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DGRW - ETF AI Analysis
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WisdomTree US Quality Dividend Growth Fund (DGRW)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Major positions like Microsoft, Nvidia, and Alphabet have delivered strong year-to-date performance, driving the fund’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including technology, consumer defensive, and health care, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.28%, this ETF is cost-effective compared to many actively managed funds.
Negative Factors
Over-Concentration in U.S. Market
The fund has nearly all its exposure in U.S. companies, limiting diversification across global markets.
Underperforming Holdings
Some holdings, like Procter & Gamble and Home Depot, have lagged in performance, which could weigh on overall returns.
Heavy Technology Weighting
With over 26% of the portfolio in technology, the ETF is vulnerable to sector-specific downturns.
DGRW vs. SPDR S&P 500 ETF (SPY)
AUM16.09B
RegionNorth America
Expense Ratio0.28%
Beta0.82
IssuerWisdomTree
Inception DateMay 22, 2013
Dividend Yield1.38%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Dividend Growth Index - USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume657,501
30 Day Avg. Volume863,664
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
103.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering300
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DGRW Summary
The WisdomTree US Quality Dividend Growth Fund (DGRW) is an ETF that focuses on U.S. companies with strong financial health and a history of growing dividends. It tracks the WisdomTree U.S. Quality Dividend Growth Index, which includes well-known companies like Microsoft and Apple. This ETF is ideal for investors seeking a mix of growth potential and steady income, as it combines dividend-paying stocks with the possibility of long-term capital appreciation. However, new investors should be aware that the fund’s performance can fluctuate with the overall stock market, especially since it has significant exposure to technology companies.
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
The WisdomTree US Quality Dividend Growth Fund (DGRW) leans heavily into technology, with Microsoft and Apple leading the charge. While Apple has been rising steadily thanks to strong earnings and growth in services, Microsoft appears to be losing steam amid valuation concerns. Nvidia’s focus on AI and data centers has kept it climbing, though some bearish signals suggest caution. On the energy front, Exxon Mobil is steady, while Chevron is lagging behind. With a clear tilt toward U.S. tech and dividend-paying giants, the fund’s performance is driven by innovation but tempered by mixed results in other sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 8.42% | $1.36B | $3.66T | 16.19% | 73 Outperform | |
| Apple | 5.36% | $864.68M | $4.12T | 17.49% | 80 Outperform | |
| Exxon Mobil | 4.46% | $719.26M | $488.85B | -1.73% | 75 Outperform | |
| Nvidia | 4.22% | $680.97M | $4.30T | 28.03% | 76 Outperform | |
| Chevron | 2.62% | $422.42M | $304.30B | -6.67% | 74 Outperform | |
| Alphabet Class A | 2.59% | $417.71M | $3.86T | 89.51% | 80 Outperform | |
| Merck & Company | 2.50% | $402.91M | $260.19B | 3.14% | 76 Outperform | |
| Procter & Gamble | 2.48% | $400.31M | $346.21B | -17.35% | 74 Outperform | |
| Walmart | 2.46% | $396.22M | $881.08B | 19.47% | 78 Outperform | |
| Alphabet Class C | 2.44% | $393.44M | $3.86T | 87.76% | 82 Outperform |
DGRW Technical Analysis
Positive
―
Price Trends
88.73
Positive
87.48
Positive
83.55
Positive
Market Momentum
0.07
Negative
60.55
Neutral
90.30
Negative
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 88.50, equal to the 50-day MA of 88.73, and equal to the 200-day MA of 83.55, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 60.55 is Neutral, neither overbought nor oversold. The STOCH value of 90.30 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DGRW.
DGRW Peer Comparison
Comparison Results
Performance Comparison
DGRW
WisdomTree US Quality Dividend Growth Fund
89.99
5.97
7.11%
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
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―
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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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