DGRW 📈 WisdomTree U.S. Quality - Overview
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US97717X6691 • Large Blend
DGRW: Dividend, Stocks, US, Growth, Common
The WisdomTree U.S. Quality Dividend Growth Fund, listed on the NASDAQ under the ticker DGRW, is designed to track the performance of a specific index that focuses on dividend-paying U.S. common stocks with growth characteristics. Typically, the fund allocates at least 80% of its total assets to the constituent securities of this index or to investments that closely mirror the economic characteristics of these securities. This approach allows the fund to maintain a portfolio that is aligned with the underlying index, providing investors with exposure to a subset of the U.S. equity market that is characterized by dividend growth and quality.
The index that the fund tracks is fundamentally weighted, meaning that the securities within the index are selected and weighted based on fundamental metrics such as dividend yield, rather than solely on market capitalization. This weighting methodology can lead to a portfolio that is more focused on the income-generating and growth potential of its constituent securities. The fund itself is classified as non-diversified, which means it can invest a larger portion of its assets in a smaller number of securities, potentially increasing its exposure to the growth and dividend characteristics of the U.S. equity market.
As an exchange-traded fund (ETF), the WisdomTree U.S. Quality Dividend Growth Fund offers investors the flexibility to buy and sell shares throughout the trading day, similar to individual stocks. The fund is domiciled in the United States and has the ISIN US97717X6691, categorizing it as a Large Blend ETF. This categorization reflects the fund's investment strategy, which blends elements of both value (through its focus on dividend-paying stocks) and growth (through its emphasis on stocks with growth characteristics) investing. For more information, investors can visit the company's website at http://www.wisdomtree.com.
Additional Sources for DGRW ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DGRW ETF Overview
Market Cap in USD | 15,254m |
Category | Large Blend |
TER | 0.28% |
IPO / Inception | 2013-05-22 |
DGRW ETF Ratings
Growth 5y | 87.6% |
Fundamental | - |
Dividend | 45.7% |
Rel. Strength Industry | -32.5 |
Analysts | - |
Fair Price Momentum | 84.84 USD |
Fair Price DCF | - |
DGRW Dividends
Dividend Yield 12m | 1.29% |
Yield on Cost 5y | 2.40% |
Annual Growth 5y | 2.84% |
Payout Consistency | 98.4% |
DGRW Growth Ratios
Growth Correlation 3m | 35.5% |
Growth Correlation 12m | 96.4% |
Growth Correlation 5y | 94.7% |
CAGR 5y | 13.13% |
CAGR/Mean DD 5y | 3.40 |
Sharpe Ratio 12m | 1.22 |
Alpha | -4.74 |
Beta | 0.87 |
Volatility | 17.51% |
Current Volume | 723.5k |
Average Volume 20d | 529.5k |
As of December 22, 2024, the stock is trading at USD 81.68 with a total of 723,500 shares traded.
Over the past week, the price has changed by -2.58%, over one month by -1.80%, over three months by -0.79% and over the past year by +19.79%.
Yes. Based on ValueRay Analyses, WisdomTree U.S. Quality (NASDAQ:DGRW) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 87.57 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DGRW as of December 2024 is 84.84. This means that DGRW is currently overvalued and has a potential downside of 3.87%.
WisdomTree U.S. Quality has no consensus analysts rating.
According to ValueRays Forecast Model, DGRW WisdomTree U.S. Quality will be worth about 94 in December 2025. The stock is currently trading at 81.68. This means that the stock has a potential upside of +15.03%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 94 | 15% |