WisdomTree U.S. Quality Dividend Growth Fund

WisdomTree U.S. Quality Dividend Growth Fund

DGRW
WisdomTree U.S. Quality Dividend Growth FundUS flagNASDAQ Global Market
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USD
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No data availableFinancial data will appear here once available

Capital Structure

FRC

in mil. unless spec.
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Working Capital

FRC

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Growth Rates

FRC

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Quarterly Revenue

FRC

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Quarterly Earnings Per Share

FRC

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Quarterly Dividends Per Share

FRC

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Company Description

APIChatGPT
Sector
Financial Services
Industry
Asset Management - Income
Address
250 West 34th Street, 3rd Floor New York NY United States of America 10119
IPO Date
May 22, 2013
Business
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) is an exchange-traded fund that seeks to track the WisdomTree U.S. Quality Dividend Growth Index, providing exposure to dividend-paying large- and mid-cap U.S. companies selected for their quality characteristics, including profitability metrics such as return on equity and return on assets, and growth potential based on median analyst earnings growth estimates; the fund applies screens for dividend coverage ratios, composite risk scores, and liquidity, resulting in a portfolio of approximately 300-301 holdings predominantly in large-cap equities across diversified sectors with a focus on those demonstrating strong earnings retention and dividend growth capacity. Core offerings include access to high-quality U.S. dividend growers screened for momentum and ESG criteria in certain share classes; the fund complements high-yield dividend strategies or serves as a replacement for large-cap quality and growth approaches, with a gross expense ratio of 0.28%, total assets exceeding $16 billion, and a dividend yield around 1.70% as of mid-2025. Launched on May 22, 2013, and listed on NASDAQ, DGRW operates primarily in the U.S. equity market, targeting institutional and retail investors seeking income and capital appreciation with reduced volatility relative to broad market indices. The fund is issued by WisdomTree Trust and managed by WisdomTree Asset Management, Inc., in partnership with co-managers including Mellon Investments Corporation, under the umbrella of WisdomTree, Inc., headquartered at 250 West 34th Street in New York and founded in 1985. Recent major changes include the annual index rebalance effective December 11, 2024, which increased Energy sector exposure to 8.5% from 3.3% due to strong profitability in oil majors like ExxonMobil and Chevron, reduced Information Technology weighting by excluding names such as Broadcom, Cisco Systems, and Texas Instruments, added holdings like Eli Lilly based on superior growth scores, and refined methodology constraints introduced in 2022 to cap dividend weights relative to market-cap weights at three times or one-third to mitigate active risk; a special rebalance occurred in July 2025 for related indices, while WisdomTree, Inc. completed its transformative $275 million acquisition of Ceres Partners in October 2025, marking entry into private farmland assets and expanding beyond ETFs into alternative investments.