(DES) U.S. SmallCap Dividend Fund - NYSE

ETF Category: Small Value | Exchange: NYSE (USA) | Market Cap: 2.073m USD | Total Return: 31.8% in 12m

Small-Cap, Dividend, Equities, Value
Total Rating 69
Safety 66
Buy Signal 0.37
Small Value
Category Rotation: +1.7
TER: 0.38%
AUM: 2.07B
Avg Turnover: 6.34M
Risk 3d forecast
Volatility18.2%
VaR 5th Pctl3.05%
VaR vs Median-6.81%
Reward TTM
Sharpe Ratio1.51
Rel. Str. IBD66.9
Rel. Str. Peer Group46.4
Character TTM
Beta0.721
Beta Downside0.795
Hurst Exponent0.479
Drawdowns 3y
Max DD25.16%
CAGR/Max DD0.62
CAGR/Mean DD2.51

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
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 fundamentally weighted index of dividend-paying U.S. small-capitalization stocks. Under normal conditions, at least 95% of the funds total assets (excluding collateral from securities lending) must be invested in securities included in the underlying index or instruments with substantially identical economic characteristics. The fund operates as a non-diversified fund, meaning it may concentrate its holdings in a smaller number of issuers compared to diversified funds.

ETFs like DES trade on exchanges and pool investor capital to passively replicate the performance of a specified benchmark. A fundamentally weighted index differs from a traditional market-cap-weighted index by assigning weights based on company fundamentals (such as dividends or earnings) rather than share price, which typically results in larger allocations to companies with stronger cash distributions relative to their market value.

Headlines to Watch Out For
  • Small-cap dividend stocks outperform amid Fed rate cuts
  • Energy and financial sector weightings drive fund performance
  • Value rotation lifts small-cap dividend payers over growth
What is the price of DES shares?

As of June 29, 2026, the stock is trading at USD 40.80 with a total of 259,575 shares traded. Over the past week, the price has changed by +3.74%, over one month by +5.56%, over three months by +16.02% and over the past year by +31.84%.

Current recommended Stop Loss: 40.10 (which is 1.7% or 1.2 ATR below the current price).

Is DES a buy, sell or hold?

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