DGRW - ETF AI Analysis
Top Page
WisdomTree US Quality Dividend Growth Fund (DGRW)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The fund has delivered solid gains so far this year, showing that its strategy has recently worked well for investors.
Leading Growth and Dividend Stocks in Top Holdings
Several major positions like Nvidia, Apple, UnitedHealth, Coca-Cola, Broadcom, Johnson & Johnson, and Alphabet have shown strong or steady performance, helping support the ETF’s returns.
Broad Sector Diversification
Holdings spread across technology, health care, communication services, industrials, financials, consumer sectors, and more help reduce the impact if any one industry struggles.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the fund could be more sensitive to swings in that sector.
Underperforming Large Positions
Some big holdings such as Microsoft, Meta Platforms, and Home Depot have recently shown weaker performance, which can drag on the fund’s results.
Concentrated in the U.S. Market
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
DGRW vs. SPDR S&P 500 ETF (SPY)
AUM17.34B
RegionNorth America
Expense Ratio0.28%
Beta0.81
IssuerWisdomTree
Inception DateMay 22, 2013
Dividend Yield1.21%
Asset ClassEquity
Index TrackedWisdomTree U.S. Quality Dividend Growth Index - USD
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume412,628
30 Day Avg. Volume571,072
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
119.39Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering197
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 in strong U.S. companies that pay dividends and are expected to grow their profits over time. Big names like Microsoft and Apple are among its top holdings, along with other well-known firms across technology, health care, and consumer sectors. Someone might invest in DGRW to seek a mix of long-term growth and regular dividend income, while spreading money across many companies. A key risk is that it leans heavily toward large U.S. tech-related stocks, so its price can rise and fall sharply with that part of 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 leans heavily into U.S. large-cap tech, with Nvidia and Microsoft acting as the main engines of growth; Microsoft has been steadily climbing, while Nvidia’s ride has been more mixed but still supportive. Apple, another key pillar, has lost a bit of steam lately, softening the tech tailwind. Meta and Oracle, both tied to the digital and cloud theme, have been lagging and occasionally drag on returns. Balancing that, defensive names like Coca-Cola and Johnson & Johnson are quietly rising, helping smooth out volatility and giving the fund a more stable, all-U.S. foundation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.78% | $1.52B | $5.55T | 37.92% | 76 Outperform | |
| Microsoft | 7.39% | $1.28B | $3.71T | 0.95% | 79 Outperform | |
| Apple | 4.11% | $708.42M | $4.67T | 33.49% | 79 Outperform | |
| Meta Platforms | 3.12% | $538.85M | $1.57T | -18.03% | 76 Outperform | |
| Coca-Cola | 3.00% | $517.06M | $378.93B | 29.59% | 75 Outperform | |
| UnitedHealth | 2.68% | $462.71M | $356.47B | 25.92% | 72 Outperform | |
| Home Depot | 2.45% | $423.43M | $320.31B | -23.37% | 66 Neutral | |
| Johnson & Johnson | 2.44% | $420.56M | $663.28B | 54.25% | 78 Outperform | |
| Oracle | 2.43% | $419.59M | $457.36B | -31.80% | 66 Neutral | |
| Broadcom | 2.13% | $367.53M | $1.70T | 6.87% | 76 Outperform |
DGRW Technical Analysis
Positive
―
Price Trends
97.62
Positive
96.29
Positive
93.00
Positive
Market Momentum
0.48
Positive
57.89
Neutral
72.77
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 99.45, equal to the 50-day MA of 97.62, and equal to the 200-day MA of 93.00, indicating a bullish trend. The MACD of 0.48 indicates Positive momentum. The RSI at 57.89 is Neutral, neither overbought nor oversold. The STOCH value of 72.77 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
Performance Comparison
DGRW
WisdomTree US Quality Dividend Growth Fund
99.77
13.42
15.54%
VTI
Vanguard Total Stock Market ETF
―
―
―
VIG
Vanguard Dividend Appreciation ETF
―
―
―
ITOT
iShares Core S&P Total U.S. Stock Market ETF
―
―
―
DFAC
Dimensional U.S. Core Equity 2 ETF
―
―
―
QUAL
iShares MSCI USA Quality Factor 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: ―
Table of Contents