DGRW:NSD-WisdomTree U.S. Quality Dividend Growth Fund (USD)

ETF | Large Blend | NSD

Last Closing Price

USD 37.86

Change

0.00 (0.00)%

Market Cap

USD 3.05B

Volume

0.42M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Quality Dividend Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) 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. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Valuation Growth & Performance

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-05 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VONE Vanguard Russell 1000 Index Fu.. 0.08 %

N/A

USD3.58B
ESGU iShares ESG MSCI USA ETF 0.15 %

N/A

USD3.43B
FTCS First Trust Capital Strength E.. 0.60 %

N/A

USD3.30B
VTHR Vanguard Russell 3000 Index Fu.. 0.10 %

N/A

USD1.37B
FEX First Trust Large Cap Core Alp.. 0.60 %

N/A

USD1.20B
PKW Invesco BuyBack Achievers ETF 0.62 %

N/A

USD1.03B
CFA VictoryShares US 500 Volatilit.. 0.35 %

N/A

USD0.81B
CFO VictoryShares US 500 Enhanced .. 0.35 %

N/A

USD0.63B
FVC First Trust Dorsey Wright Dyna.. 0.71 %

N/A

USD0.38B
CATH Global X S&P 500 Catholic Valu.. 0.29 %

N/A

USD0.29B

ETFs Containing DGRW

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Large Blend)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -21.89% 79% C+ 66% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -21.89% 79% C+ 65% D
Trailing 12 Months  
Capital Gain -13.88% 64% D 71% C-
Dividend Return 1.79% 93% A 43% F
Total Return -12.09% 71% C- 72% C-
Trailing 5 Years  
Capital Gain 20.65% 78% C+ 75% C
Dividend Return 12.32% 100% A+ 54% F
Total Return 32.97% 100% A+ 76% C
Average Annual (5 Year Horizon)  
Capital Gain 10.55% 93% A 64% D
Dividend Return 2.25% 100% A+ 60% D-
Total Return 12.80% 100% A+ 66% D
Risk Return Profile  
Volatility (Standard Deviation) 9.23% 57% F 88% B+
Risk Adjusted Return 138.67% 93% A 97% A+
Market Capitalization 3.05B 79% C+ 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:

There is nothing we particularly dislike