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DESWisdomTree U.S. SmallCap Dividend Fund

Grow my moneyGet income#235 of 1640 for Get income

Seeks to track the price and yield performance of the WisdomTree U.S. SmallCap Dividend Index.

WisdomTree · Since 2006 (19 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$1.9B

#671 out of 5,332 ETFs

Dividend Yield

2.54%

Track Record

19 years

#319 out of 5,332 ETFs

Performance

1 Year

+31.4%

3 Years

+15.7%

5 Years

+6.8%

What's inside

Asset class
Strategy
index tracking
Cap
small
Factor
dividend

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
24.1%
Consumer Cyclical
17.1%
Industrials
13.5%
Real Estate
10.1%
Energy
10.1%
Basic Materials
6.3%
Technology
5.1%
Consumer Defensive
4.6%
Other
9.1%

Top holdings

EPR PropertiesEPR1.1%
Sonoco Products CoSON1.1%
Cal-Maine Foods IncCALM1.0%
TFS Financial CorpTFSL1.0%
NorthWestern Energy Group IncNWE0.9%
Kodiak Gas Services IncKGS0.9%
Travel+Leisure CoTNL0.9%
Archrock IncAROC0.8%
Outfront Media IncOUT0.8%
Bath & Body Works IncBBWI0.8%

Risk profile

Volatility (1Y)

17.0%

Moderate

Max drawdown

-45.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.67

Decent risk-adjusted returns

Sortino (3Y)

1.03

Good downside protection

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Data updated on 2026-05-05