DGRWWisdomTree US Quality Dividend Growth Fund
DGRW Fund Description
DGRW tracks the performance of an index that invests in large- and midcap dividend-paying US common stocks with growth characteristics.
DGRW Factset Analytics Insight
DGRW focuses on potential for dividend growth as opposed to backward-looking dividend increases. With the goal of increasing coverage of firms likely to be larger players in the dividend market, it mixes forward-looking earnings estimates with historical return on assets (ROA) and return on equity (ROE) growth in its selection process. The top 300 names based on the combined ranking of these three factors are selected for inclusion. The resulting portfolio tends to skew toward larger firms. Stocks projected to pay more dividends are weighted more heavily, with individual weights capped at 5% and sector weights at 20%. The index is rebalanced and reconstituted on an annual basis.
DGRW MSCI ESG Analytics Insight
WisdomTree US Quality Dividend Growth Fund has an MSCI ESG Fund Rating of A based on a score of 6.44 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree US Quality Dividend Growth Fund ranks in the 66th percentile within its peer group and in the 56th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DGRW MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DGRW Summary Data
DGRW Portfolio Data
DGRW Index Data
DGRW Portfolio Management
DGRW Tax Exposures
DGRW Fund Structure
DGRW Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
DGRW Economic Development
DGRW Performance Statistics
DGRW MSCI ESG Ratings
DGRW Benchmark Comparison Summary
DGRW Benchmark Comparison Market Cap Size