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DGRW
+3.72 · +4.26%
$91.00 · NASDAQ

WisdomTree U.S. Quality Dividend Growth Fund (DGRW) ETF Analysis | Large Blend

WisdomTree · United States
AUM:$16.3B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.2% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.28% — competitive for the exposure provided.

What is DGRW?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DGRW returned 12.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.28% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 36.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$16.3B
Expense Ratio0.28%
Dividend Yield1.42%
Holdings50
Inception DateMay 2013
DomicileUnited States
DistributionMonthly
Index–
ProviderWisdomTree
Beta0.88
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.0%
1Y
+14.5%
3Y
+54.6%
5Y
+73.4%
OpenBook InsightIf you had invested £10,000 in DGRW 5 years ago, it would have grown to £17,345 — a gain of £7,345.

Annual Returns

Calendar year performance

DGRW delivered positive returns in 4 of the last 5 calendar years.
YearDGRW
2026 YTD+11.0%
2025+12.5%
2024+17.1%
2023+19.0%
2022-6.3%
CAGR 4yr+10.1%
4/5 positive yearsAvg return: +10.7%Worst year: -6.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.9%
Low
Momentum
+4.0%
30-day change
Support Level
97.78
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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