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Upturn AI SWOT - About
WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
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Upturn Advisory Summary
08/29/2025: DGRW (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 25.3% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 69.56 - 84.95 | Updated Date 06/29/2025 |
52 Weeks Range 69.56 - 84.95 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. Quality Dividend Growth Fund
ETF Overview
Overview
The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) seeks to track the investment results of dividend-paying large-cap companies with growth characteristics in the U.S. equity market, focusing on companies with high quality and growth factors.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative, fundamentally weighted ETFs.
Management Expertise
WisdomTree has a strong team of investment professionals with experience in ETF management and index construction.
Investment Objective
Goal
To track the investment results of dividend-paying large-cap companies with growth characteristics in the U.S. equity market.
Investment Approach and Strategy
Strategy: DGRW tracks an index that selects companies based on quality and dividend growth factors.
Composition The ETF primarily holds large-cap U.S. stocks with strong dividend yields and growth potential.
Market Position
Market Share: DGRW holds a moderate market share in the dividend growth ETF space.
Total Net Assets (AUM): 6790000000
Competitors
Key Competitors
- VIG
- SCHD
- NOBL
Competitive Landscape
The dividend growth ETF industry is competitive, with several well-established players. DGRW differentiates itself by focusing on both quality and growth factors in its selection process, potentially offering a different risk-return profile compared to competitors focusing solely on dividend yield or dividend aristocrats. VIG has a lower expense ratio but may not emphasize quality as much. SCHD offers a high dividend yield and strong performance.
Financial Performance
Historical Performance: Historical performance data is available from WisdomTree and financial data providers, but specific numerical data needs to be retrieved from those sources due to the dynamic nature of returns.
Benchmark Comparison: DGRW's performance should be compared to the WisdomTree U.S. Quality Dividend Growth Index.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
DGRW exhibits good liquidity with a healthy average trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
DGRW typically has a tight bid-ask spread, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector growth prospects influence DGRW's performance, particularly affecting the performance of its underlying holdings.
Growth Trajectory
DGRW's growth trajectory depends on the performance of the U.S. equity market and the effectiveness of its selection methodology, but it may see strategic adjustments to holdings to maintain alignment with its investment objective.
Moat and Competitive Advantages
Competitive Edge
DGRW's competitive edge lies in its unique combination of quality, dividend growth, and dividend yield factors in its selection process. This differentiated approach targets companies with financial strength, growth potential, and consistent dividend payouts. This approach may lead to outperformance during periods of economic uncertainty or when quality becomes a premium. The smart beta index allows for a dynamic allocation based on the underlying factors.
Risk Analysis
Volatility
DGRW's volatility is typically similar to that of the broader U.S. equity market but may be lower due to its quality focus.
Market Risk
DGRW is subject to market risk, particularly the risk of declines in the U.S. equity market, and sector-specific risks related to its underlying holdings.
Investor Profile
Ideal Investor Profile
DGRW is suitable for investors seeking income and growth through dividend-paying stocks with a quality focus.
Market Risk
DGRW is suitable for long-term investors seeking a combination of income and capital appreciation.
Summary
DGRW offers exposure to U.S. companies with quality characteristics and dividend growth potential, making it a compelling option for income-seeking and growth-oriented investors. Its fundamentally weighted approach distinguishes it from market-cap weighted ETFs. The ETF provides a balance between dividend yield and growth prospects. Investors should assess their risk tolerance and investment goals before investing. It carries market risk and may be sensitive to changes in economic conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- FactSet
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. ETF performance is subject to market risk and past performance is not indicative of future results.
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 U.S. Quality Dividend Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with 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.