DFE:ARCA-WisdomTree Europe SmallCap Dividend Fund (USD)

ETF | Europe Stock | NYSE Arca

Last Closing

USD 56.68

Change

-0.25 (-0.45)%

Market Cap

USD 0.67B

Volume

8.34K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Europe SmallCap Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of the small-capitalization segment of the European dividend-paying market. The fund is non-diversified.

Inception Date: 16/06/2006

Primary Benchmark: WisdomTree Europe SC Dividend TR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.59%

Management Expense Ratio: 0.58 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Europe Stock

Symbol Name Mer Price(Change) Market Cap
VGK Vanguard FTSE Europe Index Fun.. 0.09 %

N/A

USD 16.45B
IEUR iShares Core MSCI Europe ETF 0.10 %

N/A

USD 4.13B
HEDJ WisdomTree Europe Hedged Equit.. 0.58 %

N/A

USD 1.47B
HEZU iShares Currency Hedged MSCI E.. 0.03 %

N/A

USD 0.34B
FLEE Franklin FTSE Europe ETF 0.09 %

N/A

USD 0.08B
EUSC WisdomTree Europe Hedged Small.. 0.58 %

N/A

USD 0.04B
FEU SPDR STOXX Europe 50 ETF 0.29 %

N/A

N/A
GSEU Goldman Sachs ActiveBeta® Eur.. 0.25 %

N/A

N/A
DBEZ Xtrackers MSCI Eurozone Hedged.. 0.47 %

N/A

N/A
FDD First Trust STOXX® European S.. 0.57 %

N/A

N/A

ETFs Containing DFE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Europe Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.95% 20% F 25% F
Dividend Return 4.44% 93% A 62% D
Total Return -0.51% 20% F 25% F
Trailing 12 Months  
Capital Gain -4.95% 20% F 25% F
Dividend Return 4.44% 93% A 62% D
Total Return -0.51% 20% F 25% F
Trailing 5 Years  
Capital Gain -12.71% 13% F 35% F
Dividend Return 18.92% 87% B+ 61% D-
Total Return 6.22% 13% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain 6.06% 13% F 54% F
Dividend Return 9.96% 27% F 59% D-
Total Return 3.90% 87% B+ 74% C
Risk Return Profile  
Volatility (Standard Deviation) 25.42% 13% F 43% F
Risk Adjusted Return 39.17% 13% F 54% F
Market Capitalization 0.67B N/A N/A N/A N/A

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.