WisdomTree U.S. Growth & Momentum Fund (WGRO)

NASDAQ: WGRO · IEX Real-Time Price · USD
-0.37 (-1.98%)
Sep 29, 2022 4:00 PM EDT - Market closed
Assets $2.94M
NAV $18.36
Expense Ratio 0.55%
PE Ratio 11.84
Shares Out 160,000
Dividend (ttm) n/a
Dividend Yield n/a
Ex-Dividend Date n/a
1-Year Return -28.19%
Volume n/a
Open 18.43
Previous Close 18.73
Day's Range 18.43 - 18.49
52-Week Low 17.30
52-Week High 29.51
Beta 1.36
Holdings 70
Inception Date Jun 24, 2021

About WGRO

The fund employs a passive management – or indexing – investment approach designed to track the performance of the index. The index is provided by O'Neil Global Advisors, Inc. and is comprised of mid- and large-capitalization companies that provide exposure to a portfolio of high growth and momentum U.S. exchange-listed companies. The fund is non-diversified.

Asset Class Equity
Region North America
Issuer WisdomTree Investments
Stock Exchange NASDAQ
Ticker Symbol WGRO
Index Tracked O'Neil Growth Index

Top 10 Holdings

21.83% of assets
Name Symbol Weight
World Wrestling Entertainment WWE 2.33%
Merck & Co. MRK 2.31%
FTI Consulting FCN 2.29%
Insight Enterprises NSIT 2.23%
The Hershey Company HSY 2.18%
CACI International CACI 2.17%
Vertex Pharmaceuticals VRTX 2.11%
AutoZone AZO 2.09%
Hostess Brands TWNK 2.08%
Ritchie Bros Auctioneers Inc RBA.TO 2.05%
View More Holdings


Stacking Returns Strategies for Overcoming a Low Return Environment

Despite the recent pullback, many advisors are concerned about valuations in global equity markets. But in the current yield environment, simply diversifying into bonds isn't particularly attractive.

Other symbols: ROMO
8 months ago - ETF Trends

Aggressive Growth, Momentum ETF Is Refreshed

The WisdomTree U.S. Growth & Momentum Fund (WGRO) debuted in June, and while the rookie exchange traded fund is an index-based strategy, it is frequently rebalanced. WGRO, which tracks the O'Neil Growth...

10 months ago - ETF Trends

The strategy behind WisdomTree's new growth and momentum ETF

Taking advantage of downtrodden growth stocks is core to WisdomTree's latest exchange-traded fund strategy, says the firm's global head of research.

1 year ago - CNBC

WisdomTree's new ETF bets on growth and momentum. The strategy behind it

WisdomTree global head of research Jeremy Schwartz and WallachBeth Capital managing director Andrew McOrmond discuss WisdomTree's new growth and momentum-focused ETF and the growth vs. value debate with...

1 year ago - CNBC Television

ETF Edge, July 12, 2021

CNBC's Bob Pisani tracks the latest headlines in exchange-traded funds with WisdomTree's Jeremy Schwartz, WallachBeth Capital's Andrew McOrmond and Morgan Creek Capital Management's Mark Yusko.

1 year ago - CNBC Television

Fundamentals vs. market cap: Evaluating ETF weighting effectiveness

WisdomTree global head of research Jeremy Schwartz and Morgan Creek Capital Management CEO and chief investment officer Mark Yusko weigh in on the most effective ways to weight ETF portfolios. With CNBC...

1 year ago - CNBC Television

ETF Edge: WisdomTree's latest push to chase momentum

Jeremy Schwartz of WisdomTree Asset Management and Andrew McOrmond of WallachBeth Capital join CNBC's Bob Pisani to discuss the the latest ETF chasing momentum stocks.

1 year ago - CNBC Television