Wisdomtree Europe Smallcap Etf Profile
| DFE Etf | USD 57.30 0.43 0.74% |
Performance0 of 100
| Odds Of DistressLess than 9
|
WisdomTree Europe is trading at 57.30 as of the 21st of November 2024, a 0.74 percent decrease since the beginning of the trading day. The etf's lowest day price was 57.09. WisdomTree Europe has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for WisdomTree Europe SmallCap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of August 2024 and ending today, the 21st of November 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 Europe SmallCap
Moving together with WisdomTree Etf
| 0.97 | VGK | Vanguard FTSE Europe | PairCorr |
| 0.94 | EZU | iShares MSCI Eurozone | PairCorr |
| 0.97 | BBEU | JPMorgan BetaBuilders | PairCorr |
| 0.98 | IEUR | iShares Core MSCI | PairCorr |
| 0.77 | FEZ | SPDR EURO STOXX | PairCorr |
| 0.97 | IEV | iShares Europe ETF | PairCorr |
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [Desjardins Emerging Markets Multifactor-Controlled Volatility ETF, WisdomTree Trust - WisdomTree Europe SmallCap Dividend Fund] |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Europe Stock, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2006-06-16 |
| Benchmark | WisdomTree Europe SmallCap Dividend Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 151.58 Million |
| Average Trading Valume | 9,209.4 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | Europe |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 399 |
| Market Maker | Jane Street |
| Total Expense | 0.58 |
| Management Fee | 0.58 |
| Country Name | USA |
| Returns Y T D | (0.73) |
| Name | WisdomTree Europe SmallCap Dividend Fund |
| Currency Code | USD |
| Open Figi | BBG000BT0PS7 |
| In Threey Volatility | 21.47 |
| 1y Volatility | 18.78 |
| 200 Day M A | 60.6752 |
| 50 Day M A | 60.7054 |
| Code | DFE |
| Updated At | 21st of November 2024 |
| Currency Name | US Dollar |
WisdomTree Europe SmallCap [DFE] is traded in USA and was established 2006-06-16. The fund is classified under Europe Stock category within WisdomTree family. The entity is thematically classified as Small Cap ETFs. WisdomTree Europe currently have 173.69 M in assets under management (AUM). , while the total return for the last 3 years was -3.2%.
Check WisdomTree Europe Probability Of Bankruptcy
Geographic Allocation (%)
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 Europe 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 Europe Currency Exposure
WisdomTree Europe 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 Europe 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 Europe SmallCap.
Top WisdomTree Europe SmallCap Etf Constituents
| GMHLF | GAM Holding AG | Pink Sheet | Asset Management | |
| SON | Sonoco Products | Stock | Materials | |
| DIM | WisdomTree International MidCap | Etf | Foreign Small/Mid Value | |
| BESIY | BE Semiconductor Industries | Pink Sheet | Information Technology | |
| EPR | EPR Properties | Stock | Real Estate | |
| GAM | General American Investors | Stock | Financials | |
| STG | Sunlands Technology Group | Stock | Consumer Discretionary | |
| TGS | Transportadora de Gas | Stock | Energy |
WisdomTree Europe Top Holders
| DLS | WisdomTree International SmallCap | Etf | Foreign Small/Mid Value |
WisdomTree Europe Risk Profiles
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 Europe. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.24) | |||
| Treynor Ratio | (0.21) |
WisdomTree Europe Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Europe SmallCap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of WisdomTree Europe 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 Europe's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Europe'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 Europe's market value can be influenced by many factors that don't directly affect WisdomTree Europe'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 Europe's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Europe is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Europe'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.