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 | 1.38 | 25.7 Mil | Healthcare |
CVR Energy Inc | 0.97 | 18.2 Mil | Energy |
TFS Financial Corp | 0.82 | 15.3 Mil | Financial Services |
Kohl's Corp | 0.79 | 14.7 Mil | Consumer Cyclical |
ALLETE Inc | 0.77 | 14.4 Mil | Utilities |
EPR Properties | 0.74 | 13.9 Mil | Real Estate |
Archrock Inc | 0.67 | 12.6 Mil | Energy |
Viper Energy Inc Ordinary Shares - Class A | 0.65 | 12.2 Mil | Energy |
Xerox Holdings Corp | 0.64 | 12.0 Mil | Technology |
Northern Oil & Gas Inc | 0.63 | 11.9 Mil | Energy |