London Stock Exchange ETF segment · UCITS ETF
Invest in DGRG ETF from India
Indian and foreign residents can buy WisdomTree US Quality Dividend Growth UCITS ETF (DGRG) units directly through Paasa.
By Paasa · Updated
DGRG at a glance
- Price
- £43.79-£0.23 (0.52%)
- Expense ratio
- 0.33%
- Day range
- £43.56 – £44.09
- Assets
- £628.1M
- Domicile
- Ireland
- Holdings
- 302
- Launched
- 2016
- Dividends
- Accumulating
- 1 month
- +0.13%
- 6 months
- +11.10%
- YTD
- +9.11%
- 1 year
- +12.33%
- 5 years
- +80.24%
Price change, excluding dividends.
Top 10 holdings
- 1Microsoft Corp8.0%
- 2Apple Inc6.1%
- 3Exxonmobil Holdings Corp4.9%
- 4Nvidia Corp4.8%
- 5AbbVie Inc3.7%
- 6Broadcom Inc3.4%
- 7Coca-Cola Co/The3.1%
- 8Merck & Co Inc/NJ3.1%
- 9UnitedHealth Group Inc2.7%
- 10Walmart Inc2.4%
DGRG holds 302 securities in total. These 10 are 42.1% of the fund.
Where the money is invested
Sectors
- Technology30.8%
- Healthcare16.9%
- Financial Services10.5%
- Industrials10.2%
- Communication Services8.0%
- Consumer Defensive7.6%
Countries
- United States99.8%
- Other0.2%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| DGRPLSEWisdomTree US Quality Dividend Growth UCITS ETF - USD | 0.33% | 628.1M |
| DGRALSEWisdomTree US Quality Dividend Growth UCITS ETF USD Acc | 0.33% | 829.7M |
| DGRWLSEWisdomTree US Quality Dividend Growth UCITS ETF - USD | 0.33% | 829.7M |
| WTDMXETRAWisdomTree US Quality Dividend Growth UCITS ETF USD Acc | 0.33% | 731.8M |
| DGRBLSEWisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged | 0.35% | 829.7M |
Assets are shown in each fund's own reporting currency.
How to invest in DGRG from India
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.
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.
Step 3
Search DGRG and buy
Find the fund by its ticker, DGRG, on the London Stock Exchange ETF segment, and place your order.
Why invest in DGRG from India
What DGRG holds
The Fund seeks to track the price and yield performance, before fees and expenses of the WisdomTree U.S. Quality Dividend Growth UCITS Index (the Index).
Outside US estate tax
DGRG is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Dividends reinvested for you
Dividends from DGRG's holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
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 DGRG's UCITS structure matters for Indian investors
DGRG 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.
Frequently asked questions
Can I buy DGRG from India?
Yes. Indian residents can buy WisdomTree US Quality Dividend Growth UCITS ETF (DGRG) 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 DGRG invest in?
WisdomTree US Quality Dividend Growth UCITS ETF holds 302 securities. Its largest holdings are Microsoft Corp (8.0%), Apple Inc (6.1%) and Exxonmobil Holdings Corp (4.9%). Technology is its largest sector at 30.8%. It is an accumulating fund domiciled in Ireland.
What is the expense ratio of DGRG?
WisdomTree US Quality Dividend Growth UCITS ETF has an expense ratio of 0.33% a year, taken from the fund's assets rather than billed to you. The fund manages about £628.1M.
Is DGRG 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.
Does DGRG pay dividends?
No. WisdomTree US Quality Dividend Growth UCITS ETF is an accumulating fund. Dividends from its holdings are reinvested inside the fund, so nothing is paid out to you and there is no dividend to declare in India.
What tax do I pay in India when I sell DGRG?
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.