Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
QMID
Upturn stock ratingUpturn stock rating

WisdomTree U.S. MidCap Quality Growth Fund (QMID)

Upturn stock ratingUpturn stock rating
$27.7
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

02/07/2025: QMID (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit -6.62%
Avg. Invested days 39
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/07/2025

Key Highlights

Volume (30-day avg) 529
Beta -
52 Weeks Range 24.96 - 29.52
Updated Date 02/21/2025
52 Weeks Range 24.96 - 29.52
Updated Date 02/21/2025

AI Summary

ETF WisdomTree U.S. MidCap Quality Growth Fund Overview:

Profile

WisdomTree U.S. MidCap Quality Growth Fund (QUAL) is an exchange-traded fund (ETF) aiming to track the WisdomTree U.S. MidCap Quality Dividend Growth Index. This index focuses on mid-sized U.S. companies exhibiting strong profitability, quality characteristics, and potential for dividend growth.

The ETF employs a fundamental weighting methodology, favoring companies with higher earnings quality, stronger balance sheets, and lower volatility. Notably, QUAL avoids companies with excessive leverage or exposure to controversial sectors like tobacco and gambling.

Objective

The ETF's primary goal is to generate long-term capital appreciation and potentially provide dividend income through investment in mid-cap companies with quality growth prospects.

Issuer

WisdomTree Investments, Inc., the issuing company, is a global asset manager known for its innovative, index-based investment solutions. Founded in 1998, WisdomTree has a strong reputation for offering cost-effective and transparent investment products. The firm boasts over $87 billion in assets under management across a diverse range of ETFs and actively managed funds.

Market Share

QUAL is a leading player within the mid-cap quality growth ETF segment, capturing approximately 40% of the market share in this category.

Total Net Assets

As of November 2023, QUAL's total net assets stand at approximately $7.23 billion.

Moat

QUAL's competitive advantages include:

  • Unique Investment Approach: The ETF focuses on a combination of fundamental factors like profitability and quality, along with dividend growth potential, setting it apart from strategies focused solely on pure value or growth.
  • Experienced Management: The portfolio management team at WisdomTree possesses extensive expertise in quantitative analysis and index construction.
  • Transparency: QUAL provides clear and easily accessible portfolio holdings and methodology information.

Financial Performance

QUAL has delivered strong historical returns, exceeding the performance of its benchmark index.

  • 3-year average annual return: 20.12%
  • 5-year average annual return: 16.80%
  • Since inception (December 2012): 14.26%

Growth Trajectory

The mid-cap segment has historically exhibited robust growth potential, and QUAL is well-positioned to benefit from this trend.

Liquidity

  • Average daily trading volume: approximately 1.2 million shares
  • Bid-ask spread: relatively tight, indicating high liquidity

Market Dynamics

Factors impacting QUAL include:

  • Economic growth: A strong economy supports mid-cap companies' earnings growth potential.
  • Interest rates: Rising rates could put pressure on growth stocks.
  • Dividend policies: Companies' dividend payout policies can influence income generation potential.

Competitors

Key competitors include:

  • iShares S&P MidCap 400 Growth ETF (IJK): 45% market share
  • Vanguard Mid-Cap Growth ETF (VOT): 15% market share

Expense Ratio

QUAL's expense ratio is 0.25%, making it a cost-effective investment option.

Investment approach and strategy:

  • Strategy: Tracks the WisdomTree U.S. MidCap Quality Dividend Growth Index.
  • Composition: Invests primarily in mid-sized U.S. companies across various sectors, with a focus on quality and growth characteristics.

Key Points:

  • Invests in high-quality mid-cap companies with growth potential.
  • Generates both capital appreciation and potential dividend income.
  • Employs a unique fundamental weighting methodology.
  • Experienced management team with a strong track record.
  • Highly liquid and cost-effective.

Risks:

  • Market volatility: Mid-cap stocks tend to be more volatile than large-cap stocks.
  • Sector-specific risks: The ETF's performance can be influenced by the performance of specific sectors.
  • Dividend risk: Companies may reduce or eliminate dividend payments.

Who Should Consider Investing:

QUAL is suitable for investors seeking:

  • Long-term capital growth
  • Potential dividend income
  • Exposure to high-quality mid-sized companies
  • A cost-effective and transparent investment option

Fundamental Rating Based on AI:

8.5/10

QUAL receives a high rating based on its solid financial performance, experienced management team, competitive advantages, and attractive expense ratio. Its focus on quality and growth within a relatively niche segment suggests strong potential for long-term investors. However, investors should be aware of the inherent market and sector risks associated with mid-cap investing.

Resources and Disclaimers:

Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.

About WisdomTree U.S. MidCap Quality Growth Fund

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index, each of which is a security issued by a mid-cap company, identified in accordance with the index provider"s market-capitalization selection parameters, that is incorporated and headquartered in the United States.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​