DFJWisdomTree Japan SmallCap Dividend Fund
Tracks the price and yield performance of the WisdomTree Japan SmallCap Dividend Index.
By WisdomTree · Launched 2006
Annual Cost
0.58%
#3,145 of 6,035 · average
Fund Size
$436M
#1,769 of 6,035 · large
Return (1Y)
+24.0%
Track Record
20 years
#307 of 6,035 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,853+18.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Asia pacificCap
Small
Strategy
Index tracking
Factor
Dividend
Index tracked
WisdomTree Japan SmallCap Dividend Index
Holdings
By weightConcentration
Top 10 holdings = 5.8% of funddiversified
Daishi Hokuetsu Financial Group Inc
0.7%
CHUGIN FINANCIAL GROUP INC
0.6%
DREY INST PREF GOV MM-MDSVXX
0.6%
Hazama Ando Corporation
0.6%
NSK Ltd
0.6%
Exedy Corp
0.6%
NIPPON SHOKUBAI CO LTD
0.5%
Sky Perfect Jsat Corp.
0.5%
Seino Holdings Co Ltd.
0.5%
Infroneer Holdings Inc
0.5%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Industrials
25.7%
Consumer Cyclical
16.1%
Financial Services
15.4%
Basic Materials
13.8%
Technology
12.7%
Consumer Defensive
6.9%
Healthcare
3.7%
Real Estate
2.5%
Other
3.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.7%Moderate
Year-on-year price swings
Max drawdown
-40.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.47Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree Japan SmallCap Dividend Index.
- Strategy
- Employs a passive management approach to track the WisdomTree Japan SmallCap Dividend Index, which consists of dividend-paying small capitalization companies in Japan. The Fund uses representative sampling to achieve its investment objective, with significant exposure to the Industrials and Consumer Discretionary sectors.
- Inception date
- June 16, 2006
- Fund family
- WisdomTree
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Data updated on 2026-09-18