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Upturn AI SWOT - About
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
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Upturn Advisory Summary
10/24/2025: DGS (1-star) is currently NOT-A-BUY. Pass it for now.
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 10.93% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 42.42 - 55.05 | Updated Date 06/29/2025 |
52 Weeks Range 42.42 - 55.05 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Emerging Markets SmallCap Dividend Fund
ETF Overview
Overview
The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) seeks to track the investment results of dividend-paying small-cap companies in emerging markets. It focuses on dividend income and provides exposure to smaller companies in developing economies.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its dividend-focused and fundamentally weighted ETFs. They have a strong track record and are considered a reliable provider.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in dividend investing and emerging markets.
Investment Objective
Goal
To track the investment results of dividend-paying small-cap companies in emerging markets.
Investment Approach and Strategy
Strategy: The fund tracks the WisdomTree Emerging Markets SmallCap Dividend Index, which is dividend-weighted.
Composition The ETF primarily holds stocks of small-cap companies in emerging markets that pay dividends.
Market Position
Market Share: Market share is relatively small, given the niche focus on emerging market small-cap dividends.
Total Net Assets (AUM): 400000000
Competitors
Key Competitors
- iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
- Vanguard FTSE Emerging Markets ETF (VWO)
- Schwab Emerging Markets Equity ETF (SCHE)
Competitive Landscape
The ETF industry is highly competitive. DGS differentiates itself through its dividend-weighting and small-cap focus within emerging markets. Competitors such as VWO and SCHE offer broader market exposure but lack the specific small-cap dividend emphasis. DGS has higher expense ratio which makes it less attractive to general investors.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions and dividend payouts. Data not available.
Benchmark Comparison: Performance relative to benchmark depends on tracking error and index composition. Data not available.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume is moderate, which can affect the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the ETF's liquidity and trading activity.
Market Dynamics
Market Environment Factors
Emerging market economic growth, interest rates, and dividend yields influence DGS's performance.
Growth Trajectory
Growth is tied to the performance of small-cap emerging market companies and their dividend policies. Changes in strategy are infrequent.
Moat and Competitive Advantages
Competitive Edge
DGS's competitive advantage lies in its specific focus on dividend-paying small-cap companies within emerging markets. This provides a targeted exposure that is not readily available in broader emerging market ETFs. The dividend weighting strategy differentiates it further. However, this niche focus can also limit its appeal to investors seeking broader diversification. WisdomTree's expertise in dividend-focused strategies also contributes to its edge.
Risk Analysis
Volatility
Volatility is expected to be high, given the exposure to small-cap companies in emerging markets.
Market Risk
Specific risks include emerging market volatility, currency fluctuations, and political instability, which can impact the value of underlying assets.
Investor Profile
Ideal Investor Profile
Investors seeking dividend income and exposure to emerging market small-cap companies are the ideal investors.
Market Risk
DGS is suitable for long-term investors with a higher risk tolerance seeking dividend income and emerging market exposure.
Summary
The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) offers targeted exposure to dividend-paying small-cap companies in emerging markets. It is a niche ETF suitable for investors seeking dividend income and diversification within this specific segment. However, investors should be aware of the higher volatility and risks associated with emerging market small-cap stocks. The fund's performance is highly dependent on the economic and political conditions of the emerging markets it invests in and investor's need to consider higher expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Emerging Markets SmallCap Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% 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. The index is a fundamentally weighted index that is comprised of small cap common stocks selected from the WisdomTree Emerging Markets Dividend Index. The fund 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.