DGRW vs OEF overlap - what they share and where they differ

DGRW and OEF share 51.8% of their weight across 44 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DGRW and OEF

51.8%

44 shared positions

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

Reported positions cover 100% of the fund, 194 positions · Jun 30, 2026

Top 10: 38.4%·Holdings of DGRW

OEF

iShares S&P 100 ETF

Reported positions cover 100% of the fund, 100 positions · Jun 30, 2026

Top 10: 52.8%·Holdings of OEF

Reported positions cover DGRW 100%, OEF 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

OEF vs DGRW side by side

DGRWWisdomTree U.S. Quality Dividend Growth Fund

194

stock positions reported to the SEC

24.8% of its weight is in 150 names OEF does not hold

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

33.2% of its weight is in 56 names DGRW does not hold

Where each fund's weight sits

DGRW
OEF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
45.7%
57.1%
Healthcare
12.5%
8.9%
Financial Services
8.3%
10.6%
Consumer Cyclical
9.1%
10.4%
Consumer Defensive
7.0%
4.4%

The widest gap is Technology: OEF has 11.5 points more of it.

The figures side by side

DGRWOEF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported194100
Weight of the ten largest38.4%52.8%
Largest positionNVDA 7.9%NVDA 10.5%
Held alone150 positions, 24.8%56 positions, 33.2%
Covered by stock positions100%100%

Holdings they share

StockIn DGRWIn OEFCounted
NVDANVIDIA CORP7.94%10.47%7.94%
MSFTMICROSOFT CORP5.74%5.99%5.74%
GOOGLALPHABET INC4.62%8.14%4.62%
AAPLAPPLE INC3.86%9.18%3.86%
METAMETA PLATFORMS INC2.97%2.67%2.67%
AVGOBROADCOM INC2.34%3.86%2.34%
LLYELI LILLY & COMPANY1.53%2.05%1.53%
JNJJOHNSON & JOHNSON2.34%1.32%1.32%
AMATAPPLIED MATERIALS INC1.71%1.24%1.24%
VVISA INC1.41%1.23%1.23%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DGRW

GLWCORNING INC1.23%
ADIANALOG DEVICES INC0.98%
HALHALLIBURTON COMPANY0.84%
CMICUMMINS INC0.78%
ADPAUTOMATIC DATA PROCESSING INC0.71%
NEMNEWMONT CORP0.71%
CSXCSX CORP0.69%
MRSHMARSH & MCLENNAN COMPANIES INC0.65%
TJXTJX COMPANIES INC (THE)0.64%
ITWILLINOIS TOOL WORKS INC0.63%

Only in OEF

AMZNAMAZON.COM INC5.04%
MUMICRON TECHNOLOGY INC2.81%
TSLATESLA INC2.56%
AMDADVANCED MICRO DEVICES INC2.05%
BRK.ABERKSHIRE HATHAWAY INC1.98%
JPMJP MORGAN CHASE & COMPANY1.89%
INTCINTEL CORP1.43%
GEVGE VERNOVA INC0.68%
NFLXNETFLIX INC0.65%
GSGOLDMAN SACHS GROUP INC (THE)0.64%

Questions people ask

Is DGRW the same as OEF?

51.8% of their weight sits in the same 44 holdings. DGRW also reports GLW, ADI, HAL, which the other does not. OEF also reports AMZN, MU, TSLA, which the other does not.

How is the overlap between DGRW and OEF measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of DGRW and 100% of OEF, so the number cannot exceed the smaller coverage.

Which holds more, OEF or DGRW?

DGRW reports 194 stock positions and OEF reports 100. 24.8% of DGRW's weight sits in names OEF does not hold, and 33.2% of OEF's weight in names DGRW does not hold. The ten largest positions are 38.4% of DGRW and 52.8% of OEF.

How do DGRW and OEF differ by sector?

The widest gap is Technology: OEF has 11.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.