WisdomTree U.S. SmallCap Quality Dividend Growth Fund

Frequently Asked Questions About DGRS

What does DGRS invest in?

The underlying index is designed using a fundamental weighting methodology, concentrating on U.S. small-capitalization common stocks that both distribute dividends and demonstrate significant growth characteristics. Typically, the fund commits a minimum of 80% of its total assets (excluding collateral derived from securities lending) to either the direct holdings of this index or to other investments possessing substantially equivalent economic profiles. This fund is structured as a non-diversified investment vehicle.

What is the expense ratio of DGRS?

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) charges an expense ratio of 0.38%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DGRS?

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) manages $394.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DGRS actively managed or an index fund?

DGRS's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DGRS launched?

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) launched in July 2013 and is managed by WisdomTree.

How has DGRS performed?

DGRS's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.