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ETFs

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

DGRS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 25 2013
Expense Ratio
0.38%
Type
US Equities
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$1,499,241
AUM
$262,393,226
Associated Index
WisdomTree U.S. SmallCap Quality Dividend Growth Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

CEIX
Consol Energy Inc
2.33%
ARCH
Arch Resources Inc - Ordinary Shares - Class A
1.96%
MC
Moelis & Co - Ordinary Shares - Class A
1.90%
SLG
SL Green Realty Corp.
1.72%
SMG
Scotts Miracle-Gro Company - Ordinary Shares - Class A
1.65%
APAM
Artisan Partners Asset Management Inc - Ordinary Shares - Class A
1.65%
LCII
LCI Industries
1.50%
NEU
NewMarket Corp.
1.46%
CRI
Carters Inc
1.33%
KTB
Kontoor Brands Inc
1.28%
Invest with DGRS

What is DGRS?

The WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics. The primary starting screening universe for this index is the constituents of the WisdomTree SmallCap Dividend Index, or the bottom 25% of the market capitalization of the WisdomTree Dividend Index after the 300 largest companies have been removed. From this primary universe, the Index is comprised of the top 50% of companies with the best combined rank of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for return on equity and return on assets. The Index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year.

ETFs related toDGRS

ETFs correlated to DGRS include DES, IJS, SLYV

DGRS
WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DES
WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
IJS
BlackRock Institutional Trust Company N.A. - iShares S&P Small-Cap 600 Value ETF
SLYV
SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VIOV
Vanguard Group, Inc. - Vanguard S&P Small-Cap 600 Value ETF
CSB
Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
IJR
BlackRock Institutional Trust Company N.A. - iShares Core S&P Small-Cap ETF
SPSM
SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VIOO
Vanguard Group, Inc. - Vanguard S&P Small-Cap 600 ETF
FNDA
Schwab Strategic Trust - Schwab Fundamental U.S. Small Company Index ETF
DFAS
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toDGRS

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#RB

Rotating Bonds

Category

Getting Defensive, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with DGRS using Composer

FAQ

DGRS is a US Equities ETF. The WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics. The primary starting screening universe for this index is the constituents of the WisdomTree SmallCap Dividend Index, or the bottom 25% of the market capitalization of the WisdomTree Dividend Index after the 300 largest companies have been removed. From this primary universe, the Index is comprised of the top 50% of companies with the best combined rank of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for return on equity and return on assets. The Index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year.

DGRS tracks the WisdomTree U.S. SmallCap Quality Dividend Growth Index.

DGRS dividend information: Dividend - Regular Payors. Dividend payouts may vary in terms of frequency of payouts.

No, DGRS is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, DGRS is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on DGRS is -0.0204%. This is the percent change in the value of DGRS over the most recent 1-month period. The 3-month return on DGRS is 0.013%. This is the percent change in the value of DGRS over the most recent 3-month period.

The standard deviation of DGRS for the past year is 0.2075%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to DGRS include VIG, VYM, and DFAT.

ETFs correlated to DGRS include DES, IJS, and SLYV.

ETFs that are inversely correlated to DGRS include TZA, RWM, and TWM.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.