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DLSWisdomTree International SmallCap Dividend Fund

Grow my moneyGet income20y track recordRanked #576 of 1,705 in this goal

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

By WisdomTree · Launched 2006

Annual Cost

0.58%

#3,145 of 6,035 · average

Fund Size

$1.1B

#1,126 of 6,035 · large

Return (1Y)

+14.0%

Track Record

20 years

#307 of 6,035 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,438+14.4%

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 International SmallCap Dividend Index

Holdings

By weight

Concentration

Top 10 holdings = 8.5% of funddiversified

WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
3.1%
Hafnia Ltd.
0.8%
Hoegh Autoliners ASA
0.7%
Elecnor SA
0.6%
DOF Group ASA
0.6%
Plus500 Ltd.
0.6%
NOS SGPS SA
0.6%
ODFJELL DRILLING LTD
0.5%
MAN GROUP PLC
0.5%
FIBI HOLDINGS LTD
0.5%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Industrials
27.7%
Financial Services
14.5%
Consumer Cyclical
13.0%
Basic Materials
9.5%
Technology
8.4%
Consumer Defensive
7.9%
Real Estate
6.7%
Communication
4.4%
Other
7.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.9%Moderate

Year-on-year price swings

Max drawdown
-44.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.48Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree International SmallCap Dividend Index.
Strategy
Employs a passive management approach to track the WisdomTree International SmallCap Dividend Index, which includes small-capitalization dividend-paying companies in the industrialized world outside the U.S. and Canada. Significant exposure to the Industrials and Financials sectors is expected.
Inception date
June 16, 2006
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18