WisdomTree U.S. SmallCap Dividend ETF DES is an outstanding option for exposure to U.S. small-cap stocks. Its cost advantage relative to category peers in combination with its contrarian rebalancing approach should help it outperform the Russell 2000 Value Index over the long term. Thanks to its cost advantage relative to peers, under our new ratings framework we are upgrading its Morningstar Analyst Rating to Silver from Bronze.
WisdomTree US SmallCap Dividend ETF DES
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
The fund is designed to provide exposure to small-cap dividend-paying U.S. stocks.
