By blending dividend weighting with quality and momentum characteristics, WisdomTree US Small-Cap Dividend ETF delivers defensive yet inconsistent exposure to US small-cap stocks. This calls into question its ability to deliver a durable risk-adjusted advantage over more consistent peers and results in a Process Pillar downgrade to Average from Above Average.
WisdomTree U.S. SmallCap Dividend Fund DES
Morningstar’s Analysis DES
Will DES outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DES 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 DES’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
TFS Financial Corp | 1.13 | 24M | Financial Services |
Kodiak Gas Services Inc | 1.10 | 23M | Energy |
EPR Properties | 1.08 | 23M | Real Estate |
Sonoco Products Co | 0.93 | 20M | Consumer Cyclical |
NorthWestern Energy Group Inc | 0.91 | 19M | Utilities |
Cal-Maine Foods Inc | 0.90 | 19M | Consumer Defensive |
Travel+Leisure Co | 0.85 | 18M | Consumer Cyclical |
Outfront Media Inc | 0.84 | 18M | Real Estate |
Avnet Inc | 0.81 | 17M | Technology |
Archrock Inc | 0.81 | 17M | Energy |
United States