Wisdomtree Smallcap Quality Etf Profile
| DGRS Etf | USD 56.14 0.13 0.23% |
Performance12 of 100
| Odds Of DistressLess than 9
|
WisdomTree SmallCap is selling for under 56.14 as of the 30th of November 2024; that is 0.23 percent increase since the beginning of the trading day. The etf's lowest day price was 56.05. WisdomTree SmallCap has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for WisdomTree SmallCap Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of June 2024 and ending today, the 30th of November 2024. 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
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, Small Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2013-07-25 |
| Benchmark | WisdomTree U.S. SmallCap Dividend Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 480.02 Million |
| Average Trading Valume | 39,553 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Thomas J. Durante, Richard A. Brown |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Oct |
| Exchange | NASDAQ |
| Number of Constituents | 240 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 20.26 |
| Name | WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
| Currency Code | USD |
| Open Figi | BBG004WG0DR2 |
| In Threey Volatility | 22.72 |
| 1y Volatility | 20.65 |
| 200 Day M A | 49.4366 |
| 50 Day M A | 52.3824 |
| Code | DGRS |
| Updated At | 30th of November 2024 |
| Currency Name | US 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 9.4%.
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.
Top WisdomTree SmallCap Quality Etf Constituents
| EVR | Evercore Partners | Stock | Financials | |
| CXW | CoreCivic | Stock | Industrials | |
| SIGI | Selective Insurance Group | Stock | Financials | |
| SBGI | Sinclair Broadcast Group | Stock | Communication Services | |
| UVV | Universal | Stock | Consumer Staples | |
| DKS | Dicks Sporting Goods | Stock | Consumer Discretionary | |
| RCII | Rent A Center | Stock | Consumer Discretionary | |
| HLI | Houlihan Lokey | Stock | Financials |
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.
| Risk Adjusted Performance | 0.1011 | |||
| Jensen Alpha | 0.1393 | |||
| Total Risk Alpha | (0.06) | |||
| Sortino Ratio | 0.0294 |
WisdomTree SmallCap Against Markets
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 metropolitan statistical area. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of WisdomTree SmallCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree SmallCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree SmallCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree SmallCap's market value can be influenced by many factors that don't directly affect WisdomTree SmallCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree SmallCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree SmallCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree SmallCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.