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DGRS - ETF AI Analysis
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WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS)
Rating:67Neutral
Price Target:
$53.00
Positive Factors
Strong Performing Holdings
Several top holdings, such as Sensient Technologies and Ramaco Resources, have delivered strong year-to-date gains, supporting the fund’s overall performance.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Focus on Quality Dividend Growth
The fund targets small-cap companies with strong dividend growth potential, appealing to investors seeking income and growth.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to other funds, which can eat into investor returns over time.
Underperforming Holdings
Some key holdings, such as Western Union and LCI Industries, have lagged in performance, dragging down the fund’s momentum.
Limited Geographic Exposure
The fund is almost entirely focused on U.S. companies, offering little diversification across global markets.
DGRS vs. SPDR S&P 500 ETF (SPY)
AUM325.33M
RegionNorth America
Expense Ratio0.58%
Beta0.92
IssuerWisdomTree
Inception DateJul 25, 2013
Dividend Yield2.77%
Asset ClassEquity
Index TrackedWisdomTree U.S. SmallCap Quality Dividend Growth Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,496
30 Day Avg. Volume24,175
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
56.77Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering213
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DGRS Summary
The WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) is an ETF that focuses on small-cap companies in the U.S. with strong fundamentals and a history of growing dividends. It tracks the WisdomTree U.S. SmallCap Quality Dividend Growth Index and includes companies like Polaris and Federated Hermes. This fund offers investors a chance to benefit from both potential growth and income generation, making it appealing for those seeking diversification in smaller, agile companies. However, since it focuses on small-cap stocks, it can be more volatile and sensitive to market changes compared to larger, more established companies.
How much will it cost me?The expense ratio for the WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) is 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting small-cap companies with strong dividend growth and quality fundamentals.
What would affect this ETF?The DGRS ETF, focused on U.S. small-cap companies with strong dividend growth, could benefit from a thriving U.S. economy, increased consumer spending, and potential growth in sectors like Industrials and Consumer Cyclical, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could pressure small-cap companies, and economic slowdowns that might impact dividend growth or profitability in key sectors like Financials and Materials.
DGRS Top 10 Holdings
The WisdomTree US Smallcap Quality Dividend Growth Fund (DGRS) leans heavily into financials, industrials, and consumer cyclical sectors, showcasing its focus on small-cap companies with strong dividend growth potential. Polaris and American Eagle are rising stars, with steady gains driven by strategic initiatives and positive earnings momentum. Meanwhile, Victory Capital and Archrock are lagging, weighed down by bearish technical trends and sector-specific challenges. With its U.S.-centric exposure and broad sector diversification, the fund balances growth and income opportunities, though its reliance on certain sectors may amplify volatility in weaker market conditions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Polaris | 2.44% | $8.19M | $3.58B | -6.39% | 52 Neutral | |
| Western Union | 1.97% | $6.61M | $2.68B | -23.87% | 65 Neutral | |
| LCI Industries | 1.92% | $6.44M | $2.71B | -7.37% | 74 Outperform | |
| Federated Hermes | 1.92% | $6.44M | $3.75B | 14.31% | 68 Neutral | |
| Victory Capital Holdings | 1.86% | $6.23M | $4.10B | -7.74% | 77 Outperform | |
| Archrock | 1.86% | $6.23M | $4.09B | -9.82% | 79 Outperform | |
| American Eagle | 1.54% | $5.17M | $3.14B | 5.34% | 71 Outperform | |
| TEGNA | 1.53% | $5.12M | $3.22B | 6.73% | 65 Neutral | |
| Sensient Technologies | 1.47% | $4.92M | $4.03B | 20.59% | 66 Neutral | |
| Community Bank System | 1.38% | $4.64M | $3.00B | -19.59% | 76 Outperform |
DGRS Technical Analysis
Neutral
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Price Trends
49.33
Negative
49.08
Negative
47.33
Positive
Market Momentum
-0.69
Positive
44.07
Neutral
18.27
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DGRS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 48.39, equal to the 50-day MA of 49.33, and equal to the 200-day MA of 47.33, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 44.07 is Neutral, neither overbought nor oversold. The STOCH value of 18.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DGRS.
DGRS Peer Comparison
Comparison Results
Performance Comparison
DGRS
WisdomTree US Smallcap Quality Dividend Growth Fund
47.72
-7.40
-13.43%
OUSM
OShares U.S. Small-Cap Quality Dividend ETF
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FYX
First Trust Small Cap Core AlphaDEX Fund
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DWAS
Invesco DWA SmallCap Momentum ETF
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GSSC
Goldman Sachs Activebeta U.S. Small Cap Equity ETF
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SMDV
ProShares Russell 2000 Dividend Growers ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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