Summary
DGRW
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 14.04% Volatility 15.38% Sharpe 0.48
Official loaded data — not a live quote.

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

Symbol: DGRW

Exchange: NASDAQ

Sector: Technology

Category: Large Blend

Inception date: 22/05/2013

Latest date: 20/07/2026

Current price: $95.57

Expense ratio: 0.28%

Assets under management
$16.6B
-0.51% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.14%

Ann. -45.33% (Sharpe / Sortino numerator)

Volatility

15.62%

Sharpe ratio

-3.134

VaR 95%

-1.49%

CVaR 95%: -1.56%
Max drawdown: -7.17%
Sortino ratio: -5.284
Calmar ratio: -6.33

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

2.09%

Ann. -7.07% (Sharpe / Sortino numerator)

Volatility

12.37%

Sharpe ratio

-0.865

VaR 95%

-1.33%

CVaR 95%: -1.53%
Max drawdown: -8.48%
Sortino ratio: -1.237
Calmar ratio: -0.83

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.38%

Ann. -1.40% (Sharpe / Sortino numerator)

Volatility

11.00%

Sharpe ratio

-0.457

VaR 95%

-1.24%

CVaR 95%: -1.51%
Max drawdown: -8.48%
Sortino ratio: -0.661
Calmar ratio: -0.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.04%

Ann. 11.02% (Sharpe / Sortino numerator)

Volatility

15.38%

Sharpe ratio

0.480

VaR 95%

-1.27%

CVaR 95%: -2.22%
Max drawdown: -8.48%
Sortino ratio: 0.609
Calmar ratio: 1.30

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

23.23%

Ann. 9.70% (Sharpe / Sortino numerator)

Volatility

13.60%

Sharpe ratio

0.446

VaR 95%

-1.29%

CVaR 95%: -1.94%
Max drawdown: -16.21%
Sortino ratio: 0.586
Calmar ratio: 0.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

46.99%

Ann. 14.01% (Sharpe / Sortino numerator)

Volatility

12.62%

Sharpe ratio

0.822

VaR 95%

-1.23%

CVaR 95%: -1.74%
Max drawdown: -16.21%
Sortino ratio: 1.135
Calmar ratio: 0.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.055%

Best day

2.557%

31/03/2026
Worst day

-1.942%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $96.06 $96.23 $95.48 $95.57 457,400
17/07/2026 $96.10 $96.55 $95.78 $95.87 568,200
16/07/2026 $96.86 $97.23 $96.62 $96.93 424,200
15/07/2026 $96.43 $96.81 $96.37 $96.74 437,600
14/07/2026 $96.38 $96.46 $96.00 $96.26 607,500
13/07/2026 $96.98 $97.21 $96.50 $96.56 496,300
10/07/2026 $96.59 $97.13 $96.32 $97.07 632,800
09/07/2026 $95.96 $96.47 $95.84 $96.47 608,300
08/07/2026 $95.88 $96.10 $95.45 $95.97 419,800
07/07/2026 $96.36 $96.54 $96.06 $96.34 309,000