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Upturn AI SWOT - About
WisdomTree Europe SmallCap Dividend Fund (DFE)
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Upturn Advisory Summary
04/01/2025: DFE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.48% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 9996 | Beta 1.14 | 52 Weeks Range 54.01 - 63.19 | Updated Date 04/2/2025 |
52 Weeks Range 54.01 - 63.19 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Europe SmallCap Dividend Fund
ETF Overview
Overview
The WisdomTree Europe SmallCap Dividend Fund (DFE) seeks to track the investment results of dividend-paying small-cap companies in Europe. It aims to provide exposure to the European small-cap equity market while focusing on companies that pay dividends. The fund employs a fundamentally weighted index to select and weight its holdings.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its fundamentally weighted ETFs, with a solid track record of managing and delivering investment products.
Management Expertise
WisdomTree has a team of experienced professionals dedicated to ETF management and research, specializing in dividend-focused and fundamentally weighted strategies.
Investment Objective
Goal
The primary investment goal is to track the investment results of dividend-paying small-cap companies in Europe.
Investment Approach and Strategy
Strategy: The fund aims to track the WisdomTree Europe SmallCap Dividend Index. This index fundamentally weights companies based on their aggregate cash dividends paid.
Composition The ETF primarily holds stocks of small-cap companies located in Europe that pay dividends.
Market Position
Market Share: DFE has a moderate market share within the European small-cap dividend ETF category.
Total Net Assets (AUM): 302300000
Competitors
Key Competitors
- iShares MSCI Europe Small-Cap ETF (IEUS)
- Vanguard FTSE Europe ETF (VGK)
- SPDR EURO STOXX Small Cap ETF (SMEZ)
Competitive Landscape
The ETF industry for European small-cap dividends is competitive. DFE's advantage lies in its dividend-weighting strategy, potentially offering higher income. A disadvantage might be its higher expense ratio compared to some competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results, but historical data shows variable returns influenced by European economic conditions and dividend yields.
Benchmark Comparison: Performance should be compared against the WisdomTree Europe SmallCap Dividend Index to assess tracking efficiency.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume is moderate, which could impact the ease of buying or selling large quantities of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating reasonable trading costs for typical transactions.
Market Dynamics
Market Environment Factors
Economic indicators in Europe, interest rate policies, and sector-specific growth within European small-cap companies affect DFE's performance.
Growth Trajectory
DFE's growth is linked to European economic expansion, increased dividend payouts from small-cap companies, and investor demand for income-generating assets.
Moat and Competitive Advantages
Competitive Edge
DFE's competitive edge is its focus on dividend-paying small-cap stocks in Europe, combined with a fundamental dividend-weighting methodology. This strategy can potentially offer higher dividend yields and downside protection compared to market-cap-weighted indices. WisdomTree's expertise in fundamentally weighted ETFs further strengthens its position. The fund offers a differentiated approach compared to broad-based European small-cap ETFs.
Risk Analysis
Volatility
The volatility of DFE can be influenced by fluctuations in the European small-cap equity market and currency exchange rates.
Market Risk
Specific risks include economic slowdown in Europe, political instability, and changes in dividend policies of the underlying companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking dividend income, diversification in European small-cap equities, and is comfortable with the risks associated with international investing.
Market Risk
DFE is suitable for long-term investors seeking income and capital appreciation, but not for active traders due to its focus on long-term dividend income.
Summary
The WisdomTree Europe SmallCap Dividend Fund (DFE) provides exposure to dividend-paying European small-cap companies, using a fundamentally weighted index. It is suitable for investors seeking income and diversification in the European market. While it offers a unique dividend-focused approach, investors should consider its expense ratio and the risks associated with international investing. The fund's performance is closely tied to the economic health and dividend policies of European small-cap companies.
Similar Companies
- SCZ
- EFAS
- EES
- EWGS
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Europe SmallCap Dividend Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a fundamentally weighted index that is comprised of the small-capitalization segment of the European dividend-paying market. The fund is non-diversified.
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