DGRSWisdomTree U.S. Smallcap Quality Dividend Growth Fund
DGRS Fund Description
The WisdomTree US SmallCap Quality Dividend Growth ETF tracks a dividend-weighted index of US small-cap stocks with growth characteristics.
DGRS Factset Analytics Insight
DGRS delivers a unique portfolio in the crowded small-cap ETF space. The fund's portfolio construction scheme whittles down the 2,000 companies that comprise the small-cap space to a portfolio of about 250 dividend-paying companies with growth and quality characteristics. Specifically, DGRS screens for funds with strong long-term earnings growth expectations, and strong historical return-on-equity and return-on-assets. This process creates some sector tilts and a style bias—toward value not growth—that stray from a neutral representation of the market. WisdomTree delivers this unique portfolio at a higher fee compared with competing plain vanilla small-cap ETFs. The fund's small daily trading volumes can make access expensive and also signals tepid investor interest. Asset levels are low as well.
DGRS MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 20, 2018 the WisdomTree U.S. Smallcap Quality Dividend Growth Fund MSCI ESG Fund Quality Score is 4.05 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DGRS ranks in the 2nd percentile within its peer group and in the 10th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
DGRS CHARTS AND PERFORMANCE
DGRS Top 10 Countries
DGRS Top 10 Sectors
DGRS Top 10 Holdings [View All]
DGRS Summary Data
DGRS Portfolio Data
DGRS Index Data
DGRS Portfolio Management
DGRS Tax Exposures
DGRS Fund Structure
DGRS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DGRS. DGRS is rated a 4 out of 5.
DGRS Sector/Industry Breakdown
DGRS TOP 10 HOLDINGS[View All]
DGRS Economic Development
DGRS Performance Statistics
DGRS MSCI ESG Ratings
DGRS BENCHMARK COMPARISON SUMMARY
DGRS BENCHMARK COMPARISON MARKET CAP SIZE