The takeaway
WisdomTree Trust - WisdomTree U.S. Quality Growth Fund shows a moderate seasonal pattern over 4 years of data — strongest in May (+7.4%) and softest in December (+0.2%).
Right now
In July, the fund has risen 67% of years, averaging +1.6%, roughly 0.6 pts behind the S&P 500.
The full picture
WisdomTree Trust - WisdomTree U.S. Quality Growth Fund's most dependable month has been May, higher in 3 of 3 years; December has been its least reliable, up just 25% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | ||||||||||||
| Median return % | ||||||||||||
| 2025 | ||||||||||||
| 2024 | ||||||||||||
| 2023 | ||||||||||||
| 2022 | — | — | — | — | — | — | — | — | — | — | — |
Month by month
The fund's clearest edge over the S&P 500 lands in May (+6.7 pts); it has trailed the market most in April (−2.4 pts).
“vs S&P” is WisdomTree Trust - WisdomTree U.S. Quality Growth Fund’s average for a month minus the S&P 500’s average for that same month — isolating WisdomTree Trust - WisdomTree U.S. Quality Growth Fund’s own seasonal edge from broad market drift.
Reality check
Over the last 3 years, May has closed higher 100% of the time versus 100% across the last 4 years — the pattern is holding.
Figures are the typical (median) May return and how often it rose — the last 3 years versus the last 4(the heatmap’s default window). This verdict stays anchored to that 4-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
Dependability is the through-line here. May stands out, higher in all 3 Mays, but it heads a clutch of months that pull the year reliably upward.
Its average (+7.4%) and median (+7.5%) land within a hair of each other — the tell of steady, year-after-year gains rather than one outlier doing the work. It is also the calendar's calmest month, its returns swinging least from year to year (a 0.3% spread), and even its worst May in 4 years lost only 7.0% — the gentlest downside anywhere on its calendar. Crucially, the gain is the fund's own rather than a rising tide's: May has cleared the S&P 500 by +6.7 points above the index. That consistency sets it apart from the field, where the average stock manages May only about 55% of the time.
The strength clusters rather than stands alone — March–November forms a firm stretch that carries much of the year. At the other end of the calendar, December is the year's quietest corner, essentially flat on average, and the edge isn't year-round — the fund has trailed the S&P 500 in April, December, and July.
The takeaway is less about when to buy than what to expect: May aside, the fund's months offer little reliable tilt. With a short 4-year record, the signal is best held loosely.
Short answers on the fund's best month (May), its worst (December), and whether it really trades seasonally.
Yes, to a moderate degree. Since 2022 its best month (May, +7.4%) has run well ahead of its worst (December, +0.2%) — the heatmap above shows how steady that gap has been year to year.
May has been the strongest, averaging +7.4% and closing higher in all 3 years on record since 2022.
It's the weakest month, but it has still averaged a small gain (+0.2%) — quiet rather than genuinely bad.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade