Wisdomtree Europe Smallcap Etf Profile

DFE Etf  USD 57.64  0.74  1.30%   

Performance

0 of 100

 
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Strong
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Odds Of Distress

Less than 9

 
High
 
Low
Low
WisdomTree Europe is trading at 57.64 as of the 28th of November 2024, a 1.30 percent increase since the beginning of the trading day. The etf's lowest day price was 57.3. WisdomTree Europe has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for WisdomTree Europe SmallCap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Europe SmallCap

Moving together with WisdomTree Etf

  0.98VGK Vanguard FTSE EuropePairCorr
  0.96EZU iShares MSCI EurozonePairCorr
  0.98BBEU JPMorgan BetaBuildersPairCorr
  0.98IEUR iShares Core MSCIPairCorr
  0.95FEZ SPDR EURO STOXXPairCorr
  0.98IEV iShares Europe ETFPairCorr

Moving against WisdomTree Etf

  0.85YCS ProShares UltraShort YenPairCorr
  0.83ATMP Barclays ETN Select Low VolatilityPairCorr
  0.8TBT ProShares UltraShortPairCorr
  0.74SGG Barclays CapitalPairCorr
  0.66AMZA InfraCap MLP ETFPairCorr
  0.6DIG ProShares Ultra OilPairCorr

WisdomTree Etf Highlights

Thematic Ideas
(View all Themes)
Old Names[Desjardins Emerging Markets Multifactor-Controlled Volatility ETF, WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund]
Business ConcentrationSmall Cap ETFs, Size And Style ETFs, Europe Stock, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2006-06-16
BenchmarkWisdomTree Europe SmallCap Dividend Index
Entity TypeRegulated Investment Company
Asset Under Management151.21 Million
Average Trading Valume11,211.6
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionEurope
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Market MakerJane Street
Total Expense0.58
Management Fee0.58
Country NameUSA
Returns Y T D(1.44)
NameWisdomTree Europe SmallCap Dividend Fund
Currency CodeUSD
Open FigiBBG000BT0PS7
In Threey Volatility21.47
1y Volatility18.78
200 Day M A60.672
50 Day M A60.4066
CodeDFE
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.22)
WisdomTree Europe SmallCap [DFE] is traded in USA and was established 2006-06-16. The fund is classified under Europe Stock category within WisdomTree family. The entity is thematically classified as Small Cap ETFs. WisdomTree Europe currently have 173.69 M in assets under management (AUM). , while the total return for the last 3 years was -2.1%.
Check WisdomTree Europe Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Europe SmallCap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top WisdomTree Europe SmallCap Etf Constituents

GMHLFGAM Holding AGPink SheetAsset Management
SONSonoco ProductsStockMaterials
DIMWisdomTree International MidCapEtfForeign Small/Mid Value
BESIYBE Semiconductor IndustriesPink SheetInformation Technology
EPREPR PropertiesStockReal Estate
GAMGeneral American InvestorsStockFinancials
STGSunlands Technology GroupStockConsumer Discretionary
TGSTransportadora de GasStockEnergy
More Details

WisdomTree Europe Top Holders

WisdomTree Europe Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Europe. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Europe Against Markets

When determining whether WisdomTree Europe is a strong investment it is important to analyze WisdomTree Europe's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Europe's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Europe SmallCap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of WisdomTree Europe is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Europe's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Europe's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Europe's market value can be influenced by many factors that don't directly affect WisdomTree Europe's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Europe's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Europe is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Europe's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.