WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund

DGRS

Market cap $363M

The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) was launched on 07/25/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.

Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) is a smart beta exchange traded fund launched on 07/25/2013.

The WisdomTree U.S. SmallCap Quality Dividend Growth ETF offers a 2.7% dividend yield and a below-average P/E of 10.8, appealing to value-oriented investors. DGRS focuses on high-quality U.S. small-cap companies with strong growth potential and consistent dividends, emphasizing financial services and industrials, while underweighting technology and healthcare. Despite macroeconomic uncertainties, DGRS's quality and dividend sustainability may provide downside protection, though its cyclical exposure could introduce volatility.

The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) made its debut on 07/25/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Blend category of the market.

Strong returns in U.S. stocks, particularly over the past two plus years, have led investors to question the relative lack of companies going public via the IPO process — as well as the potential implications for the IPO market in the long term. According to active equity managers, a combination of increased public market regulation, a reduced pipeline of potential offerings following the prior boom, the rising role of large private asset managers in capital raising, and near-term uncertainty surrounding government policy are all contributing factors. At Russell Investments, we think investors benefit from taking a long-term view.

The WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) was launched on 07/25/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Small-cap equities and related ETFs ended 2024 on a sour note. And the Russell 2000 Index is off 4.53% for the month ending January 15.

From September through November, small-cap stocks and related ETFs notched impressive gains. But just as with the broader market, smaller stocks have fallen on hard times this month.

U.S. small-cap equities are outperforming large caps by more than 4% in Q4 2024, driven by pro-growth sentiment following Trump's election victory. The recent rebalance of the WisdomTree U.S. SmallCap Quality Dividend Growth Index boosted exposure to Consumer Discretionary and Financials while trimming lower-quality sectors like Health Care. WTSDG's valuation and quality metrics improved, offering nearly 14% expected earnings growth for 2025 at a forward price-to-earnings significantly lower than the S&P 500's.