WisdomTree Trust WisdomTree US Quality Dividend Growth FundDGRW
DGRW
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
7,976% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $17K
107% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 29
76% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 163
3% more funds holding
Funds holding: 611 [Q2] → 630 (+19) [Q3]
2% more capital invested
Capital invested by funds: $10.6B [Q2] → $10.8B (+$258M) [Q3]
5.39% less ownership
Funds ownership: 79.52% [Q2] → 74.13% (-5.39%) [Q3]
6% less funds holding in top 10
Funds holding in top 10: 70 [Q2] → 66 (-4) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for DGRW.
Financial journalist opinion
Based on 5 articles about DGRW published over the past 30 days
Positive
ETF Trends
5 days ago
Advisors Favor Dividends at Start of '25
With the 10-year bond yield climbing higher at the start of the year, many advisors are looking to equities for income. In the initial days of 2025, bonds fell in value amid expectations that the Fed's rate cutting efforts could be on hold for longer than expected.
Positive
Seeking Alpha
1 week ago
A Dozen Stocks I'm Buying As Rising Interest Rates Break The Market
Interest rate peaks often cause short-term S&P 500 selloffs, especially for REITs. I retain hope that REITs may decouple from 10-year Treasury yields once rates stabilize. Baby Boomers' economic impact is profound, influencing inflation, wages, and consumption patterns, with Millennials having a smaller effect at later ages in life. Debating whether dividend growth investors should buy Magnificent 7 stocks, I find GOOGL compelling for its reasonable valuation and growth potential.
Positive
Zacks Investment Research
1 week ago
Is WisdomTree U.S. Quality Dividend Growth ETF (DGRW) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. Quality Dividend Growth ETF (DGRW) debuted on 05/22/2013, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
ETF Trends
1 week ago
ETF Prime: Murphy Predicts 5 ETF Trends for 2025
On this week's episode of “ETF Prime,” Cinthia Murphy, investment strategist at VettaFi, joined host Nate Geraci. The two discussed five ETF predictions for the year, including cautious investing, actively managed small-cap strategies, and other trends.
Positive
Seeking Alpha
4 weeks ago
DGRW: A Value-Oriented S&P 500 Replacement
DGRW is mistakenly studied as a dividend ETF rather than an S&P 500/total market ETF replacement. DGRW's methodology screens for dividend-paying large-caps with strong estimated earnings, return on equity, and return on assets, providing a robust large-cap portfolio. DGRW has outperformed many dividend ETFs and managed the 2022 bear market better than the S&P 500, though it has recently lagged behind due to the AI boom.
Positive
Seeking Alpha
1 month ago
U.S. Quality Dividend Growth: Rebalance Summary
The WisdomTree U.S. Quality Dividend Growth Index underwent its annual rebalance on December 11, 2024, refining its holdings based on profitability and growth metrics to position for 2025. Notable changes include increased Energy sector exposure, driven by strong profitability from oil majors, and reduced Information Technology weight due to the exclusion of several large-cap tech names. Post-rebalance, the Index offers lower valuations and higher growth potential than the S&P 500, emphasizing companies with strong earnings retention and dividend capacity.
Neutral
Seeking Alpha
1 month ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
Neutral
ETF Trends
1 month ago
What Investors Could Expect From the 2025 Equity Markets
It's certainly no secret that 2024 provided strong opportunities for equity investors. This was especially true for traders that drilled down on the mega-cap tech names.
Positive
24/7 Wall Street
1 month ago
3 ETFs to Buy for Steady (and Growing) Passive Income
Long-term investing has consistently proven effective, and is one of the core pillars of wealth generation that millions of Americans live by.
Positive
ETF Trends
1 month ago
Dividend Stocks, ETFs Can Shine Anew
Dividend stocks and the related exchange traded funds aren't dealing with “bad” performances per se this year, but broadly speaking, the group is lagging the S&P 500. That's likely due in part to low or no payout mega-cap growth stocks powering the broader market higher.
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