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London Stock Exchange ETF segment · UCITS ETF

Invest in DGRB ETF from India

Indian and foreign residents can buy WisdomTree US Quality Dividend Growth UCITS ETF (DGRB) units directly through Paasa.

By Paasa · Updated

DGRB at a glance

Price
£21.55+£0.15 (0.70%)
Expense ratio
0.35%
Day range
£21.47 – £21.56
Assets
£829.7M
Domicile
Ireland
Holdings
302
Launched
2023
Dividends
Distributing
1 month
-2.10%
6 months
+13.14%
YTD
+7.12%
1 year
+10.37%
5 years
—

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Microsoft Corp7.9%
  2. 2Apple Inc6.1%
  3. 3Exxonmobil Holdings Corp5.0%
  4. 4Nvidia Corp4.9%
  5. 5AbbVie Inc3.8%
  6. 6Broadcom Inc3.4%
  7. 7Coca-Cola Co/The3.1%
  8. 8Merck & Co Inc/NJ3.1%
  9. 9UnitedHealth Group Inc2.7%
  10. 10Walmart Inc2.4%

DGRB holds 302 securities in total. These 10 are 42.3% of the fund.

Where the money is invested

Sectors

  • Technology30.7%
  • Healthcare16.7%
  • Financial Services10.3%
  • Industrials10.0%
  • Communication Services7.8%
  • Consumer Defensive7.6%

Countries

  • United States73.7%
  • Japan7.5%
  • Singapore3.8%
  • Cayman Islands3.2%
  • Australia2.8%
  • Switzerland2.2%

Similar funds

FundExpense ratioAssets
DGRALSEWisdomTree US Quality Dividend Growth UCITS ETF USD Acc0.33%829.7M
DGRWLSEWisdomTree US Quality Dividend Growth UCITS ETF - USD0.33%829.7M

Assets are shown in each fund's own reporting currency.

How to invest in DGRB from India

  1. Step 1

    Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Step 2

    Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to GBP when you buy.

  3. Step 3

    Search DGRB and buy

    Find the fund by its ticker, DGRB, on the London Stock Exchange ETF segment, and place your order.

Why invest in DGRB from India

What DGRB holds

The WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged is designed to mirror the price and income performance, before accounting for fees and expenses, of its underlying benchmark, the WisdomTree US Quality Dividend Growth Index. This Index focuses on tracking the performance of robust, dividend-distributing companies based in the United States.

Outside US estate tax

DGRB is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

Paasa handles the paperwork

Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.

Why DGRB's UCITS structure matters for Indian investors

DGRB is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

Capital gains are taxed in India the same way as on a US-listed ETF.

See UCITS options

Frequently asked questions

Can I buy DGRB from India?

Yes. Indian residents can buy WisdomTree US Quality Dividend Growth UCITS ETF (DGRB) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.

What does DGRB invest in?

WisdomTree US Quality Dividend Growth UCITS ETF holds 302 securities. Its largest holdings are Microsoft Corp (7.9%), Apple Inc (6.1%) and Exxonmobil Holdings Corp (5.0%). Technology is its largest sector at 30.7%. It is a distributing fund domiciled in Ireland.

What is the expense ratio of DGRB?

WisdomTree US Quality Dividend Growth UCITS ETF has an expense ratio of 0.35% a year, taken from the fund's assets rather than billed to you. The fund manages about £829.7M.

Is DGRB a UCITS ETF, and why does that matter for Indian investors?

Yes. WisdomTree US Quality Dividend Growth UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.

How are DGRB dividends taxed in India?

WisdomTree US Quality Dividend Growth UCITS ETF is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.

What tax do I pay in India when I sell DGRB?

In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the GBP/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.

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