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WisdomTree Emerging Markets Quality Dividend Growt...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS97717W3236
CUSIP97717W323
IssuerWisdomTree
Inception DateAug 1, 2013
RegionEmerging Markets (Broad)
CategoryEmerging Markets Equities, Actively Managed, Dividend
Index TrackedNo Index (Active)
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The WisdomTree Emerging Markets Quality Dividend Growth Fund has a high expense ratio of 0.32%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.32%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree Emerging Markets Quality Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%OctoberNovemberDecember2024FebruaryMarch
30.40%
207.49%
DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree Emerging Markets Quality Dividend Growth Fund had a return of 3.58% year-to-date (YTD) and 17.24% in the last 12 months. Over the past 10 years, WisdomTree Emerging Markets Quality Dividend Growth Fund had an annualized return of 2.97%, while the S&P 500 had an annualized return of 10.96%, indicating that WisdomTree Emerging Markets Quality Dividend Growth Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.58%10.04%
1 month1.11%3.53%
6 months15.27%22.79%
1 year17.24%32.16%
5 years (annualized)3.43%13.15%
10 years (annualized)2.97%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.66%3.96%
2023-4.62%-0.97%-3.90%8.91%5.90%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
DGRE
WisdomTree Emerging Markets Quality Dividend Growth Fund
1.31
^GSPC
S&P 500
2.76

Sharpe Ratio

The current WisdomTree Emerging Markets Quality Dividend Growth Fund Sharpe ratio is 1.31. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.31
2.76
DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree Emerging Markets Quality Dividend Growth Fund granted a 2.15% dividend yield in the last twelve months. The annual payout for that period amounted to $0.55 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.55$0.55$0.93$0.73$0.60$0.61$0.60$0.57$0.67$0.58$0.60$0.14

Dividend yield

2.15%2.22%4.38%2.56%2.11%2.32%2.71%2.09%3.18%3.01%2.45%0.57%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Emerging Markets Quality Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.09$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.15
2022$0.00$0.00$0.12$0.00$0.00$0.51$0.00$0.00$0.30$0.00$0.00$0.00
2021$0.00$0.00$0.06$0.00$0.00$0.22$0.00$0.00$0.29$0.00$0.00$0.16
2020$0.00$0.00$0.04$0.00$0.00$0.18$0.00$0.00$0.27$0.00$0.00$0.11
2019$0.00$0.00$0.04$0.00$0.00$0.21$0.00$0.00$0.26$0.00$0.00$0.11
2018$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.25$0.00$0.00$0.17
2017$0.00$0.00$0.05$0.00$0.00$0.18$0.00$0.00$0.29$0.00$0.00$0.06
2016$0.00$0.00$0.05$0.00$0.00$0.18$0.00$0.00$0.33$0.00$0.00$0.12
2015$0.00$0.00$0.05$0.00$0.00$0.21$0.00$0.00$0.33$0.00$0.00$0.00
2014$0.00$0.00$0.07$0.00$0.00$0.23$0.00$0.00$0.21$0.00$0.00$0.08
2013$0.06$0.00$0.00$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-10.52%
0
DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Emerging Markets Quality Dividend Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree Emerging Markets Quality Dividend Growth Fund was 36.95%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current WisdomTree Emerging Markets Quality Dividend Growth Fund drawdown is 10.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.95%Jan 29, 2018541Mar 23, 2020172Nov 24, 2020713
-36.55%Sep 8, 2014345Jan 21, 2016407Sep 1, 2017752
-35.38%Feb 16, 2021427Oct 24, 2022
-17.51%Oct 23, 201370Feb 3, 201487Jun 9, 2014157
-10.78%Aug 15, 20139Aug 27, 201315Sep 18, 201324

Volatility

Volatility Chart

The current WisdomTree Emerging Markets Quality Dividend Growth Fund volatility is 3.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
3.84%
2.82%
DGRE (WisdomTree Emerging Markets Quality Dividend Growth Fund)
Benchmark (^GSPC)