WTDGI

WisdomTree U.S. Dividend Growth Index

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The WisdomTree U.S. Dividend Growth Index is a fundamentally weighted index that consists of dividend-paying stocks with growth characteristics. The primary starting screening universe for this index is the constituents of the WisdomTree Dividend Index with market capitalization of at least $2 billion. The Index is comprised of the 300 companies in the WisdomTree Dividend Index with the best combined rank of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for return on equity and return on assets. The Index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year, based on the most recently declared dividend per share. The index was established with a base value of 200 on April 11, 2013.

Index Facts

  • As of 10/20/2014
Bloomberg Index Symbol WTDGI
Exchange Index Symbol
Index Inception Date* 04/12/2013
Base Index Value 200
Number of Components in Index 295
Current Index Value 237.24
Total Index Market Capitalization ($ Trillion) 8.51
Index MarketCap Breakdown
Large Cap (> $10 Billion) 92.12%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 7.85%
Small Cap (< $2 Billion) 0.04%

Index Statistics

  • As of 10/20/2014
Dividend Yield 2.37
Price/Earnings 17.23
Estimated Price/Earnings 16.02
Price/Book 3.60
Price/Sales 1.62
Price/Cash Flow 11.83

Top Components

  • As of 10/20/2014
Components Weight
1. Exxon Mobil Corp 5.25%
2. Apple Inc 4.54%
3. Microsoft Corp 4.32%
4. Procter & Gamble Co/The 3.67%
5. Wal-Mart Stores Inc 3.23%
6. Coca-Cola Co/The 2.94%
7. Intel Corp 2.57%
8. Altria Group Inc 2.57%
9. McDonald\''s Corp 2.24%
10. PepsiCo Inc/NC 2.20%
  • * Holdings are subject to change without notice.

Industry Group Breakdown

  • As of 10/20/2014
Industry Group Weight
1. Capital Goods 11.43%
2. Food Beverage & Tobacco 9.41%
3. Software & Services 8.82%
4. Technology Hardware & Equipment 8.52%
5. Energy 7.80%
6. Food & Staples Retailing 5.47%
7. Retailing 5.37%
8. Household & Personal Products 5.31%
9. Health Care Equipment & Services 4.71%
10. Materials 4.68%

Country Allocation

  • As of 10/20/2014
Country Weight
1. United States 100.00%

Important Information about Index Performance

Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the Index. Index performance assumes reinvestment of dividends, but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in Fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree Investments, its affiliates and their independent providers are not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein.

WisdomTree vs. Comparative Cap-weighted Benchmark Performance

Hypothetical Investment of $10,000

Correlation Matrix of Indexes

Index Volatility

Definitions

  • Index dividend yield is a measure of the annual dividends of the shares of all Index components divided by the Index value.
  • Price/Book Ratio is a ratio used to compare a stock's market value to its book value.
  • Price/Earnings Ratio is a valuation ratio of a company's current share price compared to its per-share earnings.
  • Estimated Price/Earnings is a valuation ratio of a company's current share price compared to the consensus estimates for per-share earnings over the next 12 months.
  • Price/Cash Flow Ratio is a measure of the market's expectations of a firm's future financial health.
  • Price/Sales Ratio is a ratio for valuing a stock relative to its own past performance, other companies or the market itself.