WisdomTree U.S. Quality Dividend Growth Fund (DGRW_US)
ETF Strategy·2026-01-06 09:41

Core Insights - The WisdomTree U.S. Quality Dividend Growth Fund (DGRW) focuses on U.S. large-cap companies that pay dividends and exhibit growth and quality characteristics [1] Group 1: Index Composition - The underlying index includes companies with market capitalizations above $2 billion that have paid regular dividends over the past 12 months [1] - Eligible companies must have an earnings yield greater than their dividend yield [1] - The index uses a 50/50 weighting approach to evaluate growth and quality factors [1] Group 2: Growth and Quality Assessment - Growth is assessed based on historical sales and EBITDA growth, along with long-term earnings growth projections from analysts [1] - Quality is measured through a three-year average of return on equity and return on assets [1] Group 3: Selection and Weighting - The top 300 companies with the highest combined factor scores are selected and weighted based on total cash dividends paid over the previous year [1] - Individual stock weight is capped at 8%, while sector weights are limited to 20%, with exceptions for Information Technology (30%) and Real Estate (10%) [1]

WisdomTree U.S. Quality Dividend Growth Fund (DGRW_US) - Reportify