Yahoo
NasdaqGM - Delayed Quote USD

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)

57.71 -0.47 (-0.81%)
At close: October 30 at 4:00:00 PM EDT
Trade DGRS on Coinbase

ETF Summary

The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is based on a rules-based methodology overseen and implemented by the WisdomTree U.S. Dividend Index Committee. It is non-diversified.

ETF Overview

Category Small Value
Fund Family WisdomTree
Net Assets 379.05M
YTD Daily Total Return 19.17%
Yield 2.05%
Legal Type Exchange Traded Fund

ETF Operations

Attributes DGRS Category Average
Annual Report Expense Ratio (net)
0.38% 1.09%
Holdings Turnover
61.00% 106.55%
Total Net Assets
2,677.67 2,677.67

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

Mobilize your Website
View Site in Mobile | Classic
Share by: