WisdomTree US SmallCap Dividend Fund

DES

Market cap $1.92B

Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund launched on June 16, 2006.

After a decade of Big Tech dominance that delivered strong returns to Nasdaq investors, the market may be setting up for a rotation.

DES is a well-established ETF comprised of small-cap dividend-paying stocks. Its expense ratio is 0.38%, and the fund's trailing yield is 2.85%. Stocks are screened for quality and momentum, while the fund excludes many of the highest-yielding securities in the universe (mainly REITs). Still, its estimated forward yield is solid at 3.08%. My fundamental analysis suggests that, despite inferior long-term performance, DES's portfolio is stronger than IJS's, a small-cap value benchmark that covers S&P SmallCap 600 Index stocks.

For decades, small-cap value was one of the most potent factor combinations, but that compelling history doesn't mean small-cap value wins out every year. There are times when “junkier” small stocks beat broader small-cap indexes.

A smart beta exchange traded fund, the WisdomTree U.S. SmallCap Dividend ETF (DES) debuted on 06/16/2006, and offers broad exposure to the Style Box - Small Cap Value category of the market.

Launched on June 16, 2006, the WisdomTree U.S. SmallCap Dividend ETF (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.

The WisdomTree U.S. SmallCap Dividend ETF (DES) was launched on June 16, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

A smart beta exchange traded fund, the WisdomTree U.S. SmallCap Dividend ETF (DES) debuted on 06/16/2006, and offers broad exposure to the Style Box - Small Cap Value category of the market.

WisdomTree U.S. SmallCap Dividend Fund has a portfolio of over 500 small caps weighted based on dividends. DES is well diversified across holdings, with a focus on financials and value characteristics. DES has underperformed several competitors over the last 10 years.