QSML

WisdomTree U.S. SmallCap Quality Growth Fund

$27.63
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The WisdomTree U.S. SmallCap Quality Growth Fund (QSML) seeks to track the performance of U.S. small-cap companies that exhibit both quality and growth characteristics.

Overview

ETF tracking WisdomTree U.S. SmallCap Quality Growth Fund

Category Small Cap
Issuer WisdomTree
Inception Date 2024-01-25
Market Cap $9.0M
Average Volume N/A
Dividend Yield 0.32%
52-Week Range $21.27 - $29.86
VWAP $27.49

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree U.S. SmallCap Quality Growth Fund (QSML) seeks to track the performance of U.S. small-cap companies that exhibit both quality and growth characteristics.

🎯 Investment Strategy

The fund uses a rules-based index methodology to select and weight small-cap stocks based on a combined quality and growth score. The goal is to provide exposure to small-cap companies with strong fundamentals and growth potential.

✨ Key Features

  • Focuses on small-cap U.S. stocks with a quality and growth tilt
  • Employs a transparent, rules-based index methodology
  • Diversified portfolio of approximately 200 small-cap stocks
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Increased volatility and risk compared to broader market due to small-cap exposure
  • Potential underperformance if small-cap or growth stocks fall out of favor
  • Concentration in specific sectors or industries based on quality and growth factors
  • Liquidity risk for less-traded small-cap stocks

👤 Best For

This ETF may be suitable for long-term investors seeking exposure to the small-cap segment of the U.S. equity market with a focus on quality and growth characteristics. It could be used as a core or satellite holding in a diversified portfolio.