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 | 11.60% | 22.26% | 9.01% | 11.67% | 10.34% | 13.87% | 7.90% | 12.42% |
| Sharpe Ratio | 1.19 | 1.93 | 0.75 | 0.79 | 0.81 | 0.80 | 0.64 | 0.72 |
| Max Drawdown | -8.30% | -8.30% | -14.85% | -17.27% | -16.28% | -32.04% | -16.36% | -32.04% |
| % Time Invested | 81.3% | 100.0% | 84.2% | 100.0% | 85.8% | 100.0% | 81.7% | 100.0% |
| Trades / Year | 1.0 | 0.0 | 0.4 | 0.0 | 0.4 | 0.0 | 0.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-07-11 | Open | Open | 100% | $84.20 | $93.42 | 10.95% | Mark-to-Market |
| 2025-05-06 | 2025-07-11 | Interest | 100% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 100% | $76.97 | $76.82 | -0.20% | Signal |
| 2025-04-08 | 2025-05-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2022-12-16 | 2025-04-08 | Completed | 100% | $57.48 | $73.45 | 27.77% | Stop |
| 2022-06-02 | 2022-12-16 | Interest | 100% | $1.00 | $1.02 | 1.83% | Interest Income |
| 2020-07-20 | 2022-06-02 | Completed | 100% | $42.63 | $56.89 | 33.46% | Signal |
| 2020-03-10 | 2020-07-20 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2019-03-28 | 2020-03-10 | Completed | 100% | $37.31 | $38.22 | 2.46% | Stop |
| 2018-12-18 | 2019-03-28 | Interest | 100% | $1.00 | $1.01 | 0.71% | Interest Income |
| 2016-04-14 | 2018-12-18 | Completed | 100% | $25.87 | $33.91 | 31.10% | Signal |
| 2016-01-12 | 2016-04-14 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2015-12-23 | 2016-01-12 | Completed | 100% | $24.83 | $23.64 | -4.79% | Signal |
| 2015-12-01 | 2015-12-23 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-11-25 | 2015-12-01 | Completed | 100% | $25.42 | $25.38 | -0.16% | Signal |
| 2015-08-25 | 2015-11-25 | Interest | 100% | $1.00 | $1.01 | 0.55% | 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
