WTDGIWisdomTree U.S. Quality Dividend Growth Index

The WisdomTree U.S. Quality 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 U.S. Dividend Index with market capitalization of at least $2 billion. The Index is comprised of the 200 companies in the WisdomTree U.S. Dividend Index with the best combined rank of growth and quality factors. The growth factor is determined by a company's ranking based on a 50% weight in its median analyst earnings growth forecast, a 25% weight in its trailing 5-year earnings growth and a 25% weight in its trailing 5-year sales growth. The quality factor is determined by a company’s ranking based on 50% its historical three-year average return on equity and 50% its historical three-year average 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.

Effective December 11, 2025, the Index’s methodology was revised to, among other changes, modify the fundamental factors considered when determining the weight of eligible companies and reduce the number of constituents in the Index from 300 to 200.