WisdomTree U.S. Quality Dividend Growth DGRW favors highly profitable stocks with durable competitive advantages that should have the capacity to raise their dividends in the future. But it ignores firms' records of past dividend growth, which reflects managers' willingness to raise their dividends and the stability of the underlying businesses. Dividend weighting also limits the fund's exposure to firms with improving fundamentals. It warrants a downgrade to a Morningstar Analyst Rating of Neutral from Bronze.
Will DGRW outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of DGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.