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

ETF | Others | NASDAQ Global Market

Last Closing

USD 45.22

Change

-0.03 (-0.07)%

Market Cap

USD 0.97B

Volume

0.14M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks a high level of total return consisting of both income and capital appreciation. The fund invests in bonds and other debt instruments ("Debt Securities") denominated in Australian or New Zealand dollars. Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt Securities. For these purposes, Debt Securities include fixed income securities, such as bonds, notes or other debt obligations, denominated in Australian or New Zealand dollars, as well as certain derivatives and other instruments described herein. It is non-diversified.

Inception Date: 22/05/2013

Primary Benchmark: WisdomTree US Quality Div Grw TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.28%

Management Expense Ratio: 0.28 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-10-18 )

Largest Industry Peers for Others

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NVD GraniteShares 1.5x Short NVDA .. 0.00 %

N/A

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ACWI iShares MSCI ACWI ETF 0.00 %

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CGABL The Carlyle Group Inc. 4.625% .. 0.00 %

-0.60 (-2.98%)

USD 16.14B
CA Xtrackers California Municipal.. 0.00 %

+0.02 (+0.08%)

USD 12.15B
JEPQ JPMorgan Nasdaq Equity Premium.. 0.00 %

-0.05 (-0.09%)

USD 11.10B
GTR WisdomTree Target Range Fund 0.00 %

+0.03 (+0.13%)

USD 3.65B
TBIL Rbb Fund Inc - Us Treasury 3 M.. 0.00 %

-0.01 (-0.02%)

USD 2.97B
IBTE iShares iBonds Dec 2024 Term T.. 0.00 %

N/A

USD 2.89B
TDI Touchstone Dynamic Internation.. 0.00 %

-0.10 (-0.34%)

USD 2.81B

ETFs Containing DGRW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.98% 76% C+ 67% D+
Dividend Return 1.84% 69% C- 50% F
Total Return 19.81% 78% C+ 68% D+
Trailing 12 Months  
Capital Gain 7.03% 64% D 71% C-
Dividend Return 2.29% 59% D- 52% F
Total Return 9.32% 68% D+ 70% C-
Trailing 5 Years  
Capital Gain 59.81% 85% B 69% C-
Dividend Return 13.66% 71% C- 56% F
Total Return 73.47% 89% A- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.76% 86% B+ 64% D
Dividend Return 10.98% 88% B+ 65% D
Total Return 2.22% 71% C- 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 9.27% 58% F 88% B+
Risk Adjusted Return 118.46% 93% A 96% N/A
Market Capitalization 0.97B 89% A- 84% B

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.