Wisdomtree Smallcap Quality Etf Profile
| DGRS Etf | USD 46.77 0.43 0.91% |
PerformanceVery Weak
| Odds Of DistressLow
|
WisdomTree SmallCap is selling for under 46.77 as of the 23rd of March 2025; that is 0.91 percent decrease since the beginning of the trading day. The etf's lowest day price was 46.46. WisdomTree SmallCap has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Note, on May 1, 2023, Senator Thomas R Carper of US Senate acquired under $15k worth of WisdomTree SmallCap's common stock.
The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Wisdomtree is traded on NASDAQ Exchange in the United States. More on WisdomTree SmallCap Quality
Moving together with WisdomTree Etf
| 0.95 | VBR | Vanguard Small Cap | PairCorr |
| 0.97 | IWN | iShares Russell 2000 | PairCorr |
| 0.9 | IJJ | iShares SP Mid | PairCorr |
| 0.96 | DFAT | Dimensional Targeted | PairCorr |
| 0.99 | IJS | iShares SP Small | PairCorr |
| 0.99 | SLYV | SPDR SP 600 | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, High Dividend Yield ETFs, Small Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2013-07-25 |
| Benchmark | WisdomTree U.S. SmallCap Dividend Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 385.71 Million |
| Average Trading Valume | 57,888.2 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Thomas J. Durante, Richard A. Brown |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 223 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | (8.62) |
| Name | WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
| Currency Code | USD |
| Open Figi | BBG004WG0DR2 |
| In Threey Volatility | 23.83 |
| 1y Volatility | 21.7 |
| 200 Day M A | 50.614 |
| 50 Day M A | 49.992 |
| Code | DGRS |
| Updated At | 23rd of March 2025 |
| Currency Name | US Dollar |
WisdomTree SmallCap Quality [DGRS] is traded in USA and was established 2013-07-25. The fund is listed under Small Value category and is part of WisdomTree family. The entity is thematically classified as Strategy ETFs. WisdomTree SmallCap currently have 206.46 M in assets under management (AUM). , while the total return for the last 3 years was 3.6%.
Check WisdomTree SmallCap Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree SmallCap Quality Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree SmallCap Currency Exposure
WisdomTree SmallCap Quality holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree SmallCap will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree SmallCap Quality.
Top WisdomTree SmallCap Quality Etf Constituents
| CBU | Community Bank System | Stock | Financials | |
| CC | Chemours Co | Stock | Materials | |
| DKS | Dicks Sporting Goods | Stock | Consumer Discretionary | |
| GEF | Greif Bros | Stock | Materials | |
| UVV | Universal | Stock | Consumer Staples | |
| NAVI | Navient Corp | Stock | Financials | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| NUS | Nu Skin Enterprises | Stock | Consumer Staples |
WisdomTree SmallCap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree SmallCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.17) | |||
| Jensen Alpha | (0.16) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | (0.26) |
WisdomTree SmallCap Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree SmallCap Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of WisdomTree SmallCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree SmallCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree SmallCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree SmallCap's market value can be influenced by many factors that don't directly affect WisdomTree SmallCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree SmallCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree SmallCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree SmallCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.