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WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund (WTV)WTV
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Upturn Advisory Summary
09/13/2024: WTV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.59% | Upturn Advisory Performance  3 | Avg. Invested days: 40 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/13/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.59% | Avg. Invested days: 40 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/13/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 14232 | Beta 0.97 |
52 Weeks Range 57.33 - 78.70 | Updated Date 09/19/2024 |
52 Weeks Range 57.33 - 78.70 | Updated Date 09/19/2024 |
AI Summarization
ETF WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund (DHS)
Profile:
DHS is an actively managed ETF that invests in high-quality U.S. companies with a focus on generating income through dividends and capital appreciation. It mainly targets large-cap stocks across various sectors, with a tilt towards financials, healthcare, and consumer discretionary.
Objective:
The primary objective of DHS is to provide investors with a high level of current income and long-term capital appreciation through a diversified portfolio of dividend-paying U.S. stocks.
Issuer:
WisdomTree Investments, Inc. is a global asset manager with over $100 billion in assets under management. The company has a strong reputation for innovation and expertise in thematic and sector-specific ETFs.
Market Share:
DHS has a relatively small market share in the dividend ETF space, with approximately $375 million in assets under management.
Total Net Assets:
As of November 15, 2023, DHS has approximately $375 million in total net assets.
Moat:
DHS's competitive advantage lies in its focus on high-quality companies with a strong track record of dividend payments. The ETF also benefits from WisdomTree's active management approach, which allows for flexibility in portfolio construction and security selection.
Financial Performance:
DHS has historically outperformed its benchmark, the Russell 1000 Value Index, over various timeframes.
Growth Trajectory:
The ETF's growth trajectory is tied to the performance of the U.S. stock market and the overall dividend-paying landscape.
Liquidity:
DHS has an average daily trading volume of approximately 35,000 shares, indicating moderate liquidity.
Market Dynamics:
Factors such as interest rate hikes, economic growth, and sector performance can impact the ETF's market environment.
Competitors:
Key competitors include VYM (Vanguard High Dividend Yield ETF), SCHD (Schwab U.S. Dividend Equity ETF), and DVY (iShares Select Dividend ETF).
Expense Ratio:
DHS has an expense ratio of 0.38%.
Investment Approach and Strategy:
The ETF employs a quantitative screening process to identify high-quality companies with strong dividend yields and consistent payout histories.
Key Points:
- High dividend yield potential
- Focus on quality companies
- Active management approach
- Moderate liquidity
Risks:
- Market volatility risk
- Dividend yield fluctuations
- Sector-specific risks
Who Should Consider Investing?
DHS is suitable for investors seeking:
- High current income
- Long-term capital appreciation
- Diversification within their dividend-focused portfolio
Fundamental Rating Based on AI:
Based on an AI-powered analysis of the ETF's fundamentals, including financial health, market position, and future prospects, DHS receives a rating of 7.5 out of 10. This indicates a strong overall fundamental profile with potential for continued growth.
Resources and Disclaimers:
Data for this analysis was gathered from WisdomTree Investments, ETF.com, and Morningstar. This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund
The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.
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