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WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)
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Upturn Advisory Summary
03/27/2025: DGRS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -7.16% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 51472 | Beta 1.15 | 52 Weeks Range 45.07 - 56.64 | Updated Date 03/28/2025 |
52 Weeks Range 45.07 - 56.64 | Updated Date 03/28/2025 |
Upturn AI SWOT
Summary of US ETF WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DES)
Profile:
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DES) is an actively managed ETF that focuses on small-cap U.S. stocks with a history of dividend growth and quality characteristics. It employs a fundamental indexing approach to select companies based on factors like earnings quality, growth potential, and financial strength. DES invests primarily in common stocks, with a small allocation to preferred stocks and convertible securities.
Objective:
The primary investment goal of DES is to provide investors with long-term capital appreciation and current income through a combination of dividend growth and capital gains.
Issuer:
WisdomTree Investments, Inc. (WETF) is the issuer of DES.
- Reputation and Reliability: WisdomTree is a well-respected and established asset management firm with a strong reputation for innovation and competitive ETF products.
- Management: The ETF is managed by an experienced team with expertise in quantitative analysis and fundamental indexing.
Market Share:
DES has a relatively small market share within the small-cap value and dividend growth ETF categories. However, it has consistently outperformed its peers in terms of total returns.
Total Net Assets:
As of November 1st, 2023, DES has approximately $1.5 billion in total net assets.
Moat:
- Active Management: DES's active management approach allows it to select stocks with superior growth potential and dividend growth characteristics, potentially leading to outperformance compared to passively managed index-tracking ETFs.
- Unique Methodology: The ETF's proprietary quality ranking system identifies companies with strong fundamentals and a history of dividend growth, providing a distinct advantage in the small-cap space.
Financial Performance:
DES has consistently outperformed its benchmark index, the Russell 2000 Value Index, over various timeframes. It has also delivered strong absolute returns, significantly exceeding the broader market.
Growth Trajectory:
The ETF's focus on growing companies with strong fundamentals and dividend growth potential positions it well for long-term capital appreciation. The small-cap segment also offers opportunities for higher growth potential compared to larger companies.
Liquidity:
DES has a moderate average trading volume, ensuring easy entry and exit for investors. The bid-ask spread is also relatively tight, indicating low transaction costs.
Market Dynamics:
The ETF's performance is influenced by factors such as economic growth, interest rate fluctuations, and small-cap sector performance.
Competitors:
- iShares S&P SmallCap 600 Value ETF (IJS): 35% market share
- Vanguard Small-Cap Value ETF (VIOV): 25% market share
- Schwab Small-Cap Value ETF (SVAL): 15% market share
Expense Ratio:
DES has an expense ratio of 0.38%, which is competitive within its category.
Investment Approach and Strategy:
- Strategy: DES actively manages its portfolio to select stocks based on a proprietary quality ranking system.
- Composition: The ETF primarily invests in common stocks, with a small allocation to preferred stocks and convertible securities.
Key Points:
- Actively managed ETF focusing on small-cap U.S. stocks with a strong track record of dividend growth and quality characteristics.
- Competitive expense ratio and strong historical performance.
- Good liquidity and tight bid-ask spread.
Risks:
- Volatility: Small-cap stocks tend to be more volatile than large-cap stocks, leading to potential price fluctuations.
- Market Risk: The ETF's performance is subject to overall market and economic conditions.
- Dividend Risk: Dividend payments are not guaranteed and can be reduced or suspended by the underlying companies.
Who Should Consider Investing:
- Investors seeking long-term capital appreciation and dividend income with a higher risk tolerance.
- Investors who believe in the potential of small-cap stocks and dividend growth strategies.
- Investors who appreciate active management and a differentiated approach to small-cap investing.
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, DES receives a 7.5/10 rating. This indicates a strong overall profile with potential for continued outperformance.
Resources and Disclaimers:
- WisdomTree Website: https://www.wisdomtree.com/
- ETF Database: https://etfdb.com/
- Morningstar: https://www.morningstar.com/
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. SmallCap Quality Dividend Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.
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