WisdomTree U.S. Quality Dividend Growth Fund logo
DGRWWisdomTree U.S. Quality Dividend Growth Fund

Price CAGR:14.21%(TTM)

Over the latest trailing 12-month period, price cagr is +14.21%. The comparable SPY value is +19.16%. Year-to-date price return is +5.49%. Price CAGR uses adjusted close price history and excludes dividends.

Over longer horizons, Price CAGR averages 13.36% over 3 years and 9.77% over 5 years. The price CAGR (Compound Annual Growth Rate) shows how the company's stock price has grown over various time periods. This measures pure price appreciation without including dividends.

DGRW Price CAGR Chart

WisdomTree U.S. Quality Dividend Growth Fund (DGRW)

DGRW Quarterly Price (YoY)

Price growth vs the same quarter one year earlier, last 20 quarters.

DGRW Price CAGR History

YearStart PriceEnd PriceChange% ChangeCAGR
202680.8297.97+17.15+21.22%+21.22%
202575.8380.82+4.99+6.58%+6.58%
202462.4075.83+13.43+21.52%+21.52%
202359.5962.40+2.81+4.72%+4.72%
202259.3459.59+0.25+0.42%+0.42%
202143.7259.34+15.62+35.73%+35.73%
202042.3343.72+1.39+3.28%+3.28%
201941.5942.33+0.74+1.78%+1.78%
201836.0741.59+5.52+15.30%+15.30%
201730.6136.07+5.46+17.84%+17.84%
201632.0530.61-1.44-4.49%-4.49%
201528.3432.05+3.71+13.09%+13.09%
201424.9028.34+3.44+13.82%+13.82%

Quarterly Price: QoQ & YoY

QuarterValueQoQYoY
Q2 202695+10.5%+13.1%
Q1 202686-4.2%+6.6%
Q4 202589+0.5%+9.2%
Q3 202589+6.2%+7.3%
Q2 202584+4.2%+7.0%
Q1 202580-1.8%+6.3%
Q4 202482-1.2%+16.5%
Q3 202483+5.9%+30.8%
Q2 202478+3.5%+17.4%
Q1 202476+7.6%+23.4%
Q4 202370+10.9%+16.5%
Q3 202363-4.9%+15.8%
Q2 202367+8.9%+16.1%
Q1 202361+1.5%-4.2%
Q4 202260+10.3%-8.3%
Q3 202255-4.8%-8.5%

QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.

About WisdomTree U.S. Quality Dividend Growth Fund

Under typical market conditions, the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) commits a minimum of 80% of its total assets (excluding collateral from securities lending) to either the direct constituents of its underlying index or other investments sharing substantially identical economic profiles. This index is characterized by a fundamental weighting approach and focuses on U.S. common stocks that not only pay dividends but also exhibit strong growth characteristics. It's important to note that the fund is classified as non-diversified.

New York, NY
Financial Services / Asset Management - Income
Sector
Financial Services
Industry
Asset Management - Income