DGRW - ETF AI Analysis

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WisdomTree US Quality Dividend Growth Fund (DGRW)

Rating:75Outperform

Price Target:―

DGRW, the WisdomTree US Quality Dividend Growth Fund, earns a solid overall rating thanks to major positions in high-quality tech leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance and long-term growth in cloud, AI, and services. These strengths are partly offset by weaker technical trends and leverage concerns in holdings like Home Depot and Oracle, as well as some high valuations across several top names. A key risk factor is the fund’s meaningful concentration in large U.S. technology and communication companies, which can increase sensitivity to that sector’s volatility.

Positive Factors

Strong Overall Recent Performance

The fund has shown solid gains so far this year and over the past few months, indicating positive recent momentum.

Leading Growth and Dividend Names in Top Holdings

Several major positions like Nvidia, Meta, Exxon Mobil, Coca-Cola, and Alphabet have delivered strong year-to-date results, helping support the ETF’s returns.

Broad Sector Diversification

Holdings spread across technology, communication services, health care, industrials, financials, consumer sectors, energy, and materials help reduce the impact of weakness in any single industry.

Negative Factors

Heavy Tilt Toward Technology

With a large share of assets in technology stocks, the fund could be more sensitive to downturns in the tech sector.

Mixed Performance Among Top Holdings

Some large positions such as Apple, Microsoft, Oracle, and Home Depot have shown weak or negative year-to-date performance, which can drag on overall returns.

Very High U.S. Concentration

The ETF is almost entirely invested in U.S. companies, offering very limited geographic diversification outside the United States.

DGRW vs. SPDR S&P 500 ETF (SPY)

AUM16.44B

RegionNorth America

Expense Ratio0.28%

Beta0.82

IssuerWisdomTree

Inception DateMay 22, 2013

Dividend Yield1.31%

Asset ClassEquity

Index TrackedWisdomTree U.S. Quality Dividend Growth Index - USD

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume675,811

30 Day Avg. Volume1,079,531

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

112.70

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering198

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DGRW Summary

DGRW is the WisdomTree US Quality Dividend Growth Fund, an ETF that follows the WisdomTree U.S. Quality Dividend Growth Index. It invests mainly in strong U.S. companies that pay dividends and are expected to grow their profits over time. Big names in the fund include Apple and Nvidia, along with other well-known tech, health care, and consumer companies. Someone might invest in DGRW to seek long-term growth while also collecting dividend income, all in one diversified fund. A key risk is that it is heavily invested in stocks, especially technology, so its value can rise and fall sharply with the 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 is leaning heavily on U.S. tech and communication giants, with Nvidia, Apple, Microsoft, Meta, and Alphabet forming the core engine of returns. Nvidia and Meta have been rising and helping to pull the fund forward, while Alphabet has been a steady contributor. Apple has regained some momentum recently after a softer stretch, but Microsoft’s mixed pattern means it’s not firing on all cylinders. Outside tech, Exxon Mobil adds an energy kicker, though its recent pullback and the fund’s tech tilt mean performance is still largely tied to Big Tech’s mood.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	8.03%	$1.31B	$5.05T	77.54%	76 Outperform
AAPL	Apple	5.61%	$917.54M	$4.22T	46.50%	79 Outperform
MSFT	Microsoft	4.99%	$816.12M	$3.08T	-4.47%	79 Outperform
META	Meta Platforms	3.27%	$535.10M	$1.56T	2.69%	76 Outperform
GOOGL	Alphabet Class A	3.08%	$504.35M	$4.81T	162.94%	85 Outperform
GOOG	Alphabet Class C	3.04%	$496.67M	$4.81T	158.60%	82 Outperform
XOM	Exxon Mobil	2.99%	$488.27M	$616.31B	42.14%	74 Outperform
ORCL	Oracle	2.92%	$478.00M	$558.04B	29.90%	66 Neutral
KO	Coca-Cola	2.84%	$464.93M	$340.89B	9.43%	75 Outperform
UNH	UnitedHealth	2.64%	$432.11M	$333.54B	-6.08%	72 Outperform

DGRW Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

90.95

Positive

100DMA

90.85

Positive

200DMA

89.11

Positive

Market Momentum

MACD

1.10

Negative

RSI

70.30

Negative

STOCH

61.39

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DGRW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 93.17, equal to the 50-day MA of 90.95, and equal to the 200-day MA of 89.11, indicating a bullish trend. The MACD of 1.10 indicates Negative momentum. The RSI at 70.30 is Negative, neither overbought nor oversold. The STOCH value of 61.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DGRW.

DGRW Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DGRW	―	―	$16.44B	0.28%	75 Outperform
VTI	―	―	$626.39B	0.03%	72 Outperform
VIG	―	―	$105.66B	0.04%	72 Outperform
ITOT	―	―	$88.79B	0.03%	73 Outperform
QUAL	―	―	$49.73B	0.15%	75 Outperform
DFAC	―	―	$44.61B	0.17%	73 Outperform

Performance Comparison

DGRW

WisdomTree US Quality Dividend Growth Fund

95.20

17.93

23.20%

VTI

Vanguard Total Stock Market ETF

―

VIG

Vanguard Dividend Appreciation ETF

―

ITOT

iShares Core S&P Total U.S. Stock Market ETF

―

QUAL

iShares MSCI USA Quality Factor ETF

―

DFAC

Dimensional U.S. Core Equity 2 ETF

―

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.

DisclaimerThis 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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