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WisdomTree US SmallCap Dividend ETF DES

Morningstar Medalist Rating
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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DES’s performance objective and investment process is for both security selection and portfolio construction.

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.

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.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings DES

More DES Holdings
  • 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

CONSOL Energy Inc Ordinary Shares

1.13
19,688,058
Energy

Arch Resources Inc Class A

0.95
16,502,988
Basic Materials

EPR Properties

0.94
16,439,761
Real Estate

Cogent Communications Holdings Inc

0.94
16,393,639
Communication Services

Radian Group Inc

0.90
15,746,459
Financial Services

M.D.C. Holdings Inc

0.76
13,209,224
Consumer Cyclical

California Resources Corp Ordinary Shares - New

0.74
12,927,062
Energy

Greif Inc Class A

0.73
12,799,417
Consumer Cyclical

Sabra Health Care REIT Inc

0.71
12,358,153
Real Estate

Jackson Financial Inc

0.69
11,956,076
Financial Services