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Morningstar

WisdomTree US SmallCap Qual Div Gr ETF DGRS

Morningstar Analyst Rating
Quantitative rating as of

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.

Summary

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WisdomTree US SmallCap Qual Div Gr ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The strategy changed its peer group last October, moving to the Small Value Morningstar Category from the Small Blend category.

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