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Upturn AI SWOT - About
WisdomTree Europe SmallCap Dividend Fund (DFE)
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Upturn Advisory Summary
10/24/2025: 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 -0.8% | Avg. Invested days 60 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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. The fund invests in dividend-paying companies with the goal of providing income and capital appreciation.
Reputation and Reliability
WisdomTree is a well-known ETF provider recognized for its dividend-weighted and fundamentally weighted ETFs. They are considered reliable and innovative.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in ETF management and dividend investing.
Investment Objective
Goal
To track the investment results of dividend-paying small-cap companies in Europe.
Investment Approach and Strategy
Strategy: The fund tracks an index of dividend-paying small-cap companies in Europe, screening for profitability and dividend yield.
Composition The fund primarily holds stocks of European small-cap companies that pay dividends. It may also hold cash or other short-term instruments.
Market Position
Market Share: The fund's market share within the European small-cap dividend ETF category is moderate but substantial.
Total Net Assets (AUM): 71840000
Competitors
Key Competitors
- SPDR EURO STOXX Small Cap ETF (SMEE)
- iShares MSCI EMU Small-Cap ETF (IESM)
Competitive Landscape
The European small-cap ETF landscape is moderately competitive. DFE's dividend focus provides a distinct advantage for income-seeking investors. Competitors may offer broader market exposure or different weighting methodologies. DFE offers a targeted approach for those seeking dividend income from European small caps.
Financial Performance
Historical Performance: Past performance does not guarantee future results.
Benchmark Comparison: The fund's performance should be compared to its benchmark index to assess tracking error and outperformance.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, reflecting its popularity among investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating good liquidity for trading.
Market Dynamics
Market Environment Factors
Economic growth in Europe, interest rate policies, and currency fluctuations can influence the fund's performance.
Growth Trajectory
The fund's growth is tied to the performance of European small-cap stocks and investor demand for dividend income.
Moat and Competitive Advantages
Competitive Edge
DFE benefits from WisdomTree's expertise in dividend-focused investing and its established brand reputation. The fund's emphasis on dividend-paying small-cap companies provides a niche market focus for income-seeking investors. DFE also uses a fundamentally weighted index, which can potentially lead to outperformance compared to market-cap weighted indexes. This strategy sets it apart within the ETF market.
Risk Analysis
Volatility
Small-cap stocks tend to be more volatile than large-cap stocks, so investors should expect higher volatility.
Market Risk
The fund is subject to market risk, which is the risk that the overall market declines and negatively impacts the fund's value.
Investor Profile
Ideal Investor Profile
The fund is suitable for investors seeking income and capital appreciation from European small-cap stocks.
Market Risk
The fund is suitable for long-term investors who are comfortable with the risks associated with small-cap investing.
Summary
The WisdomTree Europe SmallCap Dividend Fund offers targeted exposure to dividend-paying small-cap companies in Europe. It appeals to income-seeking investors but exposes them to small-cap volatility. WisdomTree's expertise and dividend-focused strategy can provide a competitive edge. Investors should be aware of the fund's expense ratio and the market risks involved in European small-cap investing. Therefore, it can be a valuable addition to diversified portfolios but needs careful monitoring.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made based on your individual circumstances and risk tolerance.
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.