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WisdomTree US SmallCap Dividend ETF DES

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DES

Will DES outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A smart twist on a proven dividend approach.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree US SmallCap Dividend ETF is a shrewd contrarian fund with bells and whistles that abate much of the risk associated with its rebalancing approach. Sound diversification and a low fee add to its appeal and solidify a Morningstar Analyst Rating of Silver.

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Portfolio Holdings DES

  • Current Portfolio Date
  • Equity Holdings 614
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.95
16,502,988
Basic Materials

EPR Properties

0.94
16,439,761
Real Estate
0.94
16,393,639
Communication Services
0.90
15,746,459
Financial Services
0.76
13,209,224
Consumer Cyclical
0.73
12,799,417
Consumer Cyclical

Sabra Health Care REIT Inc

0.71
12,358,153
Real Estate
0.69
11,956,076
Financial Services