Wisdomtree Japan Smallcap Etf Profile

DFJ Etf  USD 78.09  0.53  0.68%   

Performance

8 of 100

 
Low
 
High
OK

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
WisdomTree Japan is selling for 78.09 as of the 28th of March 2024. This is a 0.68 percent increase since the beginning of the trading day. The etf's last reported lowest price was 77.81. WisdomTree Japan has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for WisdomTree Japan SmallCap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2023 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree Japan SmallCap

Moving together with WisdomTree Etf

  0.83EWJ IShares MSCI JapanPairCorr
  0.84BBJP JPMorgan BetaBuildersPairCorr
  0.8DXJ WisdomTree Japan HedgedPairCorr
  0.85FLJP Franklin FTSE JapanPairCorr
  0.79HEWJ IShares Currency HedgedPairCorr
  0.77DBJP Xtrackers MSCI JapanPairCorr

WisdomTree Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. WisdomTree Japan's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding WisdomTree Japan or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Old Names[WisdomTree Issuer ICAV - WisdomTree Japan SmallCap Dividend UCITS ETF, CONQUEST RESOURCES, Conquest Resources Limited, WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund]
Business ConcentrationSize And Style ETFs, Small Cap ETFs, Japan Stock, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2006-06-16
BenchmarkWisdomTree Japan SmallCap Dividend Index
Entity TypeRegulated Investment Company
Asset Under Management247.46 Million
Average Trading Valume76,803.8
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionAsia-Pacific
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerKaren Q. Wong, Richard A. Brown, Thomas J. Durante
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents738
Market MakerJane Street
Total Expense0.58
Management Fee0.58
Country NameUSA
Returns Y T D4.37
NameWisdomTree Japan SmallCap Dividend Fund
Currency CodeUSD
Open FigiBBG000BT2803
In Threey Volatility13.64
1y Volatility11.24
200 Day M A71.0037
50 Day M A75.5174
CodeDFJ
Updated At27th of March 2024
Currency NameUS Dollar
WisdomTree Japan SmallCap [DFJ] is traded in USA and was established 2006-06-16. The fund is classified under Japan Stock category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree Japan SmallCap currently have 147.81 M in assets under management (AUM). , while the total return for the last 3 years was 2.0%.
Check WisdomTree Japan Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Japan SmallCap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

WisdomTree Japan SmallCap Currency Exposure

WisdomTree Japan SmallCap holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Japan will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Japan SmallCap.

Top WisdomTree Japan SmallCap Etf Constituents

DXJWisdomTree Japan HedgedEtfJapan Stock
HACBFThe Hachijuni BankOTC StockBanks—Regional
ITTOFITOCHU Techno SolutionsPink SheetInformation Technology Services
MBGCFMitsubishi Gas ChemicalPink SheetSpecialty Chemicals
SBHGFSBI HoldingsPink SheetAsset Management
SHWDFShowa Denko KKPink SheetChemicals
SKXJFSankyo CoPink SheetGambling
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WisdomTree Japan Target Price Odds Analysis

Based on a normal probability distribution, the odds of WisdomTree Japan jumping above the current price in 90 days from now is roughly 2.08%. The WisdomTree Japan SmallCap probability density function shows the probability of WisdomTree Japan etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon WisdomTree Japan has a beta of 0.6175 suggesting as returns on the market go up, WisdomTree Japan average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree Japan SmallCap will be expected to be much smaller as well. Additionally, wisdomTree Japan SmallCap has an alpha of 0.0358, implying that it can generate a 0.0358 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 78.09HorizonTargetOdds Above 78.09
97.85%90 days
 78.09 
2.08%
Based on a normal probability distribution, the odds of WisdomTree Japan to move above the current price in 90 days from now is roughly 2.08 (This WisdomTree Japan SmallCap probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .

WisdomTree Japan Top Holders

DLSWisdomTree International SmallCapEtfForeign Small/Mid Value
NAVAXNavigator Equity HedgedMutual FundLong-Short Equity
NAVCXNavigator Equity HedgedMutual FundLong-Short Equity
NAVIXNavigator Equity HedgedMutual FundLong-Short Equity
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WisdomTree Japan SmallCap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. WisdomTree Japan market risk premium is the additional return an investor will receive from holding WisdomTree Japan long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Japan. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although WisdomTree Japan's alpha and beta are two of the key measurements used to evaluate WisdomTree Japan's performance over the market, the standard measures of volatility play an important role as well.

WisdomTree Japan Against Markets

Picking the right benchmark for WisdomTree Japan etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in WisdomTree Japan etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for WisdomTree Japan is critical whether you are bullish or bearish towards WisdomTree Japan SmallCap at a given time. Please also check how WisdomTree Japan's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in WisdomTree Japan without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy WisdomTree Etf?

Before investing in WisdomTree Japan, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in WisdomTree Japan. To buy WisdomTree Japan etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of WisdomTree Japan. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase WisdomTree Japan etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located WisdomTree Japan SmallCap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased WisdomTree Japan SmallCap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as WisdomTree Japan SmallCap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy WisdomTree Etf please use our How to Invest in WisdomTree Japan guide.

Already Invested in WisdomTree Japan SmallCap?

The danger of trading WisdomTree Japan SmallCap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of WisdomTree Japan is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than WisdomTree Japan. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile WisdomTree Japan SmallCap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether WisdomTree Japan SmallCap is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if WisdomTree Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Wisdomtree Japan Smallcap Etf. Highlighted below are key reports to facilitate an investment decision about Wisdomtree Japan Smallcap Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Japan SmallCap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the WisdomTree Japan SmallCap information on this page should be used as a complementary analysis to other WisdomTree Japan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

Complementary Tools for WisdomTree Etf analysis

When running WisdomTree Japan's price analysis, check to measure WisdomTree Japan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WisdomTree Japan is operating at the current time. Most of WisdomTree Japan's value examination focuses on studying past and present price action to predict the probability of WisdomTree Japan's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WisdomTree Japan's price. Additionally, you may evaluate how the addition of WisdomTree Japan to your portfolios can decrease your overall portfolio volatility.
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The market value of WisdomTree Japan SmallCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Japan's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Japan's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Japan's market value can be influenced by many factors that don't directly affect WisdomTree Japan's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Japan's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Japan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Japan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.