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%
#3,041 of 5,854 · average
Fund Size
$374M
#1,824 of 5,854 · large
Return (1Y)Goal
+26.5%
Track Record
20 years
#301 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,879+18.8%
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
What it actually holds
By weightConcentration
Top 10 holdings = 5.8% of fund✓ well diversified
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
100.0%
By sector
Industrials
26.8%
Consumer Cyclical
15.9%
Financial Services
13.8%
Basic Materials
13.8%
Technology
13.2%
Consumer Defensive
7.1%
Healthcare
3.7%
Real Estate
2.7%
Other
3.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.6%Moderate
Year-on-year price swings
Max drawdown
-40.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.30Good 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 2026-08-03