NAS:DGRW

WisdomTree U.S. Dividend Growth Fund

$ 85.225 0.515 ( +0.61%) 01:00 PM EST
PE Ratio:
50.25
PB Ratio:
4.59
Volume:
337.57K
Dividend Yield %:
1.39
Last Holding update 2025-06-26 303 Stocks (3 new)
Value $14.77 Bil Turnover 3 %
Top Holdings: MSFT(7.23%) XOM(5.14%) AAPL(4.84%) CVX(3.22%) PG(3.21%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. Dividend Growth Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. Dividend Growth Fund Key Statistics

Name Value
Day's Open ($) 84.82
Day's Range ($) 84.82 - 85.35
Day's Volume 337,567
52-Week Range ($) 69.84 - 85.885
Beta 0.88
3-Year Sharpe Ratio 0.66
3-Year Sortino Ratio 1.07
Volatility 11.29
14-Day RSI 73.78
14-Day ATR ($) 0.75963
20-Day SMA ($) 82.69325

Fundamental Data

Name Value
Market Cap (Mil $) 16,022.3
Shares Outstanding (Mil) 188
PE Ratio 50.25
PE Ratio (10y Range) 15 - 50.25
PE Ratio (10y Median) 20.9
PB Ratio 4.59
PB Ratio (10y Range) 3.57 - 7.16
PB Ratio (10y Median) 5.05

Dividend Data

Name Value
Dividends per Share (TTM) ($) 1.181
Dividend Yield % 1.39
Dividend Yield % (10y Range) 1.21 - 2.99
Dividend Yield % (10y Median) 1.93
Next Dividend Payment Date
Dividend Frequency Monthly

DGRW WisdomTree U.S. Dividend Growth Fund Fundamental Charts

Historical TTM Price-to-Earnings for DGRW WisdomTree U.S. Dividend Growth Fund

Historical TTM Price-to-Earnings without NRI for DGRW WisdomTree U.S. Dividend Growth Fund

Historical Price-to-Book Ratio for DGRW WisdomTree U.S. Dividend Growth Fund

Historical Dividend Yields for DGRW WisdomTree U.S. Dividend Growth Fund

WisdomTree U.S. Dividend Growth Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with NAS:DGRW

No Available Data

NAS:DGRW is held by these investors

No Available Data
WisdomTree U.S. Quality Divide... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
2,843,170
1,067,297.6
+0.43%
7.230
+0.03%
0.040
+33.94%
+18.80%
3,707,650.2
Software
XOM
Exxon Mobil Corp
6,387,251
759,635.8
+0.75%
5.140
+0.04%
0.150
+0.71%
+6.21%
483,541.5
Oil & Gas
AAPL
Apple Inc
3,217,127
714,620.4
+3.58%
4.840
+0.17%
0.020
+5.24%
-14.52%
3,189,545.6
Hardware
CVX
Chevron Corp
2,846,001
476,107.5
+2.38%
3.220
+0.07%
0.160
-3.81%
+4.83%
257,010.4
Oil & Gas
PG
Procter & Gamble Co
2,782,538
474,200.1
+1.69%
3.210
+0.05%
0.120
-6.12%
-2.88%
377,072.7
Consumer Packaged Goods
NVDA
NVIDIA Corp
3,957,154
428,876.3
-1.40%
2.900
-0.05%
0.020
+56.53%
+18.67%
3,885,913.3
Semiconductors
PM
Philip Morris International Inc
2,529,210
401,461.5
+3.14%
2.720
+0.08%
0.160
+11.20%
+51.07%
278,429.8
Tobacco Products
HD
The Home Depot Inc
1,076,794
394,634.2
+3.58%
2.670
+0.09%
0.110
+5.08%
-3.25%
369,794.8
Retail - Cyclical
MRK
Merck & Co Inc
4,004,959
359,485.1
+2.31%
2.430
+0.05%
0.160
-5.38%
-17.12%
203,217.8
Drug Manufacturers
UNH
UnitedHealth Group Inc
631,901
330,958.2
-1.29%
2.240
-0.03%
0.070
-42.50%
-38.31%
279,898.2
Healthcare Plans

WisdomTree U.S. Quality Dividend Growth Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. Quality Dividend Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Add
Add
+0.17%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 3.58%
3,217,127
111,145
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
New Buy
New Buy
+0.11%
●
634.14 ($687.82) 744.83
$547.36
-20.42%
New holding
24,909
24,909
C
Citigroup Inc
2025-03-31
Add
Add
+0.10%
●
67.23 ($76.25) 84.63
$88.72
16.35%
Add 7.34%
3,128,542
213,954
HD
The Home Depot Inc
2025-03-31
Add
Add
+0.09%
●
347.25 ($389.72) 424.87
$371.68
-4.63%
Add 3.58%
1,076,794
37,184
PM
Philip Morris International Inc
2025-03-31
Add
Add
+0.08%
●
117.15 ($141.65) 158.79
$178.88
26.28%
Add 3.14%
2,529,210
76,930
CVX
Chevron Corp
2025-03-31
Add
Add
+0.07%
●
146.71 ($156.54) 167.97
$148.37
-5.22%
Add 2.38%
2,846,001
66,213
GILD
Gilead Sciences Inc
2025-03-31
Add
Add
+0.06%
●
89.14 ($103.18) 117.41
$111.75
8.31%
Add 3.95%
1,968,220
74,769
EXPE
Expedia Group Inc
2025-03-31
New Buy
New Buy
+0.06%
●
157.11 ($182.16) 206.52
$176.48
-3.12%
New holding
48,321
48,321
V
Visa Inc
2025-03-31
Add
Add
+0.06%
●
306.92 ($338.38) 362.71
$358.86
6.05%
Add 3.67%
670,276
23,711
WMT
Walmart Inc
2025-03-31
Add
Add
+0.06%
●
84.5 ($93.81) 105.05
$98.36
4.85%
Add 2.89%
3,688,413
103,586

WisdomTree U.S. Quality Dividend Growth Fund Total Holding History ($B)

To

WisdomTree U.S. Quality Dividend Growth Fund's Asset Allocation

To

WisdomTree U.S. Quality Dividend Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. Quality Dividend Growth Fund's Hypothetical Growth since 2025-03-31

WisdomTree U.S. Quality Dividend Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. Quality Dividend Growth Fund's Holdings Heat Map

Size field:

WisdomTree U.S. Quality Dividend Growth Fund's Holdings Bubble Chart

WisdomTree U.S. Quality Dividend Growth Fund News

  • 1

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