WisdomTree Inc (WT) Daily/Weekly Backtest Results
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.
Calculations for WisdomTree
Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.
Expectancy calculation for 7 signal(s) occurring before 08 May 2024 for a 7.5% profit target: (100% * 8.80%) + (0% * 0%) - (0% * 0%) = 8.80%.
Wins: 7 Breakevens: 0 Losses: 0
To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.
The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.
WisdomTree Analysis
Market sector: Financials.
External links: Seeking Alpha Research, Zacks Research.
These links may show useful information about why a stock's price has fallen significantly.
MegaDump Lite Backtest Summary (Fixed Profits System)
This table summarises how profitable it would have been to have bought this stock at each MegaDump Lite entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.
Key:
= profit point not achieved.
= profit point achieved with CAGR above 15%.
= profit point achieved with CAGR of between 5% and 15%.
= profit point achieved but CAGR was less than 5%.
| Signal Date and Score | Buy Signal | Price | Performance (mouseover for details) | ||||
|---|---|---|---|---|---|---|---|
| 5% | 6% | 7.5% | 10% | 20% | |||
| 27 April 2026 LOW smart_toy0.587 | Mega Dump Lite | $ 16.48 | |||||
| 25 March 2026 MEDIUM smart_toy0.814 | Mega Dump Lite | $ 14.60 | |||||
| 09 December 2025 MEDIUM smart_toy0.752 | Mega Dump Lite | $ 11.70 | |||||
| 07 November 2025 MEDIUM smart_toy0.739 | Mega Dump Lite | $ 11.61 | |||||
| 06 October 2025 MEDIUM smart_toy0.816 | Mega Dump Lite | $ 13.80 | |||||
| 06 August 2025 MEDIUM smart_toy0.772 | Mega Dump Lite | $ 12.90 | |||||
| 24 April 2025 MEDIUM smart_toy0.952 | Mega Dump Lite | $ 8.57 | |||||
| 24 March 2025 MEDIUM smart_toy0.768 | Mega Dump Lite | $ 8.96 | |||||
| 18 February 2025 MEDIUM smart_toy0.807 | Mega Dump Lite | $ 9.60 | |||||
| 14 January 2025 MEDIUM smart_toy0.959 | Mega Dump Lite | $ 9.29 | |||||
| 11 December 2024 MEDIUM smart_toy0.738 | Mega Dump Lite | $ 11.57 | |||||
| 13 September 2024 MEDIUM smart_toy0.723 | Mega Dump Lite | $ 9.52 | |||||
| 12 August 2024 MEDIUM smart_toy0.681 | Mega Dump Lite | $ 9.86 | |||||
| 24 May 2024 MEDIUM smart_toy0.481 | Mega Dump Lite | $ 9.88 | |||||
| 22 April 2024 MEDIUM smart_toy0.639 | Mega Dump Lite | $ 8.86 | |||||
| 06 February 2024 MEDIUM smart_toy0.77 | Mega Dump Lite | $ 6.92 | |||||
| 05 December 2023 LOW smart_toy0.619 | Mega Dump Lite | $ 6.64 | |||||
| 02 November 2023 LOW smart_toy0.862 | Mega Dump Lite | $ 6.30 | |||||
| 14 August 2023 LOW smart_toy0.92 | Mega Dump Lite | $ 6.72 | |||||
| 11 July 2023 LOW smart_toy0.838 | Mega Dump Lite | $ 6.80 | |||||
| 21 March 2023 LOW smart_toy0.475 | Mega Dump Lite | $ 5.76 | |||||
The data for WisdomTree Inc (exchange: XNAS symbol: WT) was last updated 15 May 2026 23:40. Data for this stock is available from 07 Nov 2022 - 15 May 2026.