CleaRank Financial AI • AI-powered analysis using real-time market data from TwelveData
Analysis reviewed by Shaun David, Co-Founder. Data refreshed daily. Not financial advice.
The WisdomTree U.S. SmallCap Dividend Fund (DES) is currently trading below its key moving averages, indicating a bearish price trend. The fund's recent performance shows a decline, with a 1-month return of -5.25% and a 3-month return of -6.12%. Despite these short-term headwinds, the fund has delivered a 1-year return of 15.28% and a 3-year annualized return of 13.43%. The fund's strategy focuses on U.S. small-cap companies that pay regular cash dividends, weighted by projected dividend payments, offering a distinct income-oriented small-cap profile. Its broad exposure spans sectors like Financial Services (26.04%), Consumer Cyclical (15.46%), and Industrials (13.67%).
DES at a glance
WisdomTree U.S. SmallCap Dividend Fund (DES): Sell, 35/100 on CleaRank's AI score.
TrendDown: the price is below both its 50- and 200-day moving averages ($39.72 and $38.25).
FundExpense ratio 0.38%, $2.0B in net assets, +15.3% total return over 1 year.
As of October 14, 2026, WisdomTree U.S. SmallCap Dividend Fund (DES) trades at $38.04. The 14-day RSI (daily closes) is 36, showing bearish momentum without being oversold, and the price is below its 50-day simple moving average of $39.72.
Figures as of October 14, 2026.
Only on CleaRank
Figures we compute ourselves from DES's own price history. Tap one to see it in context.
WisdomTree U.S. SmallCap Dividend Fund is an exchange-traded fund that focuses on U.S. small-cap companies that pay regular cash dividends. The fund uses a dividend-weighted approach, meaning holdings are selected and sized according to projected dividend payments rather than market capitalization alone, which gives it a distinctive income-oriented small-cap profile.
Issuer
WisdomTree
Category
Small Value
Inception
Jun 16, 2006
Expense ratio
0.38%
Net assets
$2.04B
NAV
$38.22
Distribution yield
2.39%
YTD return
15.20%
Turnover
40.00%
Sector weights
Financial Services26.0%
Consumer Cyclical15.5%
Industrials13.7%
Energy10.7%
Realestate9.5%
Technology6.2%
Other18.5%
Trailing total returns
Period
DES
YTD
15.20%
1 month
-5.25%
3 months
-6.12%
1 year
15.28%
3 years
13.43%
5 years
7.23%
10 years
7.23%
As of Oct 14, 2026, DES has an expense ratio of 0.38%, $2.04B in net assets and a distribution yield of 2.39%.
Fund reference data as of Oct 14, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
DES Analysis
AI Analyst Consensus ScoreSell
Momentum has turned for DES: the 14-day RSI has moved to 36.23, indicating bearish momentum. The ETF is trading below its 20-day EMA at $38.62, its 50-day SMA at $39.72, and its 200-day SMA at $38.25. Volume has been slightly above average, with the latest volume at 80,970 compared to an average of 78,157, a 3.6% increase. The price is currently below all key moving averages, reinforcing the bearish short-term outlook.
ProTips
Monitor the 50-day and 200-day simple moving averages for signs of trend changes.
Market Outlook
The outlook for the WisdomTree U.S. SmallCap Dividend Fund (DES) is currently bearish in the short term, given its trading below key moving averages and a bearish RSI status. However, its long-term performance history suggests potential for recovery. A sustained move above the 50-day SMA at $39.72 would be a key indicator of a potential trend reversal. Investors should monitor sector performance, particularly in Financial Services, and broader small-cap market trends.
Market Correlations
How this etf moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
S&P 500 (SPY)+0.72
Strong correlation
Nasdaq 100 (QQQ)+0.58
Moderate correlation
Bitcoin (BTC)+0.24
Weak correlation
Gold (XAU)+0.08
Weak correlation
As of October 14, 2026, DES's 1-year correlation of daily returns is +0.72 with S&P 500 (SPY), +0.58 with Nasdaq 100 (QQQ), +0.24 with Bitcoin (BTC) and +0.08 with gold (XAU).
Check Custom Correlation
How does any other asset move with DES? One year of daily closes, Pearson correlation.
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Key Statistics
Net Assets
2.04B
Expense Ratio
0.3800%
Yield
2.39%
Day High
$38.34
Day Low
$37.87
52 Week High
41.85
52 Week Low
31.75
WisdomTree U.S. SmallCap Dividend Fund (DES) is built upon a dividend-weighted strategy targeting U.S. small-cap companies, providing exposure to sectors such as Financial Services (26.04%), Consumer Cyclical (15.46%), and Industrials (13.67%). The fund's expense ratio is 0.38%, costing $38.00 per $10,000 invested. With net assets totaling $2,041,498,368, the fund is substantial. The strategy aims to capture income from smaller U.S. businesses with value characteristics, managed by WisdomTree.
Fund Performance Analysis
Its underlying holdings, which are U.S. small-cap dividend-paying companies, are influenced by the aggregate earnings trends within their respective sectors. The fund's focus on dividend payers suggests an emphasis on companies with stable cash flows, which can be indicative of mature businesses within the small-cap space. Sectoral performance, particularly in Financial Services and Industrials, will serve a significant role in the overall earnings picture of the fund's constituents.
Key Risks
The primary risk for DES lies in its concentration within the Financial Services sector (26.04%), making it susceptible to downturns in that industry. Additionally, as a small-cap focused ETF, it carries higher volatility risk compared to large-cap funds. The current bearish technical momentum, with the price below key moving averages and a bearish RSI status, presents a short-term risk of further price declines.
Technical Indicators i
RSI (14-day)
36.23
MACD (12, 26)
-0.38
SMA (50-day)
39.72
SMA (200-day)
38.25
Technical RatingBearish
RSI
Bearish
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bearish
Golden Cross in effect with the 50-day SMA ($39.72) above the 200-day SMA ($38.25), price is trading below the 50-day SMA.
As of October 14, 2026, with DES at $38.04, its 14-day RSI is 36.2 (showing bearish momentum without being oversold), its 50-day simple moving average is $39.72 and its 200-day is $38.25.
Calculated by CleaRank on daily closes as of October 14, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26).
DES Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative2%Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Short entry pick an entry style
Conservative
$38.80
2% above current price
Lower risk, wait for rally
Aggressive
$38.04
Short at current price
Higher risk, chasing the move
Risk Management
STOP LOSS
$39.96
MAX LOSS
-3.0%
Volatility-Adjusted Stop Loss
Calculated based on RSI (36.2) and current market volatility
These levels come from DES's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Growth of $10,000
A $10,000 investment in DES in October 2016 would be worth about $15,842 today, compared with about $36,506 for the same investment in the S&P 500 benchmark. This is price change only; dividends paid along the way would add to it.
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DES Drawdowns & Recovery
Worst fall, last 10 years
-45.7%
August 2018 to March 2020
Recovery
12 months
back at the old peak by March 2021
From the 10-year high
-8.8%
highest close, August 2026
1-year holds that gained
57%
of every 1-year window
As of October 14, 2026, DES's worst peak-to-trough fall over the last 10 years was -45.7% (August 2018 to March 2020); it regained that peak by March 2021, 12 months after the low, and 57% of 1-year holding periods ended with a gain.
From weekly closing values. A drawdown is the fall from the highest value reached so far to a later low.
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in DES today could grow to about $17,199 by 2036 in the base case, with a 90th-percentile outcome near $41,889 and a 10th-percentile outcome around $7,062. The simulation models price only; at today's 2.39% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
DES 2030 Scenarios (Monte Carlo)
CleaRank's simulation projects a price near $47.25 for DES by 2030 in the base case, from $38.04 today (1.2x over 4 years). The 10th-percentile path ends near $26.91. These are outcomes of a Monte Carlo simulation run on DES's historical return distribution, not price targets, and they assume no dividends are reinvested.
DES simulated price paths by year
Year
10th percentile
Base case
90th percentile
2027
$30.31
$40.16
$53.22
2028
$28.47
$42.40
$63.13
2029
$27.49
$44.76
$72.89
2030
$26.91
$47.25
$82.98
2031
$26.58
$49.89
$93.62
Method: a lognormal simulation of DES's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles.
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Frequently Asked Questions
What is the expense ratio for the WisdomTree U.S. SmallCap Dividend Fund (DES)?
The expense ratio for DES is 0.38%, which translates to a cost of $38.00 per $10,000 invested over a year. This fee covers the fund's management and operational costs.
What sectors does the WisdomTree U.S. SmallCap Dividend Fund (DES) concentrate in?
DES is concentrated in Financial Services (26.04%), Consumer Cyclical (15.46%), and Industrials (13.67%). The fund's strategy emphasizes U.S. small-cap companies that pay regular cash dividends.
What is the current distribution yield for DES?
The current distribution yield for DES is 2.39%. This yield is based on the fund's dividend rate and its current price.
Is DES in an uptrend?
No. WisdomTree U.S. SmallCap Dividend Fund (DES) trades at $38.04, below both its 50- and 200-day moving averages ($39.72 and $38.25). Its 14-day RSI on daily closes is 36.2, showing bearish momentum without being oversold.
What is DES's biggest drop in the last 10 years?
WisdomTree U.S. SmallCap Dividend Fund (DES)'s worst peak-to-trough fall over the last 10 years was -45.7%, from August 2018 to March 2020. It regained that peak by March 2021, 12 months after the low. Over the same period, 57% of 1-year holding periods ended with a gain.
What are DES's best and worst months?
Over the last 10 years, November has been DES's strongest month on average (+4.80%, rising in 8 of 10 years) and March its weakest (-4.57%, rising in 3 of 10 years). Seasonal averages describe the past and do not predict a given year.
How closely does DES move with the stock market?
Over the past year DES's daily returns were strongly correlated with the S&P 500 (SPY) (+0.72). Nasdaq 100 (QQQ): +0.58; Bitcoin (BTC): +0.24; Gold (XAU): +0.08. A figure near +1 means the two usually move together; near 0 means little relationship.
What would $10,000 invested in DES be worth today?
$10,000 put into DES in October 2016 would be worth about $15,842 today, against about $36,506 for the same amount in the S&P 500. That is price change only; distributions would add to it.
What does CleaRank's simulation show for DES in 2030?
CleaRank's Monte Carlo simulation, built from DES's own historical volatility, puts the 2030 base case near $47.25, with 10th and 90th percentile outcomes of $26.91 and $82.98. It is a range of simulated outcomes, not a price target.
How volatile is DES?
DES's daily price moves average 0.60% (30-day standard deviation of daily returns). Over the past 52 weeks it traded between $31.75 and $41.85.
