WisdomTree U.S. Dividend Growth Fund (DGRW)

ETF · Currency in USD · Last updated Aug 6, 2022

DGRW is a passive ETF by WisdomTree tracking the investment results of the WisdomTree U.S. Dividend Growth Index. DGRW launched on May 22, 2013 and has a 0.28% expense ratio.

ETF Info

ISIN	US97717X6691
CUSIP	97717X669
Issuer	WisdomTree
Inception Date	May 22, 2013
Region	North America (U.S.)
Category	Large Cap Growth Equities, Dividend
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

Trading Data

Previous Close	$60.92
Year Range	$55.18 - $65.49
EMA (50)	$59.27
EMA (200)	$60.34
Average Volume	$514.11K

DGRWShare Price Chart

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Benchmark

DGRWPerformance

The chart shows the growth of $10,000 invested in WisdomTree U.S. Dividend Growth Fund in May 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $29,655 for a total return of roughly 196.55%. All prices are adjusted for splits and dividends.

DGRW (WisdomTree U.S. Dividend Growth Fund)

Benchmark (^GSPC)

DGRWReturns in periods

Returns over 1 year are annualized

Period	Return	Benchmark
1M	5.84%	8.19%
6M	-3.42%	-7.42%
YTD	-6.49%	-13.03%
1Y	1.38%	-5.85%
5Y	12.80%	10.86%
10Y	12.54%	10.49%

DGRWMonthly Returns Heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2022	-3.17%	-2.52%	2.80%	-3.75%	0.56%	-6.44%	6.14%	0.26%
2021	-1.66%	1.23%	6.92%	2.45%	1.74%	0.62%	2.84%	1.85%	-5.41%	5.99%	-0.60%	6.82%
2020	-1.47%	-8.55%	-10.41%	10.98%	4.09%	1.85%	4.55%	6.67%	-1.93%	-3.51%	10.36%	2.90%
2019	6.33%	4.30%	1.83%	3.07%	-7.42%	6.94%	2.13%	-1.09%	2.87%	1.98%	3.88%	2.12%
2018	5.27%	-4.20%	-2.95%	-0.57%	2.79%	-0.16%	4.48%	2.87%	1.26%	-6.33%	2.33%	-9.18%
2017	1.77%	4.63%	0.58%	1.42%	1.73%	0.92%	0.92%	0.84%	2.49%	2.63%	4.65%	1.57%
2016	-4.60%	1.45%	6.95%	-0.42%	1.10%	0.86%	3.83%	-0.66%	-0.23%	-2.09%	4.47%	1.32%
2015	-3.43%	6.42%	-1.62%	0.67%	1.04%	-2.04%	0.90%	-6.14%	-2.05%	8.91%	0.24%	-2.25%
2014	-4.68%	4.26%	1.52%	1.12%	1.77%	1.21%	-1.35%	3.81%	-1.02%	2.78%	3.93%	-0.03%
2013					-1.20%	-1.59%	4.50%	-2.39%	3.04%	4.82%	3.47%	2.12%

DGRWSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree U.S. Dividend Growth Fund Sharpe ratio is 0.07. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

DGRW (WisdomTree U.S. Dividend Growth Fund)

Benchmark (^GSPC)

DGRWDividend History

WisdomTree U.S. Dividend Growth Fund granted a 2.01% dividend yield in the last twelve months. The annual payout for that period amounted to $1.22 per share.

Period	TTM	2021	2020	2019	2018	2017	2016	2015	2014	2013
Dividend	$1.22	$1.17	$1.03	$1.06	$0.93	$0.71	$0.71	$0.66	$0.56	$0.29
Dividend yield	2.01%	1.80%	1.97%	2.32%	2.62%	1.89%	2.40%	2.51%	2.11%	1.26%

DGRWDrawdowns Chart

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

DGRW (WisdomTree U.S. Dividend Growth Fund)

Benchmark (^GSPC)

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
-15.74%	Jan 5, 2022	113	Jun 16, 2022	—	—	—
-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

DGRWVolatility Chart

Current WisdomTree U.S. Dividend Growth Fund volatility is 12.08%. 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.

DGRW (WisdomTree U.S. Dividend Growth Fund)

Benchmark (^GSPC)

DGRWAlternatives

Symbol	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield
DGRO	Jun 10, 2014	0.08%	-7.94%	11.76%	2.06%	Compare DGRW and DGRO
SCHD	Oct 20, 2011	0.06%	-6.17%	13.51%	3.25%	Compare DGRW and SCHD