WisdomTree U.S. MidCap Quality Growth Fund (QMID)

Overview

The fund described focuses on investing predominantly in mid-cap companies based and headquartered in the United States. By adhering to the guidelines set forth by its index provider, it dedicates at least 80% of its net assets to securities featured within its designated index. These securities are specifically chosen based on market-capitalization criteria established by the index provider, ensuring a focused investment strategy targeting mid-sized U.S. companies. This approach aims to leverage the growth potential and financial dynamics distinctive to mid-cap entities, making it an appealing option for investors looking to diversify their investment portfolio with a mix of stability and growth opportunities inherent in mid-cap investments.

Products and Services

• Constituent Securities Investment
  The core service of the fund is investing in the constituent securities of its index, which are selected based on the index provider’s market-capitalization selection parameters. This service focuses on allocating at least 80% of the fund's net assets into securities issued by mid-cap companies that are incorporated and headquartered in the United States. Through this focused investment strategy, the fund aims to provide investors access to the growth potential and market dynamics of mid-sized U.S. enterprises.
• Market-Capitalization Based Selection
  Another fundamental aspect of the fund's investment strategy is its reliance on the market-capitalization selection parameters defined by its index provider. This method ensures that the fund is consistently invested in mid-cap companies that match a specific financial metric and size criterion. By focusing on companies that fit within these predefined market-capitalization parameters, the fund seeks to maintain a portfolio that is reflective of the mid-cap market segment, thereby aiming to capture the unique investment opportunities it offers.