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.
WisdomTree US SmallCap Dividend ETF DES
Morningstar’s Analysis DES
Will DES outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Organon & Co Ordinary Shares | 1.39 | 25.6 Mil | Healthcare |
CVR Energy Inc | 1.00 | 18.3 Mil | Energy |
TFS Financial Corp | 0.81 | 15.0 Mil | Financial Services |
ALLETE Inc | 0.75 | 13.9 Mil | Utilities |
M.D.C. Holdings Inc | 0.75 | 13.8 Mil | Consumer Cyclical |
EPR Properties | 0.75 | 13.7 Mil | Real Estate |
Kohl's Corp | 0.71 | 13.0 Mil | Consumer Cyclical |
Archrock Inc | 0.67 | 12.3 Mil | Energy |
Viper Energy Inc Ordinary Shares - Class A | 0.66 | 12.1 Mil | Energy |
Xerox Holdings Corp | 0.65 | 11.9 Mil | Technology |