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DGRS
+3.26 · +6.58%
$52.81 · NASDAQ

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) ETF Analysis | Small Value

WisdomTree · United States
AUM:$382.2M
#– of – in Small Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.38% — moderate cost. Consider how fees compound over long holding periods.

What is DGRS?

The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U. 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DGRS returned 13.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.38%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 18.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$382.2M
Expense Ratio0.38%
Dividend Yield2.49%
Holdings50
Inception DateJul 2013
DomicileUnited States
DistributionMonthly
Index–
ProviderWisdomTree
Beta1.16
CategorySmall Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.3%
1Y
+18.9%
3Y
+46.9%
5Y
+44.8%
OpenBook InsightIf you had invested £10,000 in DGRS 5 years ago, it would have grown to £14,483 — a gain of £4,483.

Annual Returns

Calendar year performance

DGRS delivered positive returns in 4 of the last 5 calendar years.
YearDGRS
2026 YTD+19.8%
2025+0.7%
2024+10.6%
2023+20.7%
2022-13.2%
CAGR 4yr+3.9%
4/5 positive yearsAvg return: +7.7%Worst year: -13.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
10.8%
Low
Momentum
+0.5%
30-day change
Support Level
59.70
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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