DES ETF Analysis: U.S. SmallCap Dividend Fund | NYSE
Small Value | NYSE, USA | Market Cap: 2.202m USD | 12M Return: 28.1% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 4.84M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The WisdomTree U.S. SmallCap Dividend Fund (DES) is an exchange-traded fund that seeks to track a fundamentally weighted index of dividend-paying U.S. small-capitalization stocks. Under normal conditions, at least 95% of the funds total assets (excluding collateral from securities lending) must be invested in securities included in the underlying index or instruments with substantially identical economic characteristics. The fund operates as a non-diversified fund, meaning it may concentrate its holdings in a smaller number of issuers compared to diversified funds.
ETFs like DES trade on exchanges and pool investor capital to passively replicate the performance of a specified benchmark. A fundamentally weighted index differs from a traditional market-cap-weighted index by assigning weights based on company fundamentals (such as dividends or earnings) rather than share price, which typically results in larger allocations to companies with stronger cash distributions relative to their market value.
- Small-cap dividend stocks outperform amid Fed rate cuts
- Energy and financial sector weightings drive fund performance
- Value rotation lifts small-cap dividend payers over growth
As of July 28, 2026, the stock is trading at USD 40.84 with a total of 96,601 shares traded. Over the past week, the price has changed by +0.37%, over one month by +0.54%, over three months by +6.34% and over the past year by +28.08%.
Current recommended Stop Loss: 40.20 (which is 1.6% or 1.2 ATR below the current price).
U.S. SmallCap Dividend Fund has no consensus analysts rating.