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WisdomTree US Quality Dividend Gr ETF DGRW

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DGRW

Will DGRW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGRW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGRW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree US Quality Dividend Gr ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DGRW

More DGRW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.07 985.9 Mil
Technology

Apple Inc

4.61 563.5 Mil
Technology

Broadcom Inc

3.73 455.7 Mil
Technology

AbbVie Inc

3.59 438.9 Mil
Healthcare

Johnson & Johnson

3.44 420.5 Mil
Healthcare

Procter & Gamble Co

2.95 360.1 Mil
Consumer Defensive

The Home Depot Inc

2.83 345.2 Mil
Consumer Cyclical

NVIDIA Corp

2.81 343.2 Mil
Technology

Coca-Cola Co

2.56 313.1 Mil
Consumer Defensive

PepsiCo Inc

2.24 273.8 Mil
Consumer Defensive