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Upturn AI SWOT - About
WisdomTree Japan SmallCap Dividend Fund (DFJ)
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Upturn Advisory Summary
08/14/2025: DFJ (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 -9.26% | Avg. Invested days 43 | 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 0.66 | 52 Weeks Range 67.08 - 86.10 | Updated Date 06/29/2025 |
52 Weeks Range 67.08 - 86.10 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Japan SmallCap Dividend Fund
ETF Overview
Overview
The WisdomTree Japan SmallCap Dividend Fund (DFJ) seeks to track the investment results of dividend-paying small-cap companies in Japan. It focuses on companies with positive cumulative profits and pays dividends.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a good reputation for innovative investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in global dividend-focused strategies.
Investment Objective
Goal
The fund aims to provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan SmallCap Dividend Index.
Investment Approach and Strategy
Strategy: The fund uses a dividend-weighted strategy, selecting and weighting companies based on the cash dividends they pay.
Composition The fund primarily holds stocks of small-cap companies located in Japan.
Market Position
Market Share: DFJu2019s market share within the Japan small-cap ETF space is substantial but depends on the exact sub-segment considered.
Total Net Assets (AUM): 575400000
Competitors
Key Competitors
- EWSC
- DXJS
Competitive Landscape
The Japanese small-cap ETF market is moderately competitive. DFJu2019s dividend-focused strategy is a differentiator, potentially attracting income-seeking investors. However, competitors like EWSC, with broader market exposure, might appeal to investors seeking overall market returns, offering potentially different risk/return profiles. DXJS applies quality and growth screening.
Financial Performance
Historical Performance: Historical performance varies depending on the timeframe. Refer to fund factsheet for performance data.
Benchmark Comparison: The fundu2019s performance should be compared to the WisdomTree Japan SmallCap Dividend Index. It aims to track closely.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume is moderate, usually adequate for typical investor needs, but may widen during periods of volatility or lower trading volume days.
Bid-Ask Spread
The bid-ask spread is generally reasonable but can widen during periods of market volatility or lower trading activity.
Market Dynamics
Market Environment Factors
Economic conditions in Japan, dividend policies of Japanese companies, and global market sentiment all impact DFJ's performance.
Growth Trajectory
The fund's growth is linked to the performance of Japanese small-cap dividend-paying stocks, with potential fluctuations based on market cycles and investment strategy adjustments.
Moat and Competitive Advantages
Competitive Edge
DFJ's competitive edge lies in its dividend-focused approach within the Japanese small-cap market. This allows investors to access a segment of the market that prioritizes income generation. Its dividend-weighting methodology may lead to a different risk/return profile compared to market-cap weighted funds. WisdomTreeu2019s established reputation and expertise in dividend strategies provide additional value.
Risk Analysis
Volatility
The fund's volatility reflects that of Japanese small-cap stocks, which may be higher than large-cap stocks or broader market indices.
Market Risk
The fund is exposed to market risk, currency risk (as the underlying assets are priced in Japanese Yen), and risks specific to the Japanese economy.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to Japanese small-cap stocks with a focus on dividend income. They are comfortable with the risks associated with international investing and small-cap stocks.
Market Risk
The fund is suitable for long-term investors seeking dividend income and diversification within their portfolio. It may not be suitable for highly risk-averse investors.
Summary
The WisdomTree Japan SmallCap Dividend Fund (DFJ) offers investors access to dividend-paying small-cap companies in Japan. It utilizes a dividend-weighted methodology, potentially offering a different risk/return profile compared to market-cap weighted funds. The fund is suitable for investors seeking income and diversification, but it's essential to consider the risks associated with small-cap and international investing. Its performance is influenced by the Japanese economy and the dividend policies of its constituent companies. WisdomTree's reputation adds to the fund's appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions. Market data and fund information are subject to change.
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 Japan 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 dividend-paying small capitalization companies in Japan. The fund is non-diversified.
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