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

ETF | Large Blend | NASDAQ Global Market

Last Closing

USD 43.11

Change

-0.05 (-0.12)%

Market Cap

USD 0.97B

Volume

0.41M

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: 2019-06-17 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
ESGU iShares ESG Aware MSCI USA ETF 0.15 %

+0.93 (+0.82%)

USD 12.62B
FTCS First Trust Capital Strength E.. 0.60 %

+0.90 (+1.06%)

USD 9.06B
VONE Vanguard Russell 1000 Index Fu.. 0.12 %

+2.11 (+0.89%)

USD 4.71B
VTHR Vanguard Russell 3000 Index Fu.. 0.15 %

+2.20 (+0.95%)

USD 2.32B
USMC Principal U.S. Mega-Cap ETF 0.12 %

+0.25 (+0.49%)

USD 2.12B
FEX First Trust Large Cap Core Alp.. 0.61 %

+1.07 (+1.10%)

USD 1.17B
SUSL iShares ESG MSCI USA Leaders E.. 0.00 %

+0.62 (+0.66%)

USD 1.12B
PKW Invesco BuyBack Achievers ETF 0.62 %

+1.26 (+1.18%)

USD 1.09B
CATH Global X S&P 500® Catholic Va.. 0.29 %

+0.55 (+0.87%)

USD 0.83B
KRMA Global X Conscious Companies E.. 0.43 %

+0.41 (+1.14%)

USD 0.64B

ETFs Containing DGRW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NASDAQ Global Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.47% 13% F 61% D-
Dividend Return 1.11% 100% F 44% F
Total Return 13.58% 17% F 61% D-
Trailing 12 Months  
Capital Gain 1.84% 43% F 72% C
Dividend Return 2.59% 95% A 60% D-
Total Return 4.44% 52% F 72% C
Trailing 5 Years  
Capital Gain 49.04% 86% B+ 67% D+
Dividend Return 13.15% 100% F 56% F
Total Return 62.19% 86% B+ 68% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.85% 95% A 60% D-
Dividend Return 11.05% 100% F 62% D
Total Return 2.20% 100% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 9.29% 38% F 88% B+
Risk Adjusted Return 118.98% 95% A 95% A
Market Capitalization 0.97B 100% F 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.

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.

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:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.