Wisdomtree Quality Dividend Etf Profile

DGRW Etf  USD 83.81  0.25  0.30%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree Quality is selling for under 83.81 as of the 17th of February 2025; that is 0.3 percent decrease since the beginning of the trading day. The etf's lowest day price was 83.76. WisdomTree Quality has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 19th of November 2024 and ending today, the 17th of February 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Quality Dividend

Moving together with WisdomTree Etf

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Moving against WisdomTree Etf

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WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[WisdomTree US Quality Dividend Growth UCITS ETF - USD USD, WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund]
Business ConcentrationHigh Dividend Yield ETFs, Strategy ETFs, Large Blend, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2013-05-22
BenchmarkWisdomTree U.S. Quality Dividend Growth Index
Entity TypeRegulated Investment Company
Asset Under Management15.16 Billion
Average Trading Valume669,169.1
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Thomas J. Durante, Richard A. Brown
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNASDAQ
Number of Constituents305
Market MakerSusquehanna
Total Expense0.28
Management Fee0.28
Country NameUSA
Returns Y T D3.56
NameWisdomTree U.S. Quality Dividend Growth Fund
Currency CodeUSD
Open FigiBBG004LMH377
In Threey Volatility15.01
1y Volatility10.96
200 Day M A80.8799
50 Day M A82.8714
CodeDGRW
Updated At17th of February 2025
Currency NameUS Dollar
WisdomTree Quality Dividend [DGRW] is traded in USA and was established 2013-05-22. The fund is listed under Large Blend category and is part of WisdomTree family. The entity is thematically classified as High Dividend Yield ETFs. WisdomTree Quality currently have 6.33 B in assets under management (AUM). , while the total return for the last 3 years was 12.5%.
Check WisdomTree Quality Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Quality Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree Quality Dividend Etf Constituents

BAThe BoeingStockIndustrials
XOMExxon Mobil CorpStockEnergy
IBMInternational Business MachinesStockInformation Technology
MCDMcDonaldsStockConsumer Discretionary
KOThe Coca ColaStockConsumer Staples
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
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WisdomTree Quality Top Holders

HASIXHorizon Active AssetMutual FundTactical Allocation
ARAAXHorizon Active RiskMutual FundTactical Allocation
AAANXHorizon Active AssetMutual FundTactical Allocation
HASAXHorizon Active AssetMutual FundTactical Allocation
PFTSXPfg Tactical IncomeMutual FundAllocation--30% to 50% Equity
ATESXAnchor Tactical EquityMutual FundOptions Trading
More Details

WisdomTree Quality Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Quality. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Quality Against Markets

When determining whether WisdomTree Quality is a strong investment it is important to analyze WisdomTree Quality's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Quality's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Quality Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of WisdomTree Quality is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Quality's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Quality's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Quality's market value can be influenced by many factors that don't directly affect WisdomTree Quality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Quality's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.