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Upturn AI SWOT - About
WisdomTree Japan SmallCap Dividend Fund (DFJ)
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Upturn Advisory Summary
10/24/2025: DFJ (1-star) is currently NOT-A-BUY. Pass it for now.
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 -8.3% | Avg. Invested days 47 | Today’s Advisory PASS |
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 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 pay dividends, providing exposure to the Japanese small-cap market. The fund weights companies by their dividend stream.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a reputation for innovative indexing strategies, particularly those focused on dividends and fundamental weighting.
Management Expertise
WisdomTree has a dedicated investment team with expertise in index construction and ETF management. They specialize in dividend-focused and fundamentally weighted strategies.
Investment Objective
Goal
The fund's goal is to track the investment results, before fees and expenses, of dividend-paying small-cap companies in Japan.
Investment Approach and Strategy
Strategy: The ETF aims to track the WisdomTree Japan SmallCap Dividend Index, which fundamentally weights companies by dividends paid.
Composition The ETF primarily holds stocks of small-cap Japanese companies that pay dividends. It does not hold bonds or commodities.
Market Position
Market Share: DFJ's market share within the Japan small-cap dividend ETF category is substantial, though precise figures fluctuate.
Total Net Assets (AUM): 74661000
Competitors
Key Competitors
- iShares MSCI Japan Small-Cap ETF (SCJ)
- First Trust Japan AlphaDEX Fund (FJP)
Competitive Landscape
The competitive landscape involves ETFs targeting Japanese small-cap equities. DFJ's dividend-weighting strategy differentiates it, potentially offering higher dividend yields but also differing sector exposures compared to market-cap weighted competitors. It offers focused exposure but can be more volatile.
Financial Performance
Historical Performance: Historical performance data (return rates) require real-time data updates to remain current and accurate. Please consult official financial data resources.
Benchmark Comparison: Benchmark comparison (against the WisdomTree Japan SmallCap Dividend Index) requires real-time data updates. Please consult official financial data resources.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume indicates reasonable liquidity, making it relatively easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in Japan, small-cap sector growth, interest rate policies, and global market sentiment affect DFJ.
Growth Trajectory
The growth trajectory depends on Japanese economic growth, dividend policies of small-cap companies, and investor demand for dividend-focused strategies. The ETF's holdings and weighting methodology remain consistent.
Moat and Competitive Advantages
Competitive Edge
DFJ's competitive advantage lies in its dividend-weighting methodology, focusing on Japanese small-cap companies with strong dividend yields. This differentiates it from market-cap weighted ETFs. It provides targeted exposure for investors seeking income from Japanese small caps. The unique weighting approach can also potentially lead to outperformance during certain market cycles.
Risk Analysis
Volatility
DFJ's historical volatility is typical of small-cap ETFs, potentially higher than broad market indexes due to the size and sector concentration of its holdings.
Market Risk
Specific risks include currency risk (JPY/USD exchange rate), Japanese economic conditions, and the performance of the Japanese small-cap market. Sector concentration also presents risk if particular industries underperform.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to Japanese small-cap equities with a focus on dividend income and is comfortable with the associated volatility.
Market Risk
It is more suitable for long-term investors who understand the risks associated with international small-cap investing and dividend-focused strategies.
Summary
The WisdomTree Japan SmallCap Dividend Fund offers targeted exposure to dividend-paying Japanese small-cap companies. Its dividend-weighting strategy distinguishes it from market-cap weighted competitors. The fund is suitable for long-term investors seeking income and diversification within the Japanese market, but it comes with the risks associated with small-cap investing and currency fluctuations. Investors should be aware of the potential volatility and sector concentration risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.