DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
1 year +17.4%Assets$383.60MWisdomTree
Fee0.37%a year
Yield2.0%Monthly
This year+15.0%
5 years+6.7%a year on average
Components196top 10: 19%
Returns
This year
+15.0%
1 year
+17.4%
3 years, yearly
+14.9%
5 years, yearly
+6.7%
10 years, yearly
+9.3%
The fund's own total return. Volatility 15.7% over one year, 19.6% over three; Sharpe ratio over three years 0.53.
Sectors
Financial Services26.5%
Industrials20.0%
Consumer Cyclicals17.1%
Energy10.4%
Technology9.8%
Basic Materials7.6%
Consumer Defensive5.0%
Communication Services2.5%
Real Estate1.8%
Healthcare0.8%
Utilities0.2%
Regions
North America101.9%
Latin America0.2%
Asset classes
Stock US101.1%
Stock non-US0.2%
Cash0.1%
Other0.1%
About the fund
- Issuer
- WisdomTree
- Since
- 2013-07-25
- Listed on
- NASDAQ
- ISIN
- US97717X6519
- Turnover
- 53% a year
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.
From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.