DGRSWisdomTree U.S. Smallcap Quality Dividend Growth Fund
DGRS Fund Description
DGRS tracks a dividend-weighted index of US small-cap stocks with growth characteristics.
DGRS Factset Analytics Insight
DGRS delivers a portfolio in the crowded small-cap ETF space. The fund's portfolio construction scheme whittles down the 2,000 dividend-paying companies to 25% stocks with the lowest capitalization that have growth and quality characteristics. Specifically, the fund 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. Stocks projected to pay more dividends are weighted more heavily based on their most recently declared dividend per share. The index is rebalanced annually.
DGRS MSCI ESG Analytics Insight
WisdomTree U.S. Smallcap Quality Dividend Growth Fund has an MSCI ESG Fund Rating of BBB based on a score of 5.45 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. WisdomTree U.S. Smallcap Quality Dividend Growth Fund ranks in the 32nd percentile within its peer group and in the 4th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DGRS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 5 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