SmalCap Focus

Top category "WisdomTree - Modern Alpha®" is hidden please check in administration to make it visible

Parent category "Multi-Factor Funds" is hidden please check in administration to make it visible

Draft theme Never published

SmalCap Focus

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.

 

Modern Alpha® WisdomTree SmallCap ETFs highlight performance dfferentials between funds focused on geographical location and profitablity

  • U.S. companies screened for quality, earnings or dividends
  • Japanese companies, hedged or un-hedged
  • Europe-based companies, hedged or un-hedged
  • Developed markets ex-US & Canada
  • Emerging markets

Modern Alpha®  factor screening for quality and profitability may present an attractive alternative to a traditional active manager or the market cap-weighted index

 

WisdomTree U.S. LargeCap Dividend Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

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

Expand any chart by double-click

 

The theme 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

SmalCap Focus • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Emerging Markets SmallCap Dividend Fund DGS NYSEARCA - - - 1.6 B 46.2 % Neutral 16 %   7 % -5 %
WisdomTree Europe Hedged SmallCap Equity Fund EUSC NYSEARCA - - - 72 M 39.0 % Weak Up 16 %   9 % -9 %
WisdomTree Europe SmallCap Dividend Fund DFE NYSEARCA - - - 470 M 63.8 % Weak Up 19 %   10 % -11 %
WisdomTree International SmallCap Dividend Fund DLS NYSEARCA - - - 1.5 B 43.4 % Weak Up 16 %   9 % -8 %
WisdomTree Japan Hedged SmallCap Equity Fund DXJS NASDAQ - - - 47 M 20.4 % Neutral 18 %   8 % -8 %
WisdomTree Japan SmallCap Dividend Fund DFJ NYSEARCA - - - 253 M 18.3 % Neutral 18 %   9 % -8 %
WisdomTree U.S. SmallCap Earnings Fund EES NYSEARCA - - - 650 M 78.0 % Neutral 30 %   17 % -18 %
WisdomTree U.S. Smallcap Quality Dividend Growth Fund DGRS NASDAQ - - - 112 M 65.8 % Neutral 26 %   15 % -13 %
WisdomTree US SmallCap Dividend Fund DES NYSEARCA - - - 1.8 B 59.8 % Neutral 27 %   15 % -14 %