Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/10/2025: DGRS (1-star) is a SELL. SELL since 1 days. Simulated Profits (4.07%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.13% | Avg. Invested days 58 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 39.79 - 56.15 | Updated Date 06/29/2025 |
52 Weeks Range 39.79 - 56.15 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
ETF Overview
Overview
The WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) seeks to track the investment results of small-capitalization dividend-paying companies in the U.S. with growth characteristics. The fund focuses on companies with high quality and growth factors, offering potential for both dividend income and capital appreciation. It provides exposure to the small-cap equity market with a focus on dividend growth.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its focus on fundamentally weighted ETFs and innovative investment strategies. They have a solid track record in the market.
Management Expertise
WisdomTree has a team of experienced professionals dedicated to managing and researching ETFs. Their management team brings expertise in dividend investing and factor-based strategies.
Investment Objective
Goal
To track the investment results of dividend-paying small-capitalization companies in the U.S. with growth characteristics.
Investment Approach and Strategy
Strategy: The fund uses a dividend growth strategy, selecting companies with strong financial metrics and the potential for future dividend increases. It screens for quality factors and dividend growth characteristics.
Composition Primarily composed of small-cap U.S. equities that meet the fund's quality and dividend growth criteria.
Market Position
Market Share: The fund holds a moderate market share within the dividend-focused small-cap ETF category.
Total Net Assets (AUM): 359482251
Competitors
Key Competitors
- VIG
- SCHD
- VYM
- IWD
Competitive Landscape
The small-cap dividend ETF market is competitive. DGRS differentiates itself through its quality and growth screens within the small-cap space. Compared to broader dividend ETFs like VIG and SCHD, DGRS offers more targeted small-cap exposure, but also carries potentially higher volatility. Its focus on dividend growth can provide an edge over other small-cap value or broad market ETFs during certain market cycles.
Financial Performance
Historical Performance: Historical performance data available from WisdomTree and financial data providers.
Benchmark Comparison: Performance should be compared against small-cap dividend growth indices or similar ETFs.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
DGRS's average trading volume provides sufficient liquidity for most retail investors.
Bid-Ask Spread
The bid-ask spread is generally competitive, reflecting sufficient market interest and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate changes, and overall market sentiment toward small-cap stocks influence DGRS's performance. Sector-specific growth prospects within the small-cap universe also play a role.
Growth Trajectory
The fund's growth depends on its ability to attract assets and on the performance of its underlying holdings. Changes to its methodology or sector allocations could impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
DGRS's competitive advantage lies in its proprietary dividend growth and quality screening methodology applied to the small-cap universe. It offers investors a focused approach combining dividend income with potential capital appreciation from growth-oriented small-cap companies. The fundu2019s methodology differentiates it from simple market-cap weighted small-cap ETFs, potentially leading to enhanced risk-adjusted returns. It provides an alternative to broader dividend or small-cap strategies.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, contributing to DGRS's overall volatility.
Market Risk
DGRS is subject to market risk, sector concentration risk (depending on its holdings), and the risk of dividend cuts from its underlying holdings.
Investor Profile
Ideal Investor Profile
Investors seeking dividend income with growth potential and exposure to small-cap companies, comfortable with moderate volatility.
Market Risk
Suitable for long-term investors seeking both income and capital appreciation. May also be suitable for active traders looking to capitalize on short-term movements in the small-cap market.
Summary
DGRS offers exposure to U.S. small-cap dividend-paying companies with growth characteristics, using a quality-focused methodology. It is suitable for investors looking for both income and capital appreciation within the small-cap market, who are comfortable with a moderate level of volatility. The ETF's success depends on its stock selection strategy and its ability to track its investment objective effectively. Investors should consider the expense ratio and liquidity before investing. DGRS's focus on quality metrics and dividend growth differentiates it from standard small-cap ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. SmallCap Quality Dividend Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.