DGRW
$87.37
WisdomTree U.S. Quality Dividend Growth Fund
Fund Family: WisdomTree Trust
1 Month
+2.02%
YTD
+12.39%
1 Year
+12.39%
3 Year
+55.69%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
17.7%
of portfolio
MSFTMicrosoft Corp
7.21%AAPLApple Inc
4.83%NVDANVIDIA Corp
2.90%METAMeta Platforms Inc
1.44%GOOGAlphabet Inc.
1.34%Top 10 Holdings (36.5% of portfolio)
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | Information | 7.21% |
| 2 | Exxon Mobil Corp | XOM | Manufacturing | 5.13% |
| 3 | Apple Inc | AAPL | Manufacturing | 4.83% |
| 4 | Chevron Corp | CHV | Unknown | 3.22% |
| 5 | Procter & Gamble Co/The | PG | Manufacturing | 3.21% |
| 6 | NVIDIA Corp | NVDA | Manufacturing | 2.90% |
| 7 | Philip Morris International Inc. | 4I1 | Unknown | 2.71% |
| 8 | Home Depot Inc/The | HD | Retail Trade | 2.67% |
| 9 | Merck & Co Inc | MRK | Manufacturing | 2.43% |
| 10 | UnitedHealth Group Inc | UNH | Finance and Insurance | 2.24% |
Fund Information
| Net Assets | $14.80B | Expense Ratio | N/A |
| Total Holdings | 300 | Annual Fee* | N/A |
| Inception Date | N/A | Fund Family | WisdomTree Trust |
*Annual fee per $10,000 invested