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WisdomTree Japan SmallCap Dividend ETF DFJ

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

Morningstar’s Analysis DFJ

Will DFJ 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 DFJ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFJ 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 DFJ’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Japan SmallCap Dividend ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFJ

More DFJ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Horiba Ltd

1.07 2.5 Mil
Technology

Toyo Tire Corp

0.80 1.9 Mil
Consumer Cyclical

Daido Steel Co Ltd

0.79 1.8 Mil
Basic Materials

Tokyo Seimitsu Co Ltd

0.65 1.5 Mil
Technology

Dmg Mori Co Ltd

0.61 1.4 Mil
Industrials

Gunma Bank Ltd

0.60 1.4 Mil
Financial Services

Amano Corp

0.56 1.3 Mil
Technology

Nippon Electric Glass Co Ltd

0.53 1.2 Mil
Technology

Mitsui Mining and Smelting Co Ltd

0.50 1.2 Mil
Industrials

Nippon Gas Co Ltd

0.46 1.1 Mil
Utilities