WisdomTree U.S. SmallCap Dividend Fund DES

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.

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.

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Portfolio Holdings DES

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings9.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TFS Financial Corp

1.1825M
Financial Services

EPR Properties

1.1625M
Real Estate

NorthWestern Energy Group Inc

1.1324M
Utilities

PBF Energy Inc Class A

0.9821M
Energy

Travel+Leisure Co

0.9420M
Consumer Cyclical

Sonoco Products Co

0.9320M
Consumer Cyclical

Outfront Media Inc

0.9119M
Real Estate

Avnet Inc

0.7917M
Technology

Victory Capital Holdings Inc Class A

0.7917M
Financial Services

Iridium Communications Inc

0.7817M
Communication Services

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