

6.57 30.3 Mil
Communication Services

Amazon.com Inc

5.50 25.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.82 17.6 Mil
Communication Services

Eli Lilly and Co

3.51 16.2 Mil
Healthcare

Tesla Inc

3.37 15.6 Mil
Consumer Cyclical

Broadcom Inc

3.07 14.2 Mil
Technology

Visa Inc Class A

2.24 10.3 Mil
Financial Services