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DGSWisdomTree Emerging Markets SmallCap Dividend Fund

Grow my moneyGet income18y track recordRanked #464 of 1,706 in this goal

Tracks the price and yield performance of the WisdomTree Emerging Markets SmallCap Dividend Index.

By WisdomTree · Launched 2007

Annual Cost

0.58%

#3,147 of 6,040 · average

Fund Size

$1.8B

#856 of 6,040 · large

Return (1Y)

+13.1%

Track Record

18 years

#535 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,578+5.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Dividend

Index tracked

WisdomTree Emerging Markets SmallCap Dividend Index

Holdings

By weight

Concentration

Top 10 holdings = 12.6% of funddiversified

WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
3.9%
Innolux Corp.
1.2%
Growthpoint Properties Ltd
1.2%
COMPEQ MANUFACTURING COMPANY LTD
1.1%
Banco Del Bajio, S.A., Institucion De Banca
1.0%
Old Mutual Ltd
1.0%
Transmissora Alianca de Energia Eletrica SA
0.9%
Grupo Aeroportuario del Centro Norte S.A.B. de C.V.
0.8%
National Aluminum
0.8%
Lojas Renner SA
0.7%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Technology
21.5%
Financial Services
16.1%
Industrials
15.5%
Consumer Cyclical
9.3%
Basic Materials
8.5%
Real Estate
7.0%
Consumer Defensive
7.0%
Utilities
5.5%
Other
9.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.8%Moderate

Year-on-year price swings

Max drawdown
-44.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
0.98Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree Emerging Markets SmallCap Dividend Index.
Strategy
Employs a passive management indexing approach to track the WisdomTree Emerging Markets SmallCap Dividend Index, investing in small cap common stocks in emerging markets. Significant sector exposure includes Financials, Industrials, and Information Technology.
Inception date
October 30, 2007
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18