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Upturn AI SWOT - About
WisdomTree International SmallCap Dividend Fund (DLS)
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Upturn Advisory Summary
08/14/2025: DLS (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 -3.65% | Avg. Invested days 44 | 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 0.98 | 52 Weeks Range 57.87 - 74.89 | Updated Date 06/29/2025 |
52 Weeks Range 57.87 - 74.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree International SmallCap Dividend Fund
ETF Overview
Overview
The WisdomTree International SmallCap Dividend Fund (DLS) seeks to track the investment results of dividend-paying small-cap companies in the developed world, excluding the U.S. The fund provides exposure to international small-cap stocks with a focus on dividend income.
Reputation and Reliability
WisdomTree is a well-known ETF provider recognized for its dividend-focused and fundamentally weighted strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing dividend-oriented and international equity strategies.
Investment Objective
Goal
To track the investment results of dividend-paying small-cap companies in the developed world, excluding the U.S.
Investment Approach and Strategy
Strategy: The fund employs a dividend-weighting strategy, giving greater weight to companies with higher dividend yields. It does not track a market-cap weighted index but is fundamentally weighted.
Composition The ETF primarily holds stocks of small-cap companies located in developed international markets (excluding the US) that pay dividends. Sector allocation varies based on dividend weighting.
Market Position
Market Share: DLS holds a significant portion of the market share within the international small-cap dividend ETF category.
Total Net Assets (AUM): 1220000000
Competitors
Key Competitors
- SPDR S&P International Small Cap ETF (GWX)
- Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)
- iShares MSCI EAFE Small-Cap ETF (SCZ)
Competitive Landscape
The international small-cap ETF market is competitive. DLS differentiates itself through its dividend weighting, potentially offering higher income compared to market-cap weighted ETFs. However, its dividend focus may lead to underperformance during periods of high growth, with some competitors having lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is needed to review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Benchmark comparison is needed to gauge effectiveness of ETF's performance.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume of DLS provides sufficient liquidity for most investors, though it is less liquid than broader market ETFs.
Bid-Ask Spread
The bid-ask spread for DLS is generally reasonable, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, currency fluctuations, and changes in dividend policies of constituent companies significantly impact DLS.
Growth Trajectory
Growth of DLS is dependent on the performance of international small-cap equities and the attractiveness of its dividend-focused strategy. Changes to the weighting methodology or expense ratio could affect its future trajectory.
Moat and Competitive Advantages
Competitive Edge
DLS offers a focused approach to international small-cap investing by emphasizing dividend-paying companies. Its dividend-weighting methodology can potentially enhance income generation. WisdomTree's expertise in fundamentally weighted ETFs provides credibility. However, this strategy may lead to sector biases and underperformance in rapidly growing markets.
Risk Analysis
Volatility
DLS is subject to market volatility, especially given its small-cap focus. International equities also carry currency risk.
Market Risk
Market risk is inherent in DLSu2019s underlying assets, with small-cap stocks being more sensitive to economic fluctuations and company-specific risks.
Investor Profile
Ideal Investor Profile
DLS is suited for investors seeking income from international equities and diversification through small-cap stocks. It is appropriate for those who believe in dividend-focused strategies and are comfortable with international investing risks.
Market Risk
DLS is best for long-term investors seeking dividend income and diversification, rather than active traders seeking quick profits.
Summary
The WisdomTree International SmallCap Dividend Fund (DLS) offers exposure to dividend-paying small-cap companies in developed international markets, excluding the US. Its dividend-weighting strategy can provide potentially higher income, but it may lead to sector biases and increased risk. The fund suits long-term investors seeking diversification and income through international equities, with its AUM standing at $1.22 billion. The key risk involves its market volatility and exposure to market risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is 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 International 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 comprised of the small-capitalization segment of the dividend-paying market in the industrialized world outside the U.S. and Canada. The fund is non-diversified.
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