WisdomTree U.S. Dividend Growth Fund (DGRW)
- ISIN
- US97717X6691
- CUSIP
- 97717X669
- Issuer
- WisdomTree
- Inception Date
- May 22, 2013
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Expense Ratio
- 0.28%
- Index Tracked
- WisdomTree U.S. Dividend Growth Index
- ETF Home Page
- www.wisdomtree.com
- Asset Class
- Equity
Asset Class Size
- Large-Cap
Asset Class Style
- Growth
DGRWPrice Chart
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DGRWPerformance
The chart shows the growth of $10,000 invested in WisdomTree U.S. Dividend Growth Fund on Jun 25, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,320 for a total return of roughly 223.20%. All prices are adjusted for splits and dividends.
DGRWReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| YTD | -2.41% | -3.97% |
| 1M | 0.67% | -0.94% |
| 6M | 8.57% | 7.48% |
| 1Y | 21.03% | 21.47% |
| 5Y | 16.23% | 15.05% |
| 10Y | 14.69% | 13.31% |
DGRWMonthly Returns Heatmap
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DGRWDividends
WisdomTree U.S. Dividend Growth Fund granted a 1.83% dividend yield in the last twelve months, as of Jan 19, 2022. The annual payout for that period amounted to $1.17 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.17 | $1.17 | $1.03 | $1.06 | $0.93 | $0.71 | $0.71 | $0.66 | $0.56 | $0.29 |
Dividend yield | 1.83% | 1.78% | 1.94% | 2.29% | 2.59% | 1.86% | 2.37% | 2.48% | 2.08% | 1.25% |
DGRWDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
DGRWWorst Drawdowns
The table below shows the maximum drawdowns of the WisdomTree U.S. Dividend Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the WisdomTree U.S. Dividend Growth Fund is 32.04%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.04% | Jan 21, 2020 | 44 | Mar 23, 2020 | 97 | Aug 10, 2020 | 141 |
| -18.65% | Sep 24, 2018 | 64 | Dec 24, 2018 | 76 | Apr 15, 2019 | 140 |
| -13.17% | May 22, 2015 | 66 | Aug 25, 2015 | 159 | Apr 13, 2016 | 225 |
| -11.07% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -7.73% | Apr 24, 2019 | 27 | May 31, 2019 | 23 | Jul 3, 2019 | 50 |
| -7.64% | Oct 13, 2020 | 14 | Oct 30, 2020 | 7 | Nov 10, 2020 | 21 |
| -7.19% | Sep 3, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.06% | Jan 2, 2014 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -6.54% | Sep 22, 2014 | 18 | Oct 15, 2014 | 12 | Oct 31, 2014 | 30 |
| -6.19% | Jul 30, 2019 | 12 | Aug 14, 2019 | 19 | Sep 11, 2019 | 31 |
DGRWVolatility Chart
Current WisdomTree U.S. Dividend Growth Fund volatility is 9.26%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.
Portfolios with WisdomTree U.S. Dividend Growth Fund
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