We have qualitatively reviewed this strategy and reaffirmed its Above Average Process and Average People ratings. The following text is from April 25, 2023.
WisdomTree US SmallCap Dividend ETF DES
Morningstar’s Analysis DES
Will DES outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Organon & Co Ordinary Shares | 1.52 | 29.4 Mil | Healthcare |
CVR Energy Inc | 0.85 | 16.5 Mil | Energy |
TFS Financial Corp | 0.84 | 16.2 Mil | Financial Services |
ALLETE Inc | 0.78 | 15.2 Mil | Utilities |
Kohl's Corp | 0.75 | 14.5 Mil | Consumer Cyclical |
EPR Properties | 0.74 | 14.4 Mil | Real Estate |
Archrock Inc | 0.69 | 13.3 Mil | Energy |
Broadstone Net Lease Inc Ordinary Shares | 0.61 | 11.8 Mil | Real Estate |
National Storage Affiliates Trust | 0.61 | 11.8 Mil | Real Estate |
Viper Energy Inc Ordinary Shares - Class A | 0.61 | 11.7 Mil | Energy |