DES ETF Analysis: U.S. SmallCap Dividend Fund | NYSE

US Small & Mid Cap Equity | NYSE, USA | Market Cap: 2.074m USD | 12M Return: 22.2% | US97717W6049 | Charts, Fundamentals & Technical Analysis

Small Caps, Dividend Stocks, U.S. Equities, Value Stocks
Total Rating 65
Safety 70
Buy Signal 0.20
US Small & Mid Cap Equity
Category Rotation: -1.5
TER: 0.38%
AUM: 2.07B
Avg Turnover: 3.12M
Risk 3d forecast
Volatility19.1%
VaR 5th Pctl3.15%
VaR vs Median-8.36%
Reward TTM
Sharpe Ratio1.16
Rel. Str. IBD57.2
Rel. Str. Peer Group51 pctl
Character TTM
Beta0.600
Beta Downside0.655
Hurst Exponent0.457
Choppyness70.5%
Drawdowns 3y
Max DD25.16%
CAGR/Max DD0.55
CAGR/Mean DD2.29

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.9 years of data, until 10/2026

Jan -1.5% 9
Feb +1.1% 14
Mar -0.9% 4
Apr +0.5% 4
May +0.2% 0
Jun +1.2% 28
Jul +0.0% 0
Aug -1.2% 28
Sep -3.0% 14
Oct -0.1% 0
Nov +2.9% 64
Dec -1.3% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, ≥40 worth a closer look and ≥60 is strong.

Description: DES U.S. SmallCap Dividend Fund

The WisdomTree U.S. SmallCap Dividend Fund (DES) is an exchange-traded fund that seeks to track a dividend-weighted index of U.S. small-capitalization companies. The fund invests at least 80% of its net assets in constituents whose economic characteristics closely mirror those of the underlying index, and it is classified as a non-diversified fund.

The index employs an annual dividend-weighting methodology, with each constituents weight reflecting its projected share of aggregate cash dividends to be paid in the coming year. This weighting approach is based on the most recently declared dividend per share, making dividend yield a key fundamental factor in the funds construction. WisdomTree is a notable provider of dividend-weighted smart-beta ETFs, and DES falls within the small-cap value segment of the U.S. equity market, launched in 2006.

Headlines to Watch Out For
  • Small-cap dividend yields rise on Fed rate pause
  • Small-cap value stocks outperform amid domestic economic strength
  • Competition intensifies from low-cost small-cap value ETF rivals
What is the price of DES shares?

As of November 12, 2026, the stock is trading at USD 39.57 with a total of 69,451 shares traded. Over the past week, the price has changed by -0.83%, over one month by +3.50%, over three months by -3.21% and over the past year by +22.15%.

Current recommended Stop Loss: 38.40 (which is 3% or 1.8 ATR below the current price).

Is DES a buy, sell or hold?

U.S. SmallCap Dividend Fund has no consensus analysts rating.