Morningstar

WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DGRS

Will DGRS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGRS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGRS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGRS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree US SmallCap Qual Div Gr ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DGRS

More DGRS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Capital Holdings Inc Class A

2.65 10M
Financial Services

Avnet Inc

2.61 10M
Technology

Archrock Inc

2.30 9M
Energy

California Resources Corp Ordinary Shares - New

1.86 7M
Energy

Interparfums Inc

1.75 7M
Consumer Defensive

Cohen & Steers Inc

1.66 7M
Financial Services

Northern Oil & Gas Inc

1.64 6M
Energy

Independent Bank Corp

1.53 6M
Financial Services

Magnolia Oil & Gas Corp Class A

1.51 6M
Energy

The Cheesecake Factory Inc

1.50 6M
Consumer Cyclical

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