Wisdomtree Quality Dividend Etf Profile
| DGRW Etf | USD 84.84 0.45 0.53% |
Performance10 of 100
| Odds Of DistressLess than 9
|
WisdomTree Quality is selling for under 84.84 as of the 30th of November 2024; that is 0.53 percent decrease since the beginning of the trading day. The etf's lowest day price was 84.73. WisdomTree Quality has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for WisdomTree Quality Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Quality Dividend
Moving together with WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Large Blend, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2013-05-22 |
| Benchmark | WisdomTree U.S. Quality Dividend Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 15.25 Billion |
| Average Trading Valume | 616,579.2 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Thomas J. Durante, Richard A. Brown |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 302 |
| Market Maker | Susquehanna |
| Total Expense | 0.28 |
| Management Fee | 0.28 |
| Country Name | USA |
| Returns Y T D | 22.34 |
| Name | WisdomTree U.S. Quality Dividend Growth Fund |
| Currency Code | USD |
| Open Figi | BBG004LMH377 |
| In Threey Volatility | 15.09 |
| 1y Volatility | 10.46 |
| 200 Day M A | 78.6278 |
| 50 Day M A | 83.6132 |
| Code | DGRW |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
WisdomTree Quality Dividend [DGRW] is traded in USA and was established 2013-05-22. The fund is listed under Large Blend category and is part of WisdomTree family. The entity is thematically classified as High Dividend Yield ETFs. WisdomTree Quality currently have 6.33 B in assets under management (AUM). , while the total return for the last 3 years was 12.7%.
Check WisdomTree Quality Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Quality Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top WisdomTree Quality Dividend Etf Constituents
| BA | The Boeing | Stock | Industrials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| IBM | International Business Machines | Stock | Information Technology | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
WisdomTree Quality Top Holders
| HASIX | Horizon Active Asset | Mutual Fund | Tactical Allocation | |
| ARAAX | Horizon Active Risk | Mutual Fund | Tactical Allocation | |
| AAANX | Horizon Active Asset | Mutual Fund | Tactical Allocation | |
| HASAX | Horizon Active Asset | Mutual Fund | Tactical Allocation | |
| PFTSX | Pfg Tactical Income | Mutual Fund | Allocation--30% to 50% Equity | |
| ATESX | Anchor Tactical Equity | Mutual Fund | Options Trading |
WisdomTree Quality Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Quality. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0737 | |||
| Jensen Alpha | 0.0544 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | (0.11) |
WisdomTree Quality Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Quality Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
The market value of WisdomTree Quality is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Quality's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Quality's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Quality's market value can be influenced by many factors that don't directly affect WisdomTree Quality's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Quality's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.