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Upturn AI SWOT - About
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE)
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Upturn Advisory Summary
08/14/2025: DGRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.33% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 21.86 - 29.57 | Updated Date 06/29/2025 |
52 Weeks Range 21.86 - 29.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Emerging Markets Quality Dividend Growth Fund
ETF Overview
Overview
The WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRW) seeks to track the investment results of dividend-paying equity securities in emerging markets that exhibit both high quality and growth characteristics. It focuses on companies with strong profitability and earnings growth potential.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its dividend-focused and fundamentally weighted strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in developing and managing dividend-oriented ETFs.
Investment Objective
Goal
To track the investment results of dividend-paying equity securities in emerging markets that exhibit both high quality and growth characteristics.
Investment Approach and Strategy
Strategy: DGRW aims to track the WisdomTree Emerging Markets Dividend Growth Index.
Composition The ETF primarily holds stocks of companies in emerging markets selected based on dividend yield, quality, and growth factors.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 109620000
Competitors
Key Competitors
- DEM
- DVYE
- EEM
Competitive Landscape
The emerging market dividend ETF space is competitive. DGRW differentiates itself through its focus on quality and growth factors in addition to dividend yield. Competitors might prioritize higher yields or broader market exposure, providing different risk/return profiles.
Financial Performance
Historical Performance: Historical performance data unavailable
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which might affect the ease of buying or selling large blocks of shares.
Bid-Ask Spread
The bid-ask spread is generally reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Emerging market economic growth, interest rate policies, currency fluctuations, and geopolitical events can all significantly impact the fund's performance.
Growth Trajectory
The growth trajectory of DGRW is tied to the overall growth of emerging markets and the performance of dividend-paying companies that meet its quality and growth criteria. Changes to the underlying index methodology could also influence its future holdings.
Moat and Competitive Advantages
Competitive Edge
DGRW's competitive edge lies in its unique combination of dividend growth, quality screening, and emerging market exposure. This multi-factor approach aims to select companies with sustainable dividends and strong financial health, potentially leading to better risk-adjusted returns. The focus on quality differentiates it from purely yield-driven strategies. WisdomTree's expertise in dividend-weighted ETFs also contributes to its competitive advantage.
Risk Analysis
Volatility
Volatility can be significant due to the inherent risks of investing in emerging markets.
Market Risk
Specific risks include currency risk, political instability, regulatory changes, and economic downturns in emerging market countries.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking dividend income and long-term capital appreciation with exposure to emerging markets, while also prioritizing quality and growth. They should have a moderate to high risk tolerance.
Market Risk
DGRW is best suited for long-term investors who understand the risks associated with emerging markets and are seeking a diversified portfolio with dividend income.
Summary
The WisdomTree Emerging Markets Quality Dividend Growth Fund offers a unique blend of dividend income, quality screening, and emerging market exposure. It targets companies with strong profitability and dividend growth potential, aiming to provide long-term capital appreciation. While it offers diversification and potential income, investors should be aware of the inherent risks associated with emerging markets. Its expense ratio is moderate, and its performance is influenced by economic and political factors in these regions. This fund is suitable for long-term investors seeking a diversified portfolio with dividend income and moderate to high risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be readily available and is approximated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Emerging Markets Quality Dividend Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing primarily in emerging market dividend-paying common stocks with growth characteristics. The adviser, using a disciplined model-based process focused on a long-term approach to investing, seeks to identify dividend-paying companies with strong corporate profitability and sustainable growth characteristics. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.