DGRW

WisdomTree US Quality Dividend Growth Fund
A

70
  • Overview
  • Efficiency
  • Tradability
  • Fit

DGRW Fund Description

The WisdomTree U.S. Quality Dividend Growth ETF tracks the performance of the WisdomTree US Dividend Growth Index by investing in large- and midcap dividend-paying US common stocks with growth characteristics.

DGRW Factset Analytics Insight

DGRW is a dividend play with a twist: It focuses on potential for dividend growth as opposed to backward-looking dividend increases. It does this by mixing forward-looking earnings estimates with historical ROA and ROE growth in its selection process. The goal is to increase coverage of firms who will be larger players in the dividend market moving forward. The resulting portfolio skews toward larger firms with an accompanying lower beta, and toward consumer and industrial stocks. The fund's portfolio yield edges our benchmark, but sister fund DTD delivers more. DGRW trades well, with small spreads for retail investors and excellent underlying liquidity for larger investors. Its expense ratio is in line with other dividend-seeking funds, and tracking is in line with its fee.

DGRW MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of December 12, 2017 the WisdomTree US Quality Dividend Growth Fund MSCI ESG Fund Quality Score is 5.73 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DGRW ranks in the 92nd percentile within its peer group and in the 61st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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DGRW Top 10 Countries

DGRW Top 10 Sectors

DGRW Top 10 Holdings View All

DGRW Summary Data

WisdomTree
05/22/13
Open-Ended Fund
0.28%
$1.90B
$6.39M
0.04%

DGRW Portfolio Data

$167.19B
21.34
5.54
1.67%
12/26/17
287

DGRW Index Data

Dividends
Multi-Factor
MSCI USA Investable Markets_net

Related ETFs to DGRW

QDF, TILT, FPX, LRGF, VUSE
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

DGRW Portfolio Management

0.28%
-0.39%
-0.31%
-0.49%

DGRW Tax Exposures

20.00% / 39.60%
0.00%
Qualified dividends
No

DGRW Fund Structure

Open-Ended Fund
No
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
ASKS----
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BIDS----
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LAST 10 TRADES
TIMEPRICESHARES
15:54:4641.30100
15:52:5241.3199
14:31:4641.4019
14:25:1341.37100
14:07:4941.34100
13:13:0041.31100
12:52:1641.3486
12:49:5141.34100
12:14:5841.3451
11:33:0641.40100
Bats BZX Real-time Quote - 17:38:19
Daily Spread
Premium/Discount
Volume

DGRW Factset Analytics Block Liquidity

As of 12/13/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DGRW. DGRW is rated a 5 out of 5.

DGRW Tradability

160,728
$6.39M
131,454
$5.15M
0.04%
$0.01
0.02%
0.16% / -0.07%
None
100.00%
50,000
2.63
0.02%
0.01%
26
$41.20
5

DGRW Sector/Industry BreakdownView All

DGRWSegment Benchmark
23.00% 21.42%
10.83% 20.87%
13.07% 20.04%
12.73% 17.28%
7.48% 12.17%
18.40% 4.96%
2.93% 3.14%
5.62% 0.33%

DGRW Geographic Exposure

DGRWSegment Benchmark
99.82% 100.23%
0.05% --
0.01% --
0.08% --
0.00% --
0.04% --

DGRWSegment Benchmark
99.91% 100.23%
0.04% --
0.06% --
99.96% / 0.04% 100.00% / 0.00%

DGRW Performance Statistics

0.87
0.86
0.87
0.90
0.14%
MSCI USA Investable Markets_net

DGRW MSCI ESG Ratings

5.73 / 10
91.51
60.97
15.94%
8.34%
74.17

DGRW BENCHMARK COMPARISON

    DGRW
    287 Holdings
    Segment Benchmark
    2405 Constituents
    Shared Holdings
    285 (Count)
     
    35.97% (Weight)
DGRWSegment Benchmark
157.29 B 167.19 B
79.63% 91.13%
15.51% 8.74%
4.48% 0.13%
0.38% 0.00%
1.79% 2.10%