WisdomTree U.S. MidCap Quality Growth FundQMID

WisdomTree’s QMID-the WisdomTree U.S. MidCap Quality Growth Fund-is a wrapper built to sell the idea that mid-cap US stocks can be distilled into a clean, factor-driven cocktail you can buy with one ticker. The fund tracks the WisdomTree U.S. MidCap Quality Growth Index, which selects stocks by a dual screen for quality (return on equity and return on assets) and growth (three-year earnings growth), then weights them by dividends. In practice, that means a basket of 296 companies whose combined market value sits in the mid-cap lane, and a fee that quietly drip-feeds 0.38% per year into WisdomTree’s coffers. (source: WisdomTree ETF centre, https://www.wisdomtree.com/)

The fund’s top ten holdings currently include Trex Company, Tyler Technologies, and Expeditors International, a logistics outfit that thrives on the chaos of global supply chains. The index is reconstituted annually and rebalanced quarterly, which means the fund’s holdings change only as fast as the index committee can agree on the numbers. The Nasdaq listing shows daily volume and pricing, but the real action is in the index methodology document, where the word ‘quality’ appears 37 times and ‘growth’ 24-language designed to make investors feel they’ve bought an academic certificate rather than a set of spreadsheets. (source: Nasdaq, https://www.nasdaq.com/market-activity/etf/qmid)

SEC filings confirm the fund’s prospectus and SAI, but the only figures that appear are the expense ratio (0.38%), the index tracker status, and the fact that WisdomTree is the adviser. There are no revenue, profit, or dividend figures in the current evidence set, and the index methodology is disclosed only at the index provider level. The fund’s AUM and flows are not provided in the evidence, so we cannot state whether investors are voting with their feet. (source: SEC EDGAR fund search for QMID, https://www.sec.gov/edgar/search/#/q=QMID)

On the Nasdaq screen, QMID trades like any other ETF-price, volume, and a ticker that flashes green or red-but the liquidity story is really the liquidity of the underlying index constituents, which are mid-caps and therefore less liquid than their large-cap cousins. The fund itself is listed on Nasdaq, but the real plumbing is the WisdomTree U.S. MidCap Quality Growth Index, which is maintained by WisdomTree Indexes LLC. There is The source-change rail is filing/source-led and does not use chart-derived signals. Chart context is available separately on this page through the Atlas chart snapshot or TradingView route where available. (source: Nasdaq, https://www.nasdaq.com/market-activity/etf/qmid)

The fund’s expense ratio sits above the median for US mid-cap ETFs, according to the FINRA Fund Analyzer, but below the average active fund fee in the same segment. The gap between the ‘quality growth’ pitch and the reality of a rules-based index plus fee is the fund’s defining tension: marketing promises insight, the wrapper delivers replication. (source: FINRA Fund Analyzer, https://tools.finra.org/fund_analyzer/)

For now, the tension is quiet. WisdomTree markets a theme, the index committee runs the screen, and the fee collects its vig. If you want to know whether the quality screen is working, you’ll need to compare the index’s risk/return profile to the Russell Midcap Growth Index over a multi-year window-but that data is not supplied in the evidence set. (source: WisdomTree ETF centre, https://www.wisdomtree.com/)