DGRW vs DIVO: Holdings Overlap
DGRWWisdomTree U.S. Quality Dividend Growth Fund
WisdomTree · 198 holdings · $17.2B · as of 2026-03-31
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
How similar are DGRW and DIVO?
WisdomTree U.S. Quality Dividend Growth Fund (DGRW, by WisdomTree) holds 198 positions; Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27. They have 17 holdings in common, and by portfolio weight the two funds are 28.0% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 28.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 17DGRW holds 198 · DIVO holds 27
- Weight in Shared Holdings
- DGRW 33%·DIVO 62%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DGRW
181 of 198 positions (67.0% of the fund) are not held by DIVO. Showing the top 30 by weight.
Sector Breakdown
| Sector | DGRW | DIVO |
|---|---|---|
| Information Technology | 28.5% | 14.0% |
| Financials | 9.1% | 23.4% |
| Industrials | 10.3% | 14.2% |
| Health Care | 13.8% | 8.9% |
| Consumer Discretionary | 8.2% | 13.0% |
| Other Sectors | 30.0% | 20.1% |
| Unclassified | 0.0% | 4.4% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (0% of DGRW, 4% of DIVO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DGRW | +3.9% | +12.6% | +18.6% | +15.8% | +12.2% | +14.1% | 1.23% |
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DGRW vs DIVO →
Shared Holdings(17)
The top 10 shared positions account for 84% of the overlap, led by AAPL, MSFT and HD.
 AAPLApple Inc. COM | 5.46% | 4.86% | 4.86% |
|---|---|---|---|
 MSFTMicrosoft Corp. COM | 4.75% | 5.09% | 4.75% |
 HDHome Depot Inc. COM | 2.83% | 4.23% | 2.83% |
 KOCoca-Cola Co (The) COM | 2.95% | 2.24% | 2.24% |
 MCDMcDonald's Corp. COM | 1.95% | 4.06% | 1.95% |
 CVXChevron Corp. COM | 1.87% | 4.81% | 1.87% |
 VVisa Inc COM CL A | 1.36% | 4.28% | 1.36% |
 CATCaterpillar Inc COM | 1.29% | 5.04% | 1.29% |
 MRKMerck & Co., Inc COM | 1.20% | 3.20% | 1.20% |
 WMTWalmart Inc COM | 1.11% | 3.73% | 1.11% |
 VZVerizon Communications Inc. COM | 1.46% | 1.05% | 1.05% |
 IBMInternational Business Machines Corp. COM | 1.04% | 4.00% | 1.04% |
 AXPAmerican Express Company COM | 0.86% | 4.85% | 0.86% |
 FDXFedEx Corporation COM | 0.74% | 2.30% | 0.74% |
 TJXThe TJX Companies Inc. COM | 0.73% | 4.67% | 0.73% |
 MPCMarathon Petroleum Corp. COM | 0.07% | 3.08% | 0.07% |
 METAMeta Platforms Inc CL A | 3.26% | 0.06% | 0.06% |
Frequently Asked Questions
How much do DGRW and DIVO overlap?
DGRW and DIVO overlap by 28.0% of portfolio weight. They share 17 holdings (DGRW holds 198 positions and DIVO holds 27), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DGRW and DIVO?
The two portfolios are 28.0% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DGRW and DIVO?
The largest positions held by both funds are AAPL, MSFT, HD, KO and MCD. Together the top 10 shared positions account for 84% of the total overlap.
What does DGRW own that DIVO doesn't?
181 positions (67.0% of DGRW) are unique to DGRW, led by NVDA, XOM and ORCL. In the other direction, 10 positions (36.3% of DIVO) are unique to DIVO.