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WisdomTree US SmallCap Qual Div Gr ETF DGRS

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

Morningstar’s Analysis DGRS

Will DGRS outperform in 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.

WisdomTree US SmallCap Qual Div Gr ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marriott Vacations Worldwide Corp

1.97 6.7 Mil
Consumer Cyclical

Kontoor Brands Inc

1.87 6.3 Mil
Consumer Cyclical

SLM Corp

1.83 6.2 Mil
Financial Services

Victory Capital Holdings Inc Class A

1.81 6.1 Mil
Financial Services

Cohen & Steers Inc

1.80 6.1 Mil
Financial Services

Viper Energy Inc Ordinary Shares - Class A

1.61 5.5 Mil
Energy

Carter's Inc

1.53 5.2 Mil
Consumer Cyclical

Virtu Financial Inc Class A

1.49 5.1 Mil
Financial Services

Patterson Companies Inc

1.37 4.6 Mil
Healthcare

International Bancshares Corp

1.34 4.5 Mil
Financial Services