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QGRWWisdomtree U.S. Quality Growth Fund

Grow my money3y track recordRanked #409 of 2,998 in this goal

Tracks the price and yield performance of the WisdomTree U.S. Quality Growth Index.

By WisdomTree · Launched 2022

Annual Cost

0.28%

#1,253 of 5,861 · low cost

Fund Size

$2.7B

#641 of 5,861 · large

Return (1Y)Goal

+20.0%

Track Record

3 years

#2,817 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,997+20.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Index tracked

WisdomTree US Quality Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.6% of fundmoderately concentrated

NVIDIA Corp.
14.6%
Alphabet Inc.
8.8%
Meta Platforms Inc
6.9%
Apple Inc.
6.9%
Microsoft Corp.
6.6%
Amazon.com, Inc.
4.5%
Broadcom Inc
3.5%
Eli Lilly & Co.
2.9%
Tesla Inc
2.7%
Micron Technology Inc.
2.2%

Asset allocation

Stocks
100.0%

By sector

Technology
50.7%
Communication
15.4%
Consumer Cyclical
13.4%
Industrials
9.3%
Healthcare
5.5%
Financial Services
3.7%
Utilities
0.9%
Consumer Defensive
0.5%
Other
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.5%Moderate

Year-on-year price swings

Max drawdown
-24.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.40Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree U.S. Quality Growth Index.
Strategy
Employs a passive management investment approach using representative sampling to track the WisdomTree U.S. Quality Growth Index. Invests in U.S. large-cap and mid-cap companies with high scores in growth and quality factors, with significant exposure to Information Technology, Consumer Discretionary, and Communication Services sectors.
Inception date
December 13, 2022
Fund family
WisdomTree

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Data updated on 2026-08-04