WisdomTree U.S. Quality Dividend Growth Fund
Shareclass
WisdomTree US Quality Dividend Gr ETF (DGRW)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund WisdomTree U.S. Quality Dividend Growth Fund
FUND COVERAGE
# of holdings301
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co2.53%$406.08M
- 2. Marriott International Inc Class A0.22%$34.54M
- 3. Mastercard Inc Class A0.83%$133.76M
- 4. Citigroup Inc1.92%$307.52M
- 5. Philip Morris International Inc2.22%$355.27M
- 6. New York Times Co Class A0.05%$7.6M
- 7. Hilton Worldwide Holdings Inc0.07%$11.21M
- 8. Ralph Lauren Corp Class A0.09%$13.98M
- 9. Expedia Group Inc0.06%$10.33M
- 10. Science Applications International Corp0.03%$4.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Servisfirst Bancshares Inc0.03%$4.22M
- 2. Heico Corp0.03%$5.29M
- 3. Heico Corp Class A0.02%$2.97M
- 4. Silgan Holdings Inc0.03%$4.87M
- 5. Lennar Corp Class B0.03%$4.36M
- 6. Matador Resources Co<0.01%$1.06M
- 7. Houlihan Lokey Inc Class A0.06%$9.7M
- 8. Primo Brands Corp Ordinary Shares - Class A0.04%$5.85M
- 9. Cognex Corp0.04%$6.41M
- 10. Vertiv Holdings Co Class A0.07%$11.84M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund WisdomTree U.S. Quality Dividend Growth Fund
Totals
Holdings
Assets
Weight
Prisons
13
$3.17B
20%
Prisons high risk
3
$77.22M
0.48%
Private prisons
0
$0
0%
Borders
14
$2.51B
16%
Borders high risk
9
$350.09M
2.19%
Total
21
$3.46B
22%
Holdings — 21 flagged holdings
1.
Microsoft Corp
:$1.43B
8.93%
2.
Alphabet Inc Class A
:$368.17M
2.3%
3.
Walmart Inc
$361.97M
2.26%
4.
Alphabet Inc Class C
:$345.84M
2.16%
5.
McDonald's Corp
$253.25M
1.58%
6.
Lockheed Martin Corp
:$150.7M
0.94%
7.
3M Co
$105.27M
0.66%
8.
General Dynamics Corp
:$99.45M
0.62%
9.
Costco Wholesale Corp
$96.57M
0.6%
10.
Target Corp
$66.84M
0.42%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WisdomTree U.S. Quality Dividend Growth Fund DGRW
Environment
Social
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