Wisdomtree Smallcap Quality Etf Profile

DGRS Etf  USD 55.51  1.15  2.12%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree SmallCap is selling for under 55.51 as of the 5th of February 2026; that is 2.12 percent increase since the beginning of the trading day. The etf's lowest day price was 55.1. WisdomTree SmallCap has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 7th of November 2025 and ending today, the 5th of February 2026. Click here to learn more.
The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Wisdomtree is traded on NASDAQ Exchange in the United States. More on WisdomTree SmallCap Quality

Moving together with WisdomTree Etf

  0.98VBR Vanguard Small CapPairCorr
  0.99IWN iShares Russell 2000PairCorr
  0.98DFAT Dimensional TargetedPairCorr
  0.99IJS iShares SP SmallPairCorr
  0.99SLYV SPDR SP 600PairCorr
  0.98AVUV Avantis Small CapPairCorr

Moving against WisdomTree Etf

  0.47ARKW ARK Next GenerationPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationHigh Dividend Yield ETFs, Strategy ETFs, Small Value, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2013-07-25
BenchmarkWisdomTree U.S. SmallCap Quality Dividend Growth Index
Entity TypeRegulated Investment Company
Asset Under Management365.7 Million
Average Trading Volume39,964.5
Asset TypeEquity
CategoryStrategy
FocusHigh Dividend Yield
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Thomas J. Durante, Richard A. Brown
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNASDAQ
Number of Constituents201
Market MakerSusquehanna
Total Expense0.38
Management Fee0.38
Country NameUSA
Returns Y T D7.12
NameWisdomTree U.S. SmallCap Quality Dividend Growth Fund
Currency CodeUSD
Open FigiBBG004WG0DR2
In Threey Volatility20.34
1y Volatility14.07
200 Day M A48.7285
50 Day M A50.9758
CodeDGRS
Updated At4th of February 2026
Currency NameUS Dollar
WisdomTree SmallCap Quality [DGRS] is traded in USA and was established 2013-07-25. The fund is listed under Small Value category and is part of WisdomTree family. The entity is thematically classified as High Dividend Yield ETFs. WisdomTree SmallCap currently have 206.46 M in assets under management (AUM). , while the total return for the last 3 years was 9.3%.
Check WisdomTree SmallCap Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree SmallCap Quality Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

WisdomTree SmallCap Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree SmallCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree SmallCap Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. WisdomTree SmallCap Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe WisdomTree SmallCap price patterns.

WisdomTree SmallCap Against Markets

WisdomTree Etf Analysis Notes

WisdomTree SmallCap is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 201 constituents with avarage daily trading value of 40 K. The fund charges 0.38 percent management fee with a total expences of 0.38 percent of total asset. The fund created returns of 8.0% over the last ten years. WisdomTree SmallCap retains all of assets under management (AUM) in equities. This fund last dividend was 0.075 per share. The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Wisdomtree is traded on NASDAQ Exchange in the United States. To learn more about WisdomTree SmallCap Quality call the company at NA.

WisdomTree SmallCap Investment Alerts

The fund retains all of its assets under management (AUM) in equities

WisdomTree SmallCap Thematic Classifications

In addition to having WisdomTree SmallCap etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
High Dividend Yield ETFs Idea
High Dividend Yield ETFs
USA ETFs from High Dividend Yield clasification
Strategy ETFs Idea
Strategy ETFs
USA ETFs from Strategy clasification

Management Efficiency

WisdomTree SmallCap's management efficiency ratios could be used to measure how well WisdomTree SmallCap manages its routine affairs as well as how well it operates its assets and liabilities.
The strategic initiatives led by WisdomTree SmallCap's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.
Returns 3 Y
9.38
Returns 5 Y
7.54
Returns 1 Y
4.32
Total Assets
362.6 M
Yield
2.69

Top WisdomTree SmallCap Quality Etf Constituents

Institutional Etf Holders for WisdomTree SmallCap

Have you ever been surprised when a price of an equity instrument such as WisdomTree SmallCap is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree SmallCap Quality backward and forwards among themselves. WisdomTree SmallCap's institutional investor refers to the entity that pools money to purchase WisdomTree SmallCap's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although WisdomTree SmallCap's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

WisdomTree SmallCap Outstanding Bonds

WisdomTree SmallCap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree SmallCap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree SmallCap Quality has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

WisdomTree SmallCap Predictive Daily Indicators

WisdomTree SmallCap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WisdomTree SmallCap etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

WisdomTree SmallCap Forecast Models

WisdomTree SmallCap's time-series forecasting models are one of many WisdomTree SmallCap's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree SmallCap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
When determining whether WisdomTree SmallCap is a strong investment it is important to analyze WisdomTree SmallCap's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree SmallCap's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree SmallCap Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation.
You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Understanding WisdomTree SmallCap requires distinguishing between market price and book value, where the latter reflects WisdomTree's accounting equity. The concept of intrinsic value - what WisdomTree SmallCap's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Market sentiment, economic cycles, and investor behavior can push WisdomTree SmallCap's price substantially above or below its fundamental value.
It's important to distinguish between WisdomTree SmallCap's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding WisdomTree SmallCap should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, WisdomTree SmallCap's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.