DGRW - ETF AI Analysis
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WisdomTree US Quality Dividend Growth Fund (DGRW)
DGRW’s rating reflects a solid mix of high-quality, dividend-growing companies, led by major positions in Microsoft and Apple, whose strong financial performance and long-term growth in areas like cloud, AI, and services support the fund’s overall quality. Some holdings such as Home Depot and AbbVie introduce caution due to bearish technical signals, leverage, and profitability concerns, which slightly weigh on the rating. The main risk factor is the fund’s meaningful concentration in a handful of large U.S. companies, especially in technology-related names, which can increase volatility if sentiment toward that sector shifts.
DGRW vs. SPDR S&P 500 ETF (SPY)
- AUM
- 17.08B
- Region
- North America
- Expense Ratio
- 0.28%
- Beta
- 0.79
- Issuer
- WisdomTree
- Inception Date
- May 22, 2013
- Dividend Yield
- 1.24%
- Asset Class
- Equity
- Index Tracked
- WisdomTree U.S. Quality Dividend Growth Index - USD
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 like Microsoft and Apple, along with firms from sectors such as technology, health care, and consumer goods. Someone might invest in DGRW to get broad exposure to strong U.S. companies while aiming for both long-term growth and a steady stream of dividend income. A key risk is that it can go up and down with the stock market and is heavily tilted toward large U.S. tech-related companies.
How much will it cost me?
This ETF has an expense ratio of 0.28%, which means you’ll pay about $2.80 per year for every $1,000 you invest. That cost is a bit higher than many broad, passively managed index ETFs because this fund uses a more specialized, rules-based strategy focused on quality dividend growth companies.
What would affect this ETF?
DGRW could benefit if large U.S. technology and communication companies like Nvidia, Microsoft, Apple, Meta, and Alphabet keep growing their profits and dividends, and if the overall U.S. economy remains healthy, supporting steady earnings for its broad mix of sectors. On the downside, rising interest rates, slower economic growth, or tighter regulations on big tech and health care firms could pressure stock prices and make dividend-focused strategies less attractive in the short term.
DGRW Top 10 Holdings
DGRW is leaning heavily on U.S. tech and healthcare, with Microsoft and Apple doing much of the heavy lifting as their steady climb in cloud, AI, and services keeps the fund’s growth story intact. Coca-Cola, Johnson & Johnson, and AbbVie add a defensive backbone, quietly rising and smoothing out the ride with reliable dividends. On the flip side, Nvidia’s recent wobble and Meta’s choppy performance have taken some shine off Big Tech, while Oracle’s slump is a noticeable drag. Overall, it’s a U.S.-centric, quality-first portfolio with a tech tilt.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.90% | $1.34B | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 7.81% | $1.32B | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 4.47% | $757.07M | $5.03T | 26.98% | 79Outperform |
 META | Meta Platforms | 3.15% | $533.11M | $1.57T | -7.72% | 76Outperform |
 KO | Coca-Cola | 3.24% | $548.04M | $404.72B | 36.39% | 75Outperform |
 UNH | UnitedHealth | 2.78% | $470.48M | $365.29B | 18.05% | 72Outperform |
 HD | Home Depot | 2.55% | $430.79M | $328.44B | -13.27% | 66Neutral |
 JNJ | Johnson & Johnson | 2.45% | $414.20M | $657.68B | 44.51% | 78Outperform |
 ABBV | AbbVie | 2.36% | $399.05M | $521.11B | 29.22% | 66Neutral |
 ORCL | Oracle | 2.03% | $342.62M | $395.11B | -49.13% | 66Neutral |
DGRW Technical Analysis
Price Trends
Market Momentum
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 98.46 is below the 20-day moving average (MA) of 98.93, below the 50-day MA of 98.60, and above the 200-day MA of 94.68, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 47.71 is Neutral, neither overbought nor oversold. The STOCH value of 56.25 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DGRW | $98.46 | $111.00(12.74% Upside) | $17.08B | 0.28% | 75Outperform |
 VTI | $371.57 | $468.94(26.21% Upside) | $701.51B | 0.03% | 73Outperform |
 VIG | $247.76 | $284.34(14.77% Upside) | $116.49B | 0.04% | 73Outperform |
 ITOT | $164.93 | $204.84(24.20% Upside) | $97.26B | 0.03% | 73Outperform |
 DFAC | $44.89 | $54.69(21.83% Upside) | $49.92B | 0.17% | 72Outperform |
 QUAL | $222.49 | $266.33(19.70% Upside) | $48.56B | 0.15% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DGRW | WisdomTree US Quality Dividend Growth Fund | 98.46 | 10.84 | 12.37% | |
| VTI | Vanguard Total Stock Market ETF | 371.57 | 39.56 | 11.92% | |
| VIG | Vanguard Dividend Appreciation ETF | 247.76 | 35.24 | 16.58% | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 164.93 | 17.42 | 11.81% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 44.89 | 6.23 | 16.10% | |
| QUAL | iShares MSCI USA Quality Factor ETF | 222.49 | 28.25 | 14.55% |
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