WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth FundDGRS
DGRS
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
7% more funds holding
Funds holding: 100 [Q2] → 107 (+7) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]
5% less capital invested
Capital invested by funds: $234M [Q2] → $223M (-$11.7M) [Q3]
11.37% less ownership
Funds ownership: 64.84% [Q2] → 53.47% (-11.37%) [Q3]
97% less call options, than puts
Call options by funds: $5K | Put options by funds: $155K
Research analyst outlook
We haven’t received any recent analyst ratings for DGRS.
Financial journalist opinion
Based on 6 articles about DGRS published over the past 30 days
Neutral
ETF Trends
5 hours ago
Focus on Small-Cap Quality in 2025
From September through November, small-cap stocks and related ETFs notched impressive gains. But just as with the broader market, smaller stocks have fallen on hard times this month.
Positive
Seeking Alpha
4 days ago
Small Caps Surge: High-Quality Opportunities For 2025
U.S. small-cap equities are outperforming large caps by more than 4% in Q4 2024, driven by pro-growth sentiment following Trump's election victory. The recent rebalance of the WisdomTree U.S. SmallCap Quality Dividend Growth Index boosted exposure to Consumer Discretionary and Financials while trimming lower-quality sectors like Health Care. WTSDG's valuation and quality metrics improved, offering nearly 14% expected earnings growth for 2025 at a forward price-to-earnings significantly lower than the S&P 500's.
Positive
Zacks Investment Research
1 week ago
Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) made its debut on 07/25/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Blend category of the market.
Neutral
ETF Trends
1 week ago
2 Equity Plays for Cautious Bulls in 2025
There are a lot of conversations taking place these days around market outlooks for 2025. We at VettaFi hosted our 2025 Market Outlook Symposium this week, where we picked the brains of asset managers, investment strategists, and portfolio managers.
Positive
Seeking Alpha
1 week ago
Tech IPOs Poised For Return To Pre-Pandemic Normalcy In 2025
The new year is poised for a resurgence in tech IPOs, as lower interest rates and an investor shift to small- and mid-cap companies combine to create a more welcoming market for debuts. The current environment presents the most favorable conditions for the recovery of IPOs in the past three years. The S&P 400 Midcap Index and the S&P 600 Index have outperformed the S&P 500 Index since the US election Nov. 5.
Positive
Seeking Alpha
1 week ago
DGRS: Good Fundamentals, But Subpar Dividend Growth
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) focuses on small-cap dividend stocks with expected earnings growth and quality characteristics. DGRS is well-diversified across sectors and holdings, and shows good valuation, growth and return compared to the Russell 2000. Despite its strengths, DGRS is behind competitor SDVY in return, dividend growth, and liquidity, though SDVY has a lower yield and higher fees.
Positive
Zacks Investment Research
2 months ago
Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
Making its debut on 07/25/2013, smart beta exchange traded fund WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) provides investors broad exposure to the Style Box - Small Cap Blend category of the market.
Positive
Zacks Investment Research
4 months ago
Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) made its debut on 07/25/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Blend category of the market.
Positive
Seeking Alpha
4 months ago
DGRS: A Dividend-Focused ETF Delivering Value
Interest rate cut cycle expectations bring focus to smaller companies. WisdomTree U.S. SmallCap Quality Dividend Growth Fund offers an attractive dividend-weight constitution. DGRS provides higher yields, lower valuation multiples amid an improved small-cap stock environment.
Positive
Seeking Alpha
4 months ago
6 Stocks I'm Buying Amid A Major Market Rotation
American consumers' savings and spending patterns, illustrated through charts, showing a shift towards credit card debt and rising delinquency rates. Market rotation towards the real estate sector, with tech stocks facing pressure and small caps outperforming. Celebrating recent investment successes with Agree Realty, Cullen/Frost Bankers, and InvenTrust Properties, while discussing new additions to the buy list.
Charts implemented using Lightweight Charts™