Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
WisdomTree Europe SmallCap Dividend Fund (DFE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit -1.59% | Avg. Invested days 52 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 52.82 - 70.04 | Updated Date 06/29/2025 |
52 Weeks Range 52.82 - 70.04 | Updated Date 06/29/2025 |
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 market while focusing on dividend income.
Reputation and Reliability
WisdomTree is a reputable ETF issuer known for its dividend-weighted and fundamentally weighted ETFs. It has a solid track record and is considered a reliable provider.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in dividend investing and ETF management.
Investment Objective
Goal
The fund's goal is to track the investment results of dividend-paying small-cap companies in Europe.
Investment Approach and Strategy
Strategy: The fund tracks a dividend-weighted index, the WisdomTree Europe SmallCap Dividend Index.
Composition The fund primarily holds stocks of small-cap companies located in Europe that pay dividends.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 406479830
Competitors
Key Competitors
- SCZ
- SMEZ
- EUSC
Competitive Landscape
The competitive landscape includes other ETFs focusing on European small-cap stocks. DFE's advantage lies in its dividend-weighted approach, potentially providing a higher dividend yield. However, competitors might offer broader market exposure or lower expense ratios. Data on exact market share is not available.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites but is not included here.
Benchmark Comparison: Performance should be compared to the WisdomTree Europe SmallCap Dividend Index.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume of DFE indicates moderate liquidity, allowing investors to buy and sell shares relatively easily.
Bid-Ask Spread
The bid-ask spread for DFE is generally tight, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Europe, interest rates, currency fluctuations, and geopolitical events can influence DFE's performance. Sector growth prospects within the European small-cap market also play a significant role.
Growth Trajectory
The growth trajectory of DFE depends on the performance of European small-cap companies and the dividend yields they offer. Changes to the index methodology or holdings can impact its future performance.
Moat and Competitive Advantages
Competitive Edge
DFE's competitive advantage lies in its dividend-weighted methodology, which may appeal to income-seeking investors. The fund's focus on small-cap companies provides exposure to a different segment of the European market compared to broader European ETFs. WisdomTree's experience in dividend-focused investing adds to the fund's credibility. This unique approach potentially offers a higher dividend yield than competitors, although this may vary over time. Investors seeking European small-cap dividend exposure may find this a compelling option.
Risk Analysis
Volatility
DFE's historical volatility can be assessed by examining its beta and standard deviation relative to its benchmark.
Market Risk
The underlying assets are subject to market risk, including fluctuations in stock prices and currency exchange rates. Small-cap companies tend to be more volatile than larger companies. Exposure to European markets carries geopolitical and economic risks specific to the region.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to European small-cap stocks and dividend income.
Market Risk
DFE is suitable for long-term investors seeking diversification and income from European small-cap equities. It is less suitable for active traders due to the fund's specific investment focus.
Summary
The WisdomTree Europe SmallCap Dividend Fund (DFE) provides exposure to dividend-paying small-cap companies in Europe, appealing to income-seeking investors. Its dividend-weighted strategy differentiates it from competitors with broader market exposure. Investors should consider the risks associated with small-cap stocks and European markets. The fund is best suited for long-term investors looking for diversification and income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data was unavailable at the time of this analysis.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.