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Upturn AI SWOT - About
WisdomTree Japan SmallCap Dividend Fund (DFJ)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -15.24% | Avg. Invested days 39 | 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 06/30/2025 |
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 that have the potential to generate income. The fund emphasizes dividend yield and value, targeting the small-cap segment of the Japanese equity market.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a solid reputation for innovation and specialized investment strategies, particularly in dividend-focused and international ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing international and dividend-focused equity portfolios.
Investment Objective
Goal
To track the investment results of dividend-paying small-cap companies in Japan.
Investment Approach and Strategy
Strategy: DFJ tracks an index of dividend-paying small-cap companies in Japan, weighting them by dividend yield.
Composition The ETF primarily holds stocks of Japanese small-cap companies that pay dividends.
Market Position
Market Share: DFJ has a moderate market share within the Japan small-cap ETF segment.
Total Net Assets (AUM): 518878520
Competitors
Key Competitors
- iShares MSCI Japan Small-Cap ETF (SCJ)
- JPMorgan BetaBuilders Japan ETF (BBJP)
- First Trust Japan AlphaDEX Fund (FJP)
Competitive Landscape
The Japanese small-cap ETF market is moderately competitive. DFJ's dividend-focused strategy differentiates it from broad market ETFs like SCJ and BBJP, potentially attracting income-seeking investors. However, DFJ may underperform during periods of high growth in non-dividend-paying small-cap stocks.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund resources or financial data providers to ensure accuracy.
Benchmark Comparison: Performance should be compared against a relevant benchmark, like the Russell Nomura Small Cap Index, to assess relative performance.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
DFJ generally has moderate average trading volume, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically competitive, reflecting sufficient market interest in the ETF.
Market Dynamics
Market Environment Factors
Economic conditions in Japan, global market sentiment, and currency fluctuations can all impact DFJ's performance.
Growth Trajectory
Growth depends on the performance of Japanese small-cap dividend-paying stocks, influenced by economic growth and dividend policies.
Moat and Competitive Advantages
Competitive Edge
DFJ's focus on dividend-paying small-cap companies in Japan provides a unique investment proposition. The fund targets investors seeking income from a specific market segment, offering diversification benefits. WisdomTree's expertise in dividend-weighted strategies further strengthens its position. The fund's transparent methodology and low cost contribute to its appeal.
Risk Analysis
Volatility
Volatility is influenced by the inherent volatility of small-cap stocks and currency fluctuations.
Market Risk
Specific risks include currency risk (JPY/USD exchange rate), Japanese economic conditions, and small-cap market volatility.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income from international equities, specifically Japanese small-cap stocks, and is comfortable with the associated risks.
Market Risk
DFJ is suitable for long-term investors seeking income and diversification, but may not be ideal for short-term traders due to potential volatility.
Summary
The WisdomTree Japan SmallCap Dividend Fund (DFJ) offers exposure to dividend-paying small-cap companies in Japan. It is designed for investors seeking income and diversification within the Japanese equity market. The fund's performance is subject to Japanese economic conditions, currency fluctuations, and small-cap market volatility. WisdomTree's dividend-weighted strategy and moderate expense ratio contribute to its appeal for long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This information is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your individual circumstances and consultation with a financial advisor. Market data and performance figures 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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