WisdomTree has expanded its Quality Dividend Growth range with EUR and GBP currency-hedged share classes for the WisdomTree US Quality Dividend Growth UCITS ETF on the London Stock Exchange, Borse Xetra and Borsa Italiana.
WisdomTree US Quality Dividend Growth UCITS ETF – GBP Hedged (DGRB) and WisdomTree US Quality Dividend Growth UCITS ETF – EUR Hedged Acc (DGRE) have a total expense ratio of 0.35 per cent.
The WisdomTree US Quality Dividend Growth UCITS ETF is constructed around dividend paying companies with the best-combined rank of Earnings Growth, Return on Equity and Return on Assets within an ESG-filtered universe of companies with sustainable dividend policies. Stocks are also risk-tested using a proprietary risk screen (Composite Risk Score), which uses Quality and Momentum metrics to rank companies and screen out the riskiest companies and potential value traps. Each company is then weighted based on its cash dividend paid (market capitalisation x dividend yield), which introduces valuation discipline in this high-quality portfolio.
Those steps, in combination, deliver a unique and thoughtfully blended exposure to the Quality and Value factors which in turn provide a balanced, core equity strategy through high-quality and high-profitability dividend growing companies, at a reasonable valuation.
Since its inception in June 2016, the WisdomTree US Quality Dividend Growth UCITS ETF has returned 13.12 per cent on an annualised basis, outperforming the S&P 500 over the period with lower volatility. The ETF has a five-star Morningstar rating.
