MidCap - SmallCap

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

Parent category "U.S. Equity by Size" is hidden please check in administration to make it visible

Draft theme Never published

MidCap - SmallCap

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 MidCap - SmallCap ETFs start from a universe of mid- and small-capitalization stocks, with alternatives to strict market-cap based index trackers 

Selection processes offer alternative Modern Alpha®  screening options, with focus on either midcap or smallcap companies

  • shareholder yield
    • based on company dividend pay-out history  - DES (small)
    • or on company earnings - EZM (mid)
  • quality - based on factors such as returns on invested capital and free cash flow-based metrics - DGRS (small)


WisdomTree US SmallCap 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

MidCap - SmallCap • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree U.S. MidCap Dividend Fund DON NYSEARCA - - - 3.6 B 54.2 % Neutral 23 %   17 % -14 %
WisdomTree U.S. MidCap Earnings Fund EZM NYSEARCA - - - 951 M 65.7 % Neutral 26 %   20 % -16 %
WisdomTree U.S. SmallCap Earnings Fund EES NYSEARCA - - - 650 M 78.0 % Neutral 30 %   23 % -18 %
WisdomTree U.S. Smallcap Quality Dividend Growth Fund DGRS NASDAQ - - - 112 M 65.8 % Neutral 26 %   20 % -13 %
WisdomTree US SmallCap Dividend Fund DES NYSEARCA - - - 1.8 B 59.8 % Neutral 27 %   20 % -14 %