ducovest

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

ETF | Large Blend |

Last Closing

USD 83.13

Change

0.00 (0.00)%

Market Cap

USD 14.54B

Volume

0.62M

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: 2024-11-17 )

Largest Industry Peers for Large Blend

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ESGU iShares ESG Aware MSCI USA ETF

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VONE Vanguard Russell 1000 Index Fu..

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VTHR Vanguard Russell 3000 Index Fu..

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USMC Principal U.S. Mega-Cap ETF

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FEX First Trust Large Cap Core Alp..

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 USD 1.33B
PKW Invesco BuyBack Achievers ETF

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SUSL iShares ESG MSCI USA Leaders E..

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 USD 1.09B
CATH Global X S&P 500® Catholic Va..

N/A

 USD 0.90B
KRMA Global X Conscious Companies E..

N/A

 USD 0.72B

ETFs Containing DGRW

INC 4.14 % 0.00 %

N/A

 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 18.28% 47% F 74% C
Dividend Return 1.36% 84% B 28% F
Total Return 19.64% 47% F 74% C
Trailing 12 Months  
Capital Gain 24.61% 37% F 70% C-
Dividend Return 1.90% 89% A- 28% F
Total Return 26.52% 37% F 69% C-
Trailing 5 Years  
Capital Gain 75.38% 58% F 79% B-
Dividend Return 12.47% 100% F 46% F
Total Return 87.85% 63% D 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 13.72% 47% F 67% D+
Dividend Return 15.44% 58% F 67% D+
Total Return 1.73% 100% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 12.99% 95% A 85% B
Risk Adjusted Return 118.93% 100% F 99% N/A
Market Capitalization 14.54B 100% F 95% 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