Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/11/2025: DGRW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 21.81% | Avg. Invested days 64 | 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 07/11/2025 |
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 in the U.S. with growth characteristics.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a strong reputation for innovation and thematic ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in ETF management and dividend investing.
Investment Objective
Goal
To track the investment results of dividend-paying large-cap companies in the U.S. with growth characteristics.
Investment Approach and Strategy
Strategy: DGRW uses a rules-based approach to select and weight companies based on quality and growth factors.
Composition Primarily holds U.S. large-cap dividend-paying stocks.
Market Position
Market Share: DGRW has a moderate market share within the dividend growth ETF segment.
Total Net Assets (AUM): 7840000000
Competitors
Key Competitors
- VIG
- SCHD
- DGRO
Competitive Landscape
The dividend growth ETF market is competitive, with several established players. DGRW differentiates itself through its quality and growth factor weighting, which may appeal to investors seeking a balance between yield and capital appreciation. VIG is a broad dividend appreciation index, SCHD focuses on high dividend yield and financial health, and DGRO screens for companies with a history of dividend growth. DGRWu2019s disadvantage could be a slightly higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Historical performance varies with market conditions; refer to fund factsheet for details.
Benchmark Comparison: Performance should be compared to a dividend growth benchmark index to gauge effectiveness.
Expense Ratio: 0.28
Liquidity
Average Trading Volume
DGRW exhibits adequate liquidity with an average daily trading volume sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector performance influence DGRW's performance.
Growth Trajectory
DGRW's growth depends on investor demand for dividend growth strategies and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
DGRW's competitive edge lies in its quality and growth factor weighting methodology, which seeks to identify companies with sustainable dividend growth potential. By focusing on these characteristics, DGRW aims to provide investors with a more resilient and higher-quality dividend income stream. The rules-based approach provides transparency and consistency. This could potentially lead to better long-term capital appreciation compared to pure dividend yield strategies. The quality screen helps to filter out companies that may be at risk of cutting their dividends.
Risk Analysis
Volatility
DGRW's volatility is generally comparable to the broader equity market.
Market Risk
DGRW is subject to market risk, as its value can fluctuate with overall market conditions and sector-specific risks.
Investor Profile
Ideal Investor Profile
DGRW is suitable for investors seeking dividend income and long-term capital appreciation.
Market Risk
DGRW is best for long-term investors.
Summary
The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) offers exposure to U.S. large-cap dividend-paying stocks with growth characteristics. Its rules-based approach focuses on quality and growth factors. DGRW is suitable for long-term investors seeking dividend income and capital appreciation, but it faces competition from other dividend growth ETFs. The ETF's performance is influenced by market conditions and sector performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is estimated and may vary.
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.
