For the first time, WisdomTree brings you a forward-looking dividend growth ETF that seeks capture recent dividend growth trends. DGRW looks at certain fundamental metrics – real-time growth and quality – that we believe to be associated with a greater potential for future dividend growth, thereby raising the probability of generating exposure to some of the strongest potential dividend growers. A number of dividend-based indexes – through restrictive inclusion screens based on patterns of historical dividend trends – may miss out on what they see as dividend growth opportunities in today’s market.
Further reading WisdomTree Aims for $100B in AUM: Goldman Sees it in 2014
The WisdomTree U.S. Dividend Growth Fund (DGRW): Press Release.
New York, NY – (GlobeNewswire) – May 22, 2013 – WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) sponsor and asset manager, today announced the launch of the WisdomTree U.S. Dividend Growth Fund (DGRW) on the NASDAQ Stock Market. DGRW is designed to provide exposure to dividendpaying stocks with growth characteristics and has an expense ratio of 0.28%.
Walter Schloss isn’t a name many investors will have heard today. Schloss was one of the great value investors who trained under Benjamin Graham and specialized in finding cheap stocks. His track record was outstanding. In Warren Buffett’s 1984 essay, the Super Investors of Graham-and-Doddsville, he noted that between 1956 and 1984, Schloss’s firm returned Read More
Jeremy Schwartz, WisdomTree Investments, Inc. (NASDAQ:WETF) Director of Research, said, “Investors are hungry for income in this low interest rate-, low yield-environment. Rather than relying on historical records of dividend increases, DGRW uses realtime growth and quality metrics focused on companies who are growing their dividends.”
The WisdomTree U.S. Dividend Growth Fund (DGRW) seeks to offer:
A diversified basket of dividend-paying securities with growth characteristics Heavy exposure to technology sector, the sector currently leading the market’s dividend growth At annual index rebalance, single stock cap of 5%, sector cap of 20%
“We believe the key drivers of dividend growth are constantly changing. And a number of dividend-based indexes – through restrictive inclusion screens based on patterns of historical dividend trends – may miss out on what we see as dividend growth opportunities in today’s market,” Schwartz said. “We have created an additional subset of our broad dividend index family that incorporates factors we believe to be most important indicators of a company’s ability to grow their dividends – one that isn’t solely dependent on past history of dividend hikes.”
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, call 866-909- 9473 or visit wisdomtree.com. Read the prospectus carefully before investing.
Dividends are not guaranteed and a company’s future abilities to pay dividends may be limited. A company
currently paying dividends may cease paying dividends at any time.
Diversification does not eliminate the risk of experiencing investment losses.
There are risks associated with investing, including possible loss of principal. Funds focusing their investments on certain sectors increase their vulnerability to any single economic or regulatory development. This may result in greater share price volatility. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.