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WisdomTree Japan SmallCap Dividend Fund (DFJ)
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Upturn Advisory Summary
12/10/2025: 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 -6.61% | 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 12/10/2025 |
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, providing exposure to a segment often overlooked by broader market ETFs.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its dividend-focused and fundamentally weighted strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in ETF management and quantitative strategies.
Investment Objective
Goal
The Fund seeks to track the investment results of dividend-paying small-cap companies in Japan.
Investment Approach and Strategy
Strategy: The Fund employs a replication strategy, investing in a portfolio of stocks that replicates the composition and weighting of the index.
Composition The Fund primarily holds stocks of Japanese small-cap companies that pay dividends.
Market Position
Market Share: DFJ holds a notable share within the Japan small-cap dividend ETF segment.
Total Net Assets (AUM): 582800000
Competitors
Key Competitors
- iShares MSCI Japan Small-Cap ETF (SCJ)
- First Trust Japan AlphaDEX Fund (FJP)
Competitive Landscape
The Japanese small-cap dividend ETF market is relatively concentrated, with DFJ holding a significant portion of the assets. DFJ's advantage lies in its dividend-focused approach, while competitors may offer broader market exposure or alternative weighting schemes. Competitors can also have a lower cost for investors.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Reviewing DFJ's historical returns can show performance over different timeframes.
Benchmark Comparison: Comparing DFJ's performance against its benchmark index can show how well it replicates its index.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
DFJ's average trading volume is moderate, suggesting sufficient liquidity for most investors.
Bid-Ask Spread
DFJ's bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic conditions in Japan, interest rates, and dividend policies of Japanese companies can affect DFJ.
Growth Trajectory
DFJ's growth trajectory is tied to the performance of the Japanese small-cap market and the attractiveness of dividend-paying stocks. There have not been any recent changes to its strategy.
Moat and Competitive Advantages
Competitive Edge
DFJ's competitive edge lies in its focused approach on small-cap dividend-paying companies in Japan, offering investors targeted exposure. WisdomTree's established brand and expertise in dividend investing contribute to its appeal. The fund's relatively high dividend yield compared to some competitors can also be attractive to income-seeking investors. Its dividend focus distinguishes it within the broader Japan small-cap ETF landscape, attracting investors seeking income and value.
Risk Analysis
Volatility
DFJ's historical volatility will be influenced by the volatility of the Japanese small-cap market and currency fluctuations.
Market Risk
DFJ is subject to market risk associated with investing in equities, particularly small-cap stocks, and currency risk due to its exposure to the Japanese Yen.
Investor Profile
Ideal Investor Profile
DFJ is suitable for investors seeking exposure to Japanese small-cap equities with a focus on dividend income. The ideal investor would likely be looking for international diversification and be comfortable with the risks associated with small-cap investing.
Market Risk
DFJ is suitable for long-term investors seeking diversification and income, but may also appeal to active traders who seek to capitalize on short-term market movements in the Japanese small-cap market.
Summary
The WisdomTree Japan SmallCap Dividend Fund (DFJ) offers targeted exposure to dividend-paying small-cap companies in Japan. Its focus on dividends makes it attractive to income-seeking investors, while its small-cap exposure offers potential for growth. However, investors should be aware of the risks associated with small-cap investing and currency fluctuations. WisdomTree's reputable brand and experience in dividend investing contribute to the fund's appeal. DFJ provides a valuable tool for diversifying portfolios with a specific focus on Japanese equities and dividend income.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree
- iShares
- First Trust
- Morningstar
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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.
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.