- ISIN
- US97717X6691
- CUSIP
- 97717X669
- Issuer
- WisdomTree
- Inception Date
- May 22, 2013
- Region
- North America (U.S.)
- Category
- Dividend, Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree U.S. Quality Dividend Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $17B
Share Price Chart
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Performance
DGRW Performance Chart
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) is up 7.4% since the beginning of the year. DGRW is currently trading at $96 per share. Investors who bought $1,000 worth of DGRW shares 5 years ago would now be looking at an investment worth $1,775.
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Returns By Period
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) has returned 7.35% so far this year and 18.84% over the past 12 months. Over the last decade, DGRW has posted an annualized return of 14.25%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
WisdomTree U.S. Quality Dividend Growth Fund
- 1D
- -0.32%
- 1M
- -0.70%
- YTD
- 7.35%
- 6M
- 7.02%
- 1Y
- 18.84%
- 3Y*
- 15.46%
- 5Y*
- 12.16%
- 10Y*
- 14.25%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
DGRW Monthly Returns History
Based on dividend-adjusted daily data since May 22, 2013, DGRW's average daily return is +0.05%, while the average monthly return is +1.09%. At this rate, an investment would double in approximately 5.3 years.
Historically, 66% of months were positive and 34% were negative. The best month was Oct 2022 with a return of +11.1%, while the worst month was Mar 2020 at -10.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, DGRW closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -10.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.41% | 1.68% | -5.41% | 7.00% | 3.47% | -1.55% | 7.35% | ||||||
| 2025 | 2.93% | 0.10% | -3.91% | -2.64% | 4.15% | 3.83% | 1.74% | 2.80% | 1.94% | 0.18% | 1.11% | -0.37% | 12.17% |
| 2024 | 1.29% | 4.03% | 3.23% | -4.10% | 4.08% | 3.06% | 2.26% | 2.90% | 1.70% | -1.37% | 4.14% | -4.89% | 16.98% |
| 2023 | 3.42% | -2.21% | 2.55% | 1.91% | -1.25% | 6.73% | 2.58% | -1.72% | -5.07% | -1.47% | 7.89% | 4.69% | 18.66% |
| 2022 | -3.17% | -2.52% | 2.80% | -3.75% | 0.56% | -6.44% | 6.14% | -3.15% | -7.93% | 11.09% | 5.96% | -4.31% | -6.33% |
| 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% | 24.46% |
Benchmark Metrics
WisdomTree U.S. Quality Dividend Growth Fund has an annualized alpha of 2.06%, beta of 0.88, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since May 22, 2013.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.18%) than losses (91.20%) - typical of diversified or defensive assets.
- This ETF generated an annualized alpha of 2.06% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.88 and R2 of 0.94, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.06%
- Beta
- 0.88
- R²
- 0.94
- Upside Capture
- 96.18%
- Downside Capture
- 91.20%
Expense Ratio
DGRW has an expense ratio of 0.28%, placing it in the medium range.
Return for Risk
Risk / Return Rank
DGRW ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree U.S. Quality Dividend Growth Fund (DGRW) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGRW | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.78 | -0.51 |
| Martin ratioReturn relative to average drawdown | 9.75 | 12.44 | -2.69 |
Dividends
Dividend History
WisdomTree U.S. Quality Dividend Growth Fund provided a 1.29% dividend yield over the last twelve months, with an annual payout of $1.23 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.23 | $1.28 | $1.25 | $1.23 | $1.30 | $1.17 | $1.04 | $1.07 | $0.93 | $0.71 | $0.71 | $0.66 |
Dividend yield | 1.29% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. Quality Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.03 | $0.06 | $0.17 | $0.08 | $0.06 | $0.00 | $0.38 | ||||||
| 2025 | $0.00 | $0.11 | $0.16 | $0.09 | $0.07 | $0.18 | $0.05 | $0.09 | $0.19 | $0.04 | $0.09 | $0.23 | $1.28 |
| 2024 | $0.01 | $0.08 | $0.17 | $0.07 | $0.07 | $0.18 | $0.06 | $0.11 | $0.15 | $0.08 | $0.10 | $0.20 | $1.25 |
| 2023 | $0.01 | $0.06 | $0.19 | $0.04 | $0.13 | $0.12 | $0.08 | $0.09 | $0.16 | $0.05 | $0.10 | $0.22 | $1.23 |
| 2022 | $0.02 | $0.08 | $0.15 | $0.10 | $0.07 | $0.19 | $0.07 | $0.10 | $0.19 | $0.06 | $0.08 | $0.23 | $1.30 |
| 2021 | $0.05 | $0.07 | $0.13 | $0.09 | $0.06 | $0.16 | $0.07 | $0.08 | $0.15 | $0.07 | $0.08 | $0.20 | $1.17 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. 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 U.S. Quality Dividend Growth Fund was 32.04%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current WisdomTree U.S. Quality Dividend Growth Fund drawdown is 2.42%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.04%Mar 2020 | 2mo 2d | 4mo 20d | 6mo 22dJan 2020 - Aug 2020 |
Rate-hike selloffLate 2018 | -18.65%Dec 2018 | 3mo 1d | 3mo 22d | 6mo 23dSep 2018 - Apr 2019 |
Bear market2022 | -17.27%Sep 2022 | 8mo 28d | 8mo 15d | 1y 5moJan 2022 - Jun 2023 |
2025 selloff2025 | -16.21%Apr 2025 | 4mo 28d | 2mo 26d | 7mo 24dNov 2024 - Jul 2025 |
2015 correction2015 | -13.17%Aug 2015 | 3mo 5d | 7mo 22d | 10mo 27dMay 2015 - Apr 2016 |
Drawdown Indicators
| DGRW | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -56.78% | +24.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -9.10% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -16.21% | -18.90% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -25.43% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | -33.92% | +1.88% |
Current DrawdownCurrent decline from peak | -2.42% | -1.80% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -10.71% | +7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.03% | -0.09% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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