DGRS:NSD-WisdomTree U.S. SmallCap Quality Dividend Growth Fund (USD)

ETF | Small Blend |

Last Closing

USD 50.99

Change

-0.54 (-1.05)%

Market Cap

USD 0.42B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-01 )

Largest Industry Peers for Small Blend

Symbol Name Price(Change) Market Cap
VTWO Vanguard Russell 2000 Index Fu..

-1.22 (-1.37%)

USD 11.71B
PRFZ Invesco FTSE RAFI US 1500 Smal..

-0.46 (-1.11%)

USD 2.55B
FYX First Trust Small Cap Core Alp..

-1.56 (-1.57%)

USD 0.91B
USVM VictoryShares US Small Mid Cap..

-0.70 (-0.82%)

USD 0.28B
CSF VictoryShares US Discovery Enh..

-0.70 (-1.29%)

USD 0.04B
CSA VictoryShares US Small Cap Vol..

-0.94 (-1.28%)

USD 0.03B
SQLV Royce Quant Small-Cap Quality ..

-0.61 (-1.45%)

USD 0.03B
RNSC First Trust Small Cap US Equit..

-0.48 (-1.59%)

USD 0.03B

ETFs Containing DGRS

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.48% 44% F 64% D
Dividend Return 1.60% 100% F 39% F
Total Return 9.09% 44% F 64% D
Trailing 12 Months  
Capital Gain 27.35% 67% D+ 71% C-
Dividend Return 2.67% 89% A- 42% F
Total Return 30.02% 78% C+ 71% C-
Trailing 5 Years  
Capital Gain 48.93% 33% F 70% C-
Dividend Return 13.87% 100% F 56% F
Total Return 62.79% 44% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 12.04% N/A N/A 69% C-
Dividend Return 14.43% N/A N/A 70% C-
Total Return 2.39% N/A N/A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 24.74% N/A N/A 70% C-
Risk Adjusted Return 58.32% N/A N/A 83% B
Market Capitalization 0.42B 67% D+ 59% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:

There is nothing we particularly dislike