Summary
DGRW
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 20.79% 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: 03/06/2026

Current price: $97.16

Expense ratio: 0.28%

Assets under management
$16.4B
-0.59% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

4.06%

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

5.70%

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

8.62%

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

20.79%

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

31.70%

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

58.90%

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.077%

Best day

2.557%

31/03/2026
Worst day

-1.917%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $97.74 $97.74 $97.16 $97.16 551,300
02/06/2026 $97.55 $98.01 $97.55 $97.97 471,100
01/06/2026 $97.11 $97.83 $97.05 $97.71 780,800
29/05/2026 $96.94 $97.33 $96.91 $97.11 721,000
28/05/2026 $96.46 $96.94 $96.27 $96.89 517,300
27/05/2026 $96.29 $96.60 $96.21 $96.47 355,500
26/05/2026 $96.47 $96.61 $96.14 $96.33 491,400
22/05/2026 $96.42 $96.66 $96.19 $96.33 505,700
21/05/2026 $95.47 $96.21 $95.34 $95.96 528,800
20/05/2026 $95.29 $95.98 $95.12 $95.86 583,600