- ISIN
- IE0003UH9270
- WKN
- A3EV92
- Issuer
- WisdomTree
- Inception Date
- Nov 13, 2023
- Region
- Europe (United Kingdom)
- Category
- UK Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree U.K. Quality Dividend Growth Index
- Domicile
- Ireland
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
Highlights
- Avg. Volume (1M)
- 553
- Avg. Volume Value (1M)
- £17.79K
Share Price Chart
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Performance
UGRW.L Performance Chart
WisdomTree UK Quality Dividend Growth UCITS ETF GBP (UGRW.L) is up 10.7% since the beginning of the year. UGRW.L is currently trading at £33 per share.
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Returns By Period
WisdomTree UK Quality Dividend Growth UCITS ETF GBP (UGRW.L) has returned 10.69% so far this year and 14.26% over the past 12 months.
WisdomTree UK Quality Dividend Growth UCITS ETF GBP
- 1D
- 1.61%
- 1M
- 5.43%
- 6M
- 7.81%
- YTD
- 10.69%
- 1Y
- 14.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 525.30%
Benchmark (S&P 500 Index)
- 1D
- 0.24%
- 1M
- 0.32%
- 6M
- 10.93%
- YTD
- 10.02%
- 1Y
- 16.85%
- 3Y*
- 16.15%
- 5Y*
- 12.04%
- 10Y*
- 13.03%
- ALL TIME*
- 11.36%
UGRW.L Monthly Returns History
Based on dividend-adjusted daily data since Nov 13, 2023, UGRW.L's average daily return is +14.58%, while the average monthly return is +309.14%. At this rate, an investment would double in approximately 0.0 years.
Historically, 67% of months were positive and 33% were negative. The best month was Nov 2023 with a return of +10,166.7%, while the worst month was Mar 2026 at -6.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.
On a daily basis, UGRW.L closed higher 52% of trading days. The best single day was Nov 22, 2023 with a return of +9,946.8%, while the worst single day was Apr 7, 2025 at -4.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.32% | 6.52% | -6.55% | 4.26% | 1.14% | -0.20% | 4.28% | 10.69% | |||||
| 2025 | 4.70% | -1.88% | -4.14% | 3.85% | 4.07% | 0.02% | 1.77% | -0.70% | 1.84% | 2.01% | -1.24% | 0.84% | 11.29% |
| 2024 | -0.37% | 1.63% | 4.20% | 0.26% | 3.18% | -1.21% | 2.97% | 0.05% | -0.30% | -5.29% | 2.33% | -2.13% | 5.06% |
| 2023 | 10,166.70% | 7.68% | 10,955.68% |
Benchmark Metrics
WisdomTree UK Quality Dividend Growth UCITS ETF GBP has an annualized alpha of 32395676968959248.00%, beta of 11.35, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 13, 2023.
- This ETF captured 3312.79% of S&P 500 Index gains but only 25.23% of its losses - a favorable profile for investors.
- R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 32,395,676,968,959,250.00%
- Beta
- 11.35
- R²
- 0.00
- Upside Capture
- 3,312.79%
- Downside Capture
- 25.23%
Expense Ratio
UGRW.L has an expense ratio of 0.29%, placing it in the medium range.
Return for Risk
Risk / Return Rank
UGRW.L ranks 45 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.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WisdomTree UK Quality Dividend Growth UCITS ETF GBP (UGRW.L) 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.
| UGRW.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.12 | -0.52 |
| Martin ratioReturn relative to average drawdown | 5.81 | 7.62 | -1.81 |
Dividends
Dividend History
WisdomTree UK Quality Dividend Growth UCITS ETF GBP provided a 3.33% dividend yield over the last twelve months, with an annual payout of £1.10 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | £1.10 | £0.82 | £0.74 |
Dividend yield | 3.33% | 2.68% | 2.59% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree UK Quality Dividend Growth UCITS ETF GBP. 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 | £0.46 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.28 | £0.85 | |||||
| 2025 | £0.17 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.26 | £0.00 | £0.00 | £0.25 | £0.00 | £0.00 | £0.82 |
| 2024 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.37 | £0.00 | £0.00 | £0.28 | £0.00 | £0.00 | £0.74 |
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 UK Quality Dividend Growth UCITS ETF GBP. 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 UK Quality Dividend Growth UCITS ETF GBP was 15.40%, occurring on Apr 7, 2025. Recovery took 28 trading sessions.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-15.40%Apr 2025 | 6mo 9d | 1mo 13d | 7mo 22dSep 2024 - May 2025 | 2025 selloff2025 |
-8.94%Mar 2026 | 18d | 28d | 1mo 16dMar 2026 - Apr 2026 | — |
-4.68%Aug 2024 | 4d | 18d | 22dAug 2024 - Aug 2024 | — |
-4.57%May 2026 | 13d | 2mo 18d | 3mo 1dApr 2026 - Jul 2026 | — |
-3.78%Jul 2024 | 1mo 12d | 29d | 2mo 11dMay 2024 - Jul 2024 | — |
Drawdown Indicators
| UGRW.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.40% | -37.07% | +21.67% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -8.03% | -0.91% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.01% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.55% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -5.30% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 2.22% | +0.25% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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