DFEWisdomTree Europe SmallCap Dividend Fund
Tracks the price and yield performance of the WisdomTree Europe SmallCap Dividend Index.
By WisdomTree · Launched 2006
Annual Cost
0.58%
#3,048 of 5,861 · average
Fund Size
$158M
#2,562 of 5,861 · mid-size
Return (1Y)Goal
+13.6%
Track Record
20 years
#301 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,166+21.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 17.6% of fund✓ well diversified
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
3.5%
Hoegh Autoliners ASA
2.5%
DOF Group ASA
2.0%
NOS SGPS SA
1.7%
Elecnor SA
1.6%
Energean PLC
1.3%
ODFJELL DRILLING LTD
1.3%
Pennon Group PLC
1.3%
REN - Redes Energeticas Nacionais, SGPS, S.A
1.3%
Aperam SA
1.2%
Asset allocation
Stocks
100.0%
By sector
Industrials
31.1%
Consumer Cyclical
12.7%
Financial Services
11.4%
Basic Materials
7.7%
Real Estate
7.1%
Technology
6.7%
Communication
5.8%
Healthcare
5.5%
Other
11.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.2%Moderate
Year-on-year price swings
Max drawdown
-49.7%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
0.96Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree Europe SmallCap Dividend Index.
- Strategy
- Employs a passive management approach designed to track the WisdomTree Europe SmallCap Dividend Index, which includes small-capitalization European dividend-paying companies. The Fund generally invests in a sample of securities in the Index, with significant exposure to the Industrials and Financials sectors.
- Inception date
- June 16, 2006
- Fund family
- WisdomTree
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Data updated on 2026-08-04