DGRW - DGRW: Complements A Balanced Dividend Portfolio

2024-07-13 05:50:46 ET

Summary

• WisdomTree US Quality Dividend Growth Fund (DGRW) is able to capture higher levels of price appreciation due to its holding make up.
• DGRW offers exposure to the tech sector while maintaining a priority focus on dividends.
• Although the starting yield of 1.5% is low, DGRW does offer some dividend growth over time.
• DGRW is best utilized alongside high-yielding asset classes to balance income and capital appreciation in a dividend-focused portfolio.

Overview

There's a common issue that I seem to have when looking at dividend focused ETFs. The issue is that most of these dividend focused funds seem to lack a meaningful exposure to sectors that can contribute to sizeable price growth. This makes sense however, since most of the 'growthier' sectors such as tech aren't typically recognized for their long term stability with dividends. However, WisdomTree US Quality Dividend Growth Fund ( DGRW ) offers a resolution to this problem with an exposure that provides a majority focus on the tech sector. For this reason, I believe that DGRW makes an excellent complement to a diversified portfolio of dividend paying stocks....

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