DESWisdomTree U.S. SmallCap Dividend Fund
DES Fund Description
DES tracks an index of dividend-paying US stocks. The dividend-weighted index is a small-cap subset of the WisdomTree Dividend Index.
DES Factset Analytics Insight
DES offers a different choice amid the cacophony of many US small-cap ETFs, as it is a fund focused on yield. DES' strategy does indeed provide higher dividend yield than the market by overweighting dividend-heavy sectors. DES also leans toward the micro-cap side of the small-cap space. Index constituents are based on the remaining market capitalization of the WisdomTree US Dividend Index — the dividend-paying universe of companies in the U.S. stock market — after the 300 largest companies are removed. Companies comprising the bottom 25% of the remaining market capitalization are selected for inclusion. The Underlying Index is rebalanced annually. Prior to June 30, 2017, the fund’s index was named the WisdomTree SmallCap Dividend Index.
DES MSCI ESG Analytics Insight
WisdomTree U.S. SmallCap Dividend Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.44 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree U.S. SmallCap Dividend Fund ranks in the 16th percentile within its peer group and in the 6th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DES MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DES Summary Data
DES Portfolio Data
DES Index Data
DES Portfolio Management
DES Tax Exposures
DES Fund Structure
DES Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DES. DES is rated a 5 out of 5.
DES Sector/Industry Breakdown
DES Top 10 Holdings[View All]
DES Economic Development
DES Performance Statistics
DES MSCI ESG Ratings
DES Benchmark Comparison Summary
DES Benchmark Comparison Market Cap Size