ducovest

DGRW:NSD-WisdomTree U.S. Quality Dividend Growth Fund (USD)

ETF | Large Blend |

Last Closing

USD 82.47

Change

-0.44 (-0.53)%

Market Cap

USD 14.50B

Volume

0.50M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Company Website : http://www.wisdomtree.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-0.93 (-0.33%)

 USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

-0.37 (-0.55%)

 USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

-0.15 (-0.22%)

 USD 45.56B
ESGU iShares ESG Aware MSCI USA ETF

-0.67 (-0.53%)

 USD 13.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.14 (-0.12%)

 USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.16 (-0.32%)

 USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.24 (-0.34%)

 USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.17 (-0.24%)

 USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.24 (-0.43%)

 USD 5.32B
SCHK Schwab 1000 ETF

-0.31 (-0.56%)

 USD 3.78B

ETFs Containing DGRW

INC VanEck Dynamic High Incom.. 4.14 % 0.00 %

-0.08 (-0.30%)

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.34% 43% F 76% C+
Dividend Return 1.25% 85% B 27% F
Total Return 18.60% 44% F 74% C
Trailing 12 Months  
Capital Gain 30.43% 48% F 76% C+
Dividend Return 1.97% 89% A- 29% F
Total Return 32.40% 49% F 74% C
Trailing 5 Years  
Capital Gain 83.72% 52% F 82% B
Dividend Return 11.44% 92% A 42% F
Total Return 95.16% 52% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 12.97% 53% F 70% C-
Dividend Return 14.75% 58% F 71% C-
Total Return 1.79% 100% F 43% F
Risk Return Profile  
Volatility (Standard Deviation) 12.63% 95% A 85% B
Risk Adjusted Return 116.83% 100% F 99% N/A
Market Capitalization 14.50B 91% A- 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike