Wisdomtree Quality Dividend Etf Profile

DGRW Etf  USD 84.82  0.40  0.47%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
WisdomTree Quality is selling for under 84.82 as of the 26th of November 2024; that is 0.47 percent increase since the beginning of the trading day. The etf's lowest day price was 84.5. WisdomTree Quality has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for WisdomTree Quality Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Quality Dividend

Moving together with WisdomTree Etf

  0.95VTI Vanguard Total StockPairCorr
  0.96SPY SPDR SP 500 Aggressive PushPairCorr
  0.96IVV iShares Core SPPairCorr
  0.98VIG Vanguard DividendPairCorr
  0.95VV Vanguard Large CapPairCorr
  0.96RSP Invesco SP 500PairCorr

Moving against WisdomTree Etf

  0.77VIIX VIIXPairCorr
  0.74YCL ProShares Ultra YenPairCorr
  0.72FXY Invesco CurrencySharesPairCorr
  0.67ULE ProShares Ultra EuroPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Old NameWisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
Business ConcentrationHigh Dividend Yield ETFs, Strategy ETFs, Large Blend, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2013-05-22
BenchmarkWisdomTree U.S. Quality Dividend Growth Index
Entity TypeRegulated Investment Company
Asset Under Management15.03 Billion
Average Trading Valume607,312.4
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Thomas J. Durante, Richard A. Brown
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNASDAQ
Number of Constituents302
Market MakerSusquehanna
Total Expense0.28
Management Fee0.28
Country NameUSA
Returns Y T D21.59
NameWisdomTree U.S. Quality Dividend Growth Fund
Currency CodeUSD
Open FigiBBG004LMH377
In Threey Volatility15.09
1y Volatility10.46
200 Day M A78.4435
50 Day M A83.435
CodeDGRW
Updated At25th of November 2024
Currency NameUS Dollar
WisdomTree Quality Dividend [DGRW] is traded in USA and was established 2013-05-22. The fund is listed under Large Blend category and is part of WisdomTree family. The entity is thematically classified as High Dividend Yield ETFs. WisdomTree Quality currently have 6.33 B in assets under management (AUM). , while the total return for the last 3 years was 12.0%.
Check WisdomTree Quality Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Quality Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree Quality Dividend Etf Constituents

BAThe BoeingStockIndustrials
XOMExxon Mobil CorpStockEnergy
IBMInternational Business MachinesStockInformation Technology
MCDMcDonaldsStockConsumer Discretionary
KOThe Coca ColaStockConsumer Staples
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
More Details

WisdomTree Quality Top Holders

HASIXHorizon Active AssetMutual FundTactical Allocation
ARAAXHorizon Active RiskMutual FundTactical Allocation
AAANXHorizon Active AssetMutual FundTactical Allocation
HASAXHorizon Active AssetMutual FundTactical Allocation
PFTSXPfg Tactical IncomeMutual FundAllocation--30% to 50% Equity
ATESXAnchor Tactical EquityMutual FundOptions Trading
More Details

WisdomTree Quality Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Quality. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Quality Against Markets

When determining whether WisdomTree Quality is a strong investment it is important to analyze WisdomTree Quality's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Quality's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Quality Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
The market value of WisdomTree Quality is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Quality's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Quality's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Quality's market value can be influenced by many factors that don't directly affect WisdomTree Quality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Quality's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.