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Upturn AI Summary
WisdomTree U.S. Quality Dividend Growth Fund(DGRW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DGRW
11/13/2026: DGRW (3-star) is currently NOT-A-BUY. Pass it for now.
DGRW provides exposure to U.S. companies that combine dividend payments with strong growth and quality fundamentals. Its main strengths include a rigorous, factor-based approach that helps identify profitable, durable companies, and its high liquidity. The fund is well-suited as a core long-term holding for investors seeking a middle ground between growth and income. Risks include a concentration in technology stocks and general market equity sensitivity. Investors should monitor sector weights and the ongoing sustainability of the dividend growth trends within its portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on quality-growth companies aligns well with investors seeking capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The quality screen often overlaps with companies experiencing strong operational momentum. |
| Value investor | Mixed fit | While DGRW targets quality, it may not be as 'cheap' on a P/E basis as pure-play value ETFs. |
| Dividend/Income investor | Strong fit | The fund is purpose-built for investors prioritizing sustainable, growing dividend income. |
| Low-risk investor | Medium | While high quality reduces some risk, the fund remains fully exposed to equity market volatility. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking a core holding that balances dividend income with capital growth potential.
Suitability
Best suited for passive, long-term investors looking for a 'quality' tilt to their dividend strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard stock market price fluctuations. |
| Market risk | Medium / high | The fund is fully invested in equities and will decline if the general market enters a downturn. |
| Concentration | Medium | Though diversified, it has a significant tilt toward technology stocks compared to older dividend funds. |
| Tracking/expense | Low | The fund has a track record of effective index tracking with a reasonable expense ratio. |
| Liquidity | Low | High liquidity makes it easy to trade without significant cost impact. |
| Business/sector quality | Low / none | The fund's core strategy is to mitigate this risk through strict quality screens. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DGRW tends to exhibit volatility slightly lower than the broad S&P 500, but higher than pure high-dividend/low-beta funds.
Market Risk
The fund is tied to equity market performance; systemic risk affecting U.S. large-caps will be fully reflected in its price.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 30 | High technology exposure provides significant growth potential and exposure to quality, cash-rich companies. |
| Sector | Healthcare | 18 | Healthcare stocks often offer defensive qualities and stable dividend growth, balancing the fund's tech exposure. |
| Sector | Consumer Staples | 15 | Consumer staples contribute to low-volatility and reliable cash flows essential for dividend consistency. |
| Sector | Industrials | 12 | Industrial holdings provide cyclical growth exposure and capital efficiency. |
| Sector | Other Sectors / Cash | 25 | Broad diversification across remaining sectors helps reduce specific industry risk. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 20.75% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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