DGRS

WisdomTree Trust WisdomTree U.S. SmallCap Quality Dividend Growth Fund

$48.09
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) seeks to track the performance of high-quality U.S. small-cap companies with a history of consistent dividend growth.

Overview

ETF tracking WisdomTree Trust WisdomTree U.S. SmallCap Quality Dividend Growth Fund

Category Small Cap
Issuer WisdomTree
Inception Date 2013-07-25
Market Cap $353.3M
Average Volume N/A
Dividend Yield 2.19%
52-Week Range $40.64 - $56.61
VWAP $48.02

Performance

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Investment Summary

📎 Investment Objective

The WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) seeks to track the performance of high-quality U.S. small-cap companies with a history of consistent dividend growth.

🎯 Investment Strategy

DGRS invests in a diversified portfolio of small-cap U.S. stocks that have demonstrated consistent dividend growth over time. The fund uses a rules-based methodology to select companies based on factors such as earnings growth, return on equity, and dividend growth consistency.

✨ Key Features

  • Focuses on small-cap U.S. stocks with a history of consistent dividend growth
  • Aims to provide exposure to high-quality companies with the potential for long-term capital appreciation
  • Utilizes a rules-based methodology to identify companies with strong fundamentals
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Small-cap stocks may be more volatile and less liquid than large-cap stocks
  • Dividend-paying stocks are not guaranteed to continue paying dividends
  • The fund's performance may be affected by changes in the financial condition of the underlying companies
  • As a new fund, DGRS has limited performance history and may experience higher tracking error

👤 Best For

DGRS may be suitable for long-term investors seeking exposure to high-quality small-cap U.S. stocks with the potential for capital appreciation and consistent dividend growth. Investors should be comfortable with the higher volatility and risk profile associated with small-cap stocks.