A smart beta exchange traded fund, the WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) debuted on 07/25/2013, and offers broad exposure to the Style Box - Small Cap Blend category of the market.
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.
Small-caps and the related equities have found their respective grooves. The fact that the Russell 2000 Index is higher by more than 7% year-to-date confirms this.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 192 | $10,168.32 | $11,408.64 | $1,240.32 | 12.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 354 | $17,572.56 | $21,038.22 | $3,465.66 | 19.72% |
Michael Capobianco MWA Asset Management | 3,152 | $166,929.92 | $186,897.84 | $19,967.92 | 11.96% |
Bridget Fagerholt MAS Advisors LLC | 20,533 | $977,625.67 | $1.22M | $242,753.18 | 24.83% |
Ana-Maria Ignat Covestor Ltd | 88 | $4,437.87 | $5,286.6 | $848.73 | 19.12% |
| NASDAQ (NMS) Exchange | US Country |
The index aims to deliver exposure to the small-capitalization segment of the U.S. equity market, focusing specifically on those companies that pay dividends and exhibit growth characteristics. As a fundamentally weighted index, its approach prioritizes companies based not just on their market capitalization but also on other fundamental factors that may suggest a higher growth potential. The fund that tracks this index is committed to investing at least 80% of its total assets in securities that are either part of the index or possess economic characteristics nearly identical to the constituent securities. Despite its focused investment strategy, it is important to note that the fund is non-diverse. This means it invests primarily in a specific sector or market, making it potentially more susceptible to market volatility within that specific area.
This product targets the small-cap segment within the dividend-paying U.S. equity market, differentiating itself by focusing on companies that not only provide dividends but also show potential for growth. It's an investment option for those looking to capitalize on the small-capitalization U.S. companies that are expected to outperform. The fundamentally weighted approach ensures that the investment is not just based on market capitalization but also takes into consideration the underlying financial health and growth prospects of the companies.
As a non-diversified fund, this investment product places significant weight in fewer securities, which can be seen as focusing on a specific set of companies or economic sectors. This concentration may appeal to investors with a higher risk tolerance who believe in the growth potential of the small-cap dividend-paying sector of the U.S. market. While it may involve higher volatility and risk compared to diversified funds, it also offers the potential for higher returns by capitalizing on the focused growth characteristics of its selected investments.