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DGRW - ETF AI Analysis
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WisdomTree US Quality Dividend Growth Fund (DGRW)
Rating:74Outperform
Price Target:―
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for investors.
Sector Diversification
Holdings are spread across multiple sectors, including technology, health care, financials, and energy, helping reduce reliance on any single industry.
Mix of Defensive and Growth Leaders
Top positions include well-known growth companies and more defensive names like major energy and consumer staples firms, which can help balance the portfolio in different market conditions.
Negative Factors
Recent Weak Short-Term Performance
The ETF has shown slightly negative performance over the past month and only modest gains year-to-date, indicating limited recent momentum.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Top Tech Holdings Under Pressure
Several of the largest technology positions, including major names in the sector, have recently delivered weak returns, which can drag on overall fund performance.
DGRW vs. SPDR S&P 500 ETF (SPY)
AUM15.98B
RegionNorth America
Expense Ratio0.28%
Beta0.81
IssuerWisdomTree
Inception DateMay 22, 2013
Dividend Yield1.37%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Dividend Growth Index - USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,153,981
30 Day Avg. Volume870,458
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
109.17Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering199
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DGRW Summary
DGRW is an ETF that follows the WisdomTree U.S. Quality Dividend Growth Index, focusing on U.S. companies that pay dividends and are expected to grow their earnings over time. It holds many well-known names such as Microsoft and Apple, along with firms from sectors like technology, health care, and energy. Someone might invest in DGRW to seek a mix of long-term growth and regular dividend income, while spreading money across many different companies. A key risk is that it is heavily invested in U.S. stocks, especially tech-related companies, so its value can rise and fall with the stock market.
How much will it cost me?The ETF DGRW has an expense ratio of 0.28%, meaning you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a specific strategy of selecting high-quality, dividend-growing companies.
What would affect this ETF?The WisdomTree US Quality Dividend Growth Fund (DGRW) could benefit from continued strength in the U.S. economy, particularly in sectors like technology and consumer defensive, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies and growth-oriented stocks, especially in sectors like technology and consumer cyclical. Regulatory changes or geopolitical tensions affecting major holdings like Microsoft, Apple, or Nvidia could also influence the fund's performance.
DGRW Top 10 Holdings
DGRW leans heavily on U.S. blue-chip growth and dividend names, with Big Tech setting the tone. Nvidia is still a key engine, rising on the back of AI momentum, while Apple looks steadier but has shown some mixed recent traction. Microsoft has been lagging, acting as a bit of a brake on performance despite strong long-term fundamentals. On the defensive side, Coca-Cola and Johnson & Johnson are quietly climbing, adding stability, while energy giants like Exxon and Chevron have been rising and giving the fund an extra boost when markets favor cyclicals.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.39% | $849.10M | $4.32T | 57.80% | 76 Outperform | |
| Apple | 5.38% | $847.33M | $3.78T | 7.69% | 79 Outperform | |
| Microsoft | 5.08% | $799.80M | $3.04T | 3.98% | 79 Outperform | |
| Exxon Mobil | 4.57% | $719.96M | $630.06B | 38.70% | 74 Outperform | |
| Chevron | 3.22% | $508.18M | $379.00B | 21.49% | 71 Outperform | |
| Meta Platforms | 3.00% | $471.96M | $1.63T | 3.07% | 76 Outperform | |
| Home Depot | 2.98% | $470.26M | $356.31B | -5.01% | 66 Neutral | |
| Coca-Cola | 2.88% | $454.33M | $331.33B | 7.85% | 75 Outperform | |
| Johnson & Johnson | 2.32% | $365.78M | $579.34B | 44.22% | 78 Outperform | |
| Alphabet Class A | 2.22% | $349.53M | $3.61T | 71.70% | 85 Outperform |
DGRW Technical Analysis
Neutral
―
Price Trends
91.55
Negative
90.12
Positive
87.47
Positive
Market Momentum
0.07
Positive
36.82
Neutral
31.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DGRW, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 92.73, equal to the 50-day MA of 91.55, and equal to the 200-day MA of 87.47, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 36.82 is Neutral, neither overbought nor oversold. The STOCH value of 31.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DGRW.
DGRW Peer Comparison
Comparison Results
Performance Comparison
DGRW
WisdomTree US Quality Dividend Growth Fund
90.53
11.32
14.29%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
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QUAL
iShares MSCI USA Quality Factor ETF
―
―
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DFAC
Dimensional U.S. Core Equity 2 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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