Total Return CAGR:15.76%(TTM)
Over the latest trailing 12-month period, total return cagr is +15.76%. The comparable SPY value is +20.46%. Year-to-date total return is +6.48%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Total Return CAGR averages 15.07% over 3 years and 11.66% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of the company's investment performance.
DGRW Total Return CAGR Chart
WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
DGRW Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
DGRW Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 461.85 | 491.79 | +29.94 | +6.48% | +6.48% |
| 2025 | 411.73 | 461.85 | +50.12 | +12.17% | +12.17% |
| 2024 | 352.62 | 411.73 | +59.11 | +16.76% | +16.76% |
| 2023 | 297.20 | 352.62 | +55.42 | +18.65% | +18.65% |
| 2022 | 317.33 | 297.20 | -20.13 | -6.34% | -6.34% |
| 2021 | 254.99 | 317.33 | +62.34 | +24.45% | +24.45% |
| 2020 | 223.97 | 254.99 | +31.02 | +13.85% | +13.85% |
| 2019 | 172.89 | 223.97 | +51.08 | +29.55% | +29.55% |
| 2018 | 182.69 | 172.89 | -9.80 | -5.36% | -5.36% |
| 2017 | 143.93 | 182.69 | +38.76 | +26.93% | +26.93% |
| 2016 | 128.40 | 143.93 | +15.53 | +12.10% | +12.10% |
| 2015 | 128.72 | 128.40 | -0.33 | -0.26% | -0.26% |
| 2014 | 113.16 | 128.72 | +15.56 | +13.75% | +13.75% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 492 | +10.9% | +14.6% |
| Q1 2026 | 444 | -4.0% | +8.1% |
| Q4 2025 | 462 | +0.9% | +11.0% |
| Q3 2025 | 458 | +6.6% | +8.8% |
| Q2 2025 | 429 | +4.6% | +8.5% |
| Q1 2025 | 410 | -1.4% | +7.8% |
| Q4 2024 | 416 | -1.0% | +18.0% |
| Q3 2024 | 421 | +6.3% | +33.0% |
| Q2 2024 | 396 | +3.9% | +19.5% |
| Q1 2024 | 381 | +7.9% | +25.7% |
| Q4 2023 | 353 | +11.5% | +18.7% |
| Q3 2023 | 316 | -4.5% | +18.1% |
| Q2 2023 | 331 | +9.3% | +18.5% |
| Q1 2023 | 303 | +1.9% | -2.0% |
| Q4 2022 | 297 | +11.0% | -6.3% |
| Q3 2022 | 268 | -4.2% | -6.5% |
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.
- Sector
- Financial Services
- Industry
- Asset Management - Income