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WisdomTree US Growth & Momentum Fund WGRO

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

Morningstar’s Analysis WGRO

Will WGRO 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 WGRO’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WGRO 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 WGRO’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree US Growth& Momentum Fund’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WGRO

More WGRO Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Grand Canyon Education Inc

2.64
54,817
Consumer Defensive

Booking Holdings Inc

2.37
49,343
Consumer Cyclical

US Foods Holding Corp

2.10
43,749
Consumer Defensive

Atkore Inc

2.05
42,668
Industrials

Intuitive Surgical Inc

2.02
42,090
Healthcare

Howmet Aerospace Inc

2.02
41,949
Industrials

Madison Square Garden Sports Corp Class A

2.01
41,783
Communication Services

Broadcom Inc

2.00
41,529
Technology

Royal Caribbean Group

1.96
40,726
Consumer Cyclical

Insight Enterprises Inc

1.94
40,304
Technology