DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
DGRW Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.40% | 22.26% | 8.88% | 11.67% | 12.72% | 13.87% | 11.19% | 12.42% |
| Sharpe Ratio | 1.86 | 1.93 | 0.68 | 0.79 | 0.90 | 0.80 | 0.79 | 0.72 |
| Max Drawdown | -8.30% | -8.30% | -19.51% | -17.27% | -19.51% | -32.04% | -19.51% | -32.04% |
| % Time Invested | 99.2% | 100.0% | 84.8% | 100.0% | 87.7% | 100.0% | 88.2% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 0.8 | 0.0 | 0.8 | 0.0 | 0.9 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-05-01 | Open | Open | 100% | $76.97 | $93.42 | 21.37% | Mark-to-Market |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-09-18 | 2025-04-08 | Completed | 100% | $63.17 | $73.45 | 16.27% | Stop |
| 2023-07-27 | 2023-09-18 | Interest | 100% | $1.00 | $1.01 | 0.59% | Interest Income |
| 2023-07-19 | 2023-07-27 | Completed | 100% | $65.06 | $65.74 | 1.04% | Signal |
| 2023-06-21 | 2023-07-19 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-06-16 | 2023-06-21 | Completed | 100% | $63.66 | $62.53 | -1.78% | Signal |
| 2023-01-18 | 2023-06-16 | Interest | 100% | $1.00 | $1.01 | 1.48% | Interest Income |
| 2022-07-13 | 2023-01-18 | Completed | 100% | $53.40 | $58.87 | 10.25% | Signal |
| 2022-06-17 | 2022-07-13 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2020-04-01 | 2022-06-17 | Completed | 100% | $33.55 | $51.85 | 54.53% | Stop |
| 2020-03-10 | 2020-04-01 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2019-01-16 | 2020-03-10 | Completed | 100% | $34.28 | $38.22 | 11.50% | Stop |
| 2018-12-21 | 2019-01-16 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-09-22 | 2018-12-21 | Completed | 100% | $26.88 | $32.77 | 21.93% | Stop |
| 2016-07-19 | 2016-09-22 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2016-07-15 | 2016-07-19 | Completed | 100% | $26.92 | $26.88 | -0.15% | Signal |
| 2016-05-19 | 2016-07-15 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2015-09-17 | 2016-05-19 | Completed | 100% | $24.00 | $25.14 | 4.73% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-05-18 | 2015-08-25 | Completed | 100% | $25.96 | $23.57 | -9.19% | Stop |
| 2015-05-14 | 2015-05-18 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
