DES:NYE-WisdomTree U.S. SmallCap Dividend Fund (USD)

ETF | Small Value |

Last Closing

USD 34.49

Change

+0.21 (+0.61)%

Market Cap

USD 2.04B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-30 )

Largest Industry Peers for Small Value

Symbol Name Price(Change) Market Cap
VBR Vanguard Small-Cap Value Index..

+0.31 (+0.15%)

USD 31.09B
VBR Vanguard Small-Cap Value Index..

+0.31 (+0.15%)

USD 31.09B
IJS iShares S&P Small-Cap 600 Valu..

+0.39 (+0.36%)

USD 7.20B
IJS iShares S&P Small-Cap 600 Valu..

+0.39 (+0.36%)

USD 7.20B
XSVM Invesco S&P SmallCap Value wit..

+0.27 (+0.49%)

USD 0.82B
XSVM Invesco S&P SmallCap Value wit..

+0.27 (+0.49%)

USD 0.82B
XSLV Invesco S&P SmallCap Low Volat..

+0.19 (+0.40%)

USD 0.33B
XSLV Invesco S&P SmallCap Low Volat..

+0.19 (+0.40%)

USD 0.33B
RWJ Invesco S&P SmallCap 600 Reven..

-0.16 (-0.35%)

N/A
RZV Invesco S&P SmallCap 600® Pur..

-0.14 (-0.13%)

N/A

ETFs Containing DES

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.21% 68% D+ 48% F
Dividend Return 2.10% 95% A 41% F
Total Return 9.31% 68% D+ 45% F
Trailing 12 Months  
Capital Gain 24.15% 72% C 64% D
Dividend Return 3.36% 96% N/A 47% F
Total Return 27.51% 72% C 63% D
Trailing 5 Years  
Capital Gain 29.81% 16% F 60% D-
Dividend Return 13.64% 96% N/A 49% F
Total Return 43.45% 16% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 9.00% N/A N/A 66% D+
Dividend Return 11.50% N/A N/A 65% D
Total Return 2.50% N/A N/A 53% F
Risk Return Profile  
Volatility (Standard Deviation) 24.46% N/A N/A 42% F
Risk Adjusted Return 47.02% N/A N/A 64% D
Market Capitalization 2.04B 50% F 66% D+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.