WisdomTree US Smallcap Quality Dividend Growth Fund

Lucratividade por seis meses: 0.3828%
Comissão: 0.38%
Categoria: Small Cap Blend Equities

49.62 $

-1.13 $ -2.23%
40.64 $
52.9 $

Min./max. por um ano

Os principais parâmetros

10 lucratividade do verão 103.55
10 principais emissores, % 18.98
3 lucratividade do verão 17.48
5 lucratividade do verão 61.23
A data da base 2013-07-25
Beta 1.19
Comissão 0.38
Código ISIN US97717X6519
Estratégia Multi-factor
Foco Small Cap
Lucratividade anual 22.1
Lucratividade divina 2.75
Moeda usd
Nome completo WisdomTree US Smallcap Quality Dividend Growth Fund
O número de empresas 235
P/BV média 1.97
P/E média 13.63
P/S média 0.8078
País USA
País ISO US
Proprietário WisdomTree
Região United States
Região U.S.
Segmento Equity: U.S. - Small Cap Growth
Site Sistema
Tamanho do ativo Micro-Cap
Tipo de ativo Equity
Índice WisdomTree U.S. SmallCap Quality Dividend Growth Index
Mudança no dia -2.23% (50.75)
Mudança na semana -2.13% (50.7)
Mudança em um mês -1.21% (50.23)
Mudança em 3 meses -1.15% (50.1965)
Mudança em seis meses +0.3828% (49.4308)
Mudança para o ano +22.1% (40.64)
Mudança desde o início do ano -2.13% (50.7)

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Semelhante ETF

Outros ETFs da empresa de gestão

Nome Aula Categoria Comissão Lucratividade anual
WisdomTree Floating Rate Treasury Fund
USFR
Bond 0.15 0.1788
WisdomTree US Quality Dividend Growth Fund
DGRW
Equity 0.28 25.06
WisdomTree Japan Hedged Equity Fund
DXJ
Equity 0.48 50.57
WisdomTree U.S. MidCap Dividend Fund
DON
Equity 0.38 19.22
WisdomTree India Earnings Fund
EPI
Equity 0.85 11.7
WisdomTree Emerging Markets High Dividend Fund
DEM
Equity 0.63 24.53
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
Equity 0.58 32.07
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
Equity 0.58 24.8
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
Equity 0.32 40.91
WisdomTree Europe Hedged Equity Fund
HEDJ
Equity 0.58 26.63
WisdomTree U.S. SmallCap Dividend Fund
DES
Equity 0.38 18.51
WisdomTree U.S. Total Dividend Fund
DTD
Equity 0.28 24
WisdomTree International SmallCap Dividend Fund
DLS
Equity 0.58 35.23
WisdomTree US High Dividend Fund
DHS
Equity 0.38 16.09
WisdomTree U.S. Efficient Core Fund
NTSX
Multi-Asset 0.2 34.57
WisdomTree International Quality Dividend Growth Fund
IQDG
Equity 0.42 29.54
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
AGGY
Bond 0.12 3.11
WisdomTree U.S. LargeCap Fund
EPS
Equity 0.08 34.56
WisdomTree U.S. MidCap Fund
EZM
Equity 0.38 28.93
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
Equity 0.42 28.17
WisdomTree U.S. SmallCap Fund
EES
Equity 0.38 33.82
WisdomTree International Equity Fund
DWM
Equity 0.48 32.07
WisdomTree Cloud Computing Fund
WCLD
Equity 0.45 23.58
WisdomTree True Developed International Fund
DOL
Equity 0.48 32.9
WisdomTree China ex-State-Owned Enterprises Fund
CXSE
Equity 0.32 42.99
WisdomTree U.S. AI Enhanced Value Fund
AIVL
Equity 0.38 11.25
WisdomTree U.S. Quality Growth Fund
QGRW
Equity 0.28 34.44
WisdomTree International High Dividend Fund
DTH
Equity 0.58 36.37
WisdomTree International Efficient Core Fund
NTSI
Multi-Asset 0.26 22.37

Descrição WisdomTree US Smallcap Quality Dividend Growth Fund

DGRS предоставляет портфель в переполненном пространстве ETF с малой капитализацией. Схема построения портфеля фонда сокращает 2000 компаний, выплачивающих дивиденды, до 25% акций с самой низкой капитализацией, которые имеют характеристики роста и качества. В частности, фонд проверяет фонды с сильными долгосрочными ожиданиями роста прибыли и высокой исторической рентабельностью капитала и активов. Этот процесс создает некоторые наклоны в секторе и тенденцию к стилю - в сторону ценности, а не роста. Акции, по которым предполагается выплачивать больше дивидендов, имеют больший вес на основе их последних объявленных дивидендов на акцию. Баланс индекса обновляется ежегодно.