Morningstar

WisdomTree U.S. SmallCap Dividend Fund DES

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DES

Will DES outperform in the 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 quirky approach to dividends.

Associate Analyst Brian Paoli

Brian Paoli

Associate Analyst

Summary

By blending dividend weighting with quality and momentum characteristics, WisdomTree US Small-Cap Dividend ETF delivers defensive yet inconsistent exposure to US small-cap stocks. This calls into question its ability to deliver a durable risk-adjusted advantage over more consistent peers and results in a Process Pillar downgrade to Average from Above Average.

by Brian Paoli
Rated on Published on

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Portfolio Holdings DES

More DES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PBF Energy Inc Class A

1.31 27M
Energy

TFS Financial Corp

1.18 24M
Financial Services

EPR Properties

1.05 22M
Real Estate

NorthWestern Energy Group Inc

0.99 20M
Utilities

Sonoco Products Co

0.94 19M
Consumer Cyclical

Patterson-UTI Energy Inc

0.89 18M
Energy

Avnet Inc

0.87 18M
Technology

Outfront Media Inc

0.84 17M
Real Estate

Kodiak Gas Services Inc

0.81 17M
Energy

Iridium Communications Inc

0.77 16M
Communication Services

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