WisdomTree U.S. Quality Growth Fund

Frequently Asked Questions About QGRW

What does QGRW invest in?

The WisdomTree U.S. Quality Growth Fund (QGRW) tracks a market-capitalization weighted index that comprises 100 leading American corporations. These companies are selected from both the large and mid-cap segments, identified by achieving the highest overall scores across two equally weighted core criteria: growth potential and fundamental quality. If the underlying index allocates a significant portion (25% or more) of its total assets to a specific industry or group of industries, the fund is mandated to replicate this sector concentration. It is important to note that this fund is considered non-diversified.

What is the expense ratio of QGRW?

WisdomTree U.S. Quality Growth Fund (QGRW) charges an expense ratio of 0.28%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QGRW?

WisdomTree U.S. Quality Growth Fund (QGRW) manages $3.20B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is QGRW actively managed or an index fund?

QGRW is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (QGRW's is 0.28%) because there's no security selection cost.

When was QGRW launched?

WisdomTree U.S. Quality Growth Fund (QGRW) launched in December 2022 and is managed by WisdomTree.

How has QGRW performed?

QGRW's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.