DGRWWisdomTree U.S. Quality Dividend Growth Fund
Tracks the price and yield performance of the WisdomTree U.S. Quality Dividend Growth Index.
By WisdomTree · Launched 2013
Annual Cost
0.28%
#1,253 of 5,853 · low cost
Fund Size
$16.6B
#181 of 5,853 · large
Return (1Y)Goal
+14.3%
Track Record
13 years
#1,059 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,220+12.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Dividend
Index tracked
WisdomTree US Quality Dividend Growth Index
What it actually holds
By weightConcentration
Top 10 holdings = 37.7% of fund✓ well diversified
NVIDIA Corp.
7.5%
Apple Inc.
5.5%
Microsoft Corp.
4.7%
Exxon Mobil Corp.
3.5%
Meta Platforms Inc
3.3%
Coca-Cola Co (The)
2.9%
Home Depot Inc.
2.8%
Oracle Corp.
2.5%
Alphabet Inc.
2.5%
Alphabet Inc.
2.4%
Asset allocation
Stocks
100.0%
By sector
Technology
33.8%
Healthcare
12.8%
Industrials
11.8%
Communication
11.1%
Financial Services
8.4%
Consumer Cyclical
8.0%
Consumer Defensive
6.7%
Energy
4.5%
Other
3.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.4%Moderate
Year-on-year price swings
Max drawdown
-32.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. Quality Dividend Growth Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. Quality Dividend Growth Index, investing in dividend-paying U.S. common stocks with growth and quality characteristics. The Fund generally uses a representative sampling strategy to achieve its investment objective, focusing on sectors like Information Technology and Industrials.
- Inception date
- May 22, 2013
- Fund family
- WisdomTree
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Data updated on 2026-08-02