QSY : WisdomTree U.S. Quality Shareholder Yield Fund

QSY is a US Stocks Market Large Value with LOW fees.

QSY

WisdomTree U.S. Quality Shareholder Yield Fund

FI Score

53 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

53% FI Score
  • qsy
  • ETF
  • US Stocks
  • Large Value

WisdomTree U.S. Quality Shareholder Yield Fund

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks income and capital appreciation. The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.

Largest Holdings

Amount Holding
1.83% eBay Inc
1.59% DaVita Inc
1.50% Cisco Systems, Inc
1.41% Evergy, Inc
1.41% Oracle Corporation
1.39% Altice USA, Inc
1.31% NRG Energy, Inc
1.27% Starbucks Corporation
1.22% Waters Corporation
1.21% CSX Corporation

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