U.S. Dividend by Size

Top category "WisdomTree U.S. Equity Markets" is hidden please check in administration to make it visible

Parent category "Modern Alpha® Dividend Focus" is hidden please check in administration to make it visible

Draft theme Never published

U.S. Dividend by Size

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.


WisdomTree U.S. Total Dividend Fund, the benchmark of this selection, is chosen for contrast, highlighting very short term momentum shifts, as well as performance and volatility, of the selected WisdomTree ETFs, screening companies by size and accounting for key factors of dividend and quality


Momentum, a very short-term trend indicator, may signal sector rotation - click the column header to rank momentum and highlight trends across fund categories 

In the choice of time frames to highlight trends in performance and risk (volatility) of the funds, the selection of short periods - from 1 week to 6 months - is strongly advised - for a better overview, double-click the performance / risk chart 

Volatility is always annualized for comparison purposes

As is the case for all the themes listed on the platform, further information can be accessed with hovering the mouse over a ticker or by clicking fund name / ticker - or any column header

Expand any chart by double-click


The selection on pininvest.com is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

U.S. Dividend by Size • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree U.S. LargeCap Dividend Fund DLN NYSEARCA - - - 2.2 B 34.6 % Weak Up 16 %   16 % -9 %
WisdomTree U.S. MidCap Dividend Fund DON NYSEARCA - - - 3.6 B 54.2 % Neutral 23 %   25 % -14 %
WisdomTree U.S. Smallcap Quality Dividend Growth Fund DGRS NASDAQ - - - 112 M 65.8 % Neutral 26 %   29 % -13 %
WisdomTree US SmallCap Dividend Fund DES NYSEARCA - - - 1.8 B 59.8 % Neutral 27 %   30 % -14 %