(WTDM) WisdomTree US Quality - Ratings and Ratios
US Stocks, Dividend, Growth Stocks, Quality Stocks
Description: WTDM WisdomTree US Quality
The WisdomTree US Quality Dividend Growth UCITS ETF is an exchange-traded fund listed on XETRA, tracking the Morningstar US High Div Yld NR USD index. As a US Equity Income ETF, it provides investors with exposure to high-dividend-yielding US stocks.
The funds investment strategy focuses on quality dividend growth, aiming to capture the performance of US companies with a history of dividend payments and growth potential. By tracking the Morningstar US High Div Yld NR USD index, the ETF provides a diversified portfolio of high-dividend-yielding stocks in the US market.
To evaluate the ETFs performance, key metrics to consider include dividend yield, expense ratio, and tracking error. A high dividend yield indicates the funds ability to generate income for investors, while a low expense ratio suggests cost-effectiveness. A low tracking error implies that the ETF closely follows its underlying index.
From a technical analysis perspective, the ETFs price action can be assessed using indicators such as relative strength index (RSI) and Bollinger Bands. These indicators can help identify trends, overbought/oversold conditions, and potential breakouts.
To further analyze the ETFs performance, we can examine its alpha, beta, and Sharpe ratio. Alpha measures the funds excess return relative to its benchmark, while beta assesses its systematic risk. The Sharpe ratio evaluates the ETFs risk-adjusted return, providing insights into its overall performance.
Additional Sources for WTDM ETF
WTDM ETF Overview
Market Cap in USD | 282m |
Category | US Equity Income |
TER | 0.33% |
IPO / Inception | 2016-06-03 |
WTDM ETF Ratings
Growth Rating | 59.4 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -12.2 |
Analysts | - |
Fair Price Momentum | 40.93 EUR |
Fair Price DCF | - |
WTDM Dividends
Currently no dividends paidWTDM Growth Ratios
Growth Correlation 3m | 65.4% |
Growth Correlation 12m | -28% |
Growth Correlation 5y | 96.6% |
CAGR 5y | 14.07% |
CAGR/Max DD 5y | 0.68 |
Sharpe Ratio 12m | 0.77 |
Alpha | -8.28 |
Beta | 0.664 |
Volatility | 12.22% |
Current Volume | 1k |
Average Volume 20d | 1.2k |
Stop Loss | 42.1 (-3.2%) |
As of August 05, 2025, the stock is trading at EUR 43.49 with a total of 1,038 shares traded.
Over the past week, the price has changed by -0.92%, over one month by +2.31%, over three months by +6.44% and over the past year by +8.40%.
Partly, yes. Based on ValueRay´s Analyses, WisdomTree US Quality (XETRA:WTDM) is currently (August 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.39 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WTDM is around 40.93 EUR . This means that WTDM is currently overvalued and has a potential downside of -5.89%.
WisdomTree US Quality has no consensus analysts rating.
According to our own proprietary Forecast Model, WTDM WisdomTree US Quality will be worth about 48.1 in August 2026. The stock is currently trading at 43.49. This means that the stock has a potential upside of +10.53%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 48.1 | 10.5% |