Key stats
About WisdomTree U.S. SmallCap Quality Dividend Growth Fund
Expense ratio
0.38%
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Inception date
Jul 25, 2013
DGRS delivers a portfolio in the crowded small-cap ETF space. The fund's portfolio construction scheme whittles down the 2,000 dividend-paying companies to 25% stocks with the lowest capitalization that have growth and quality characteristics. Specifically, the fund screens for funds with strong long-term earnings growth expectations, and strong historical return-on-equity and return-on-assets. This process creates some sector tilts and a style biastoward value not growth. Stocks projected to pay more dividends are weighted more heavily based on their most recently declared dividend per share. The index is rebalanced annually.
Classification
What's in the fund
Exposure type
Finance
Producer Manufacturing
Consumer Services
Stock breakdown by region