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As of September 15, 2026, WisdomTree U.S. SmallCap Dividend Fund (DES) trades at $39.41. RSI at 29 is in oversold territory, and the price is below its 50-day average of $40.64.
WisdomTree U.S. SmallCap Dividend Fund (DES)
WisdomTree U.S. SmallCap Dividend Fund NYSE
$39.41
-0.3500 (-0.88%)
At close: Sep 14, 4:00 PM EDT
AI Analyst Consensus
75 / 100
The WisdomTree U.S. SmallCap Dividend Fund (DES) is an exchange-traded fund designed to offer exposure to U.S. small-cap companies that distribute regular cash dividends. Its strategy is dividend-weighted, prioritizing companies based on projected dividend payments over market capitalization, thereby providing a distinct income-oriented small-cap profile. The fund tracks the WisdomTree U.S. SmallCap Dividend Index, offering broad sector exposure, with Financial Services (25.90%), Consumer Cyclical (15.70%), and Industrials (13.50%) being the most heavily weighted sectors. Recent performance indicates a strong year-to-date return of 21.58%, outperforming its category's 12.66% return, although longer-term returns show a mixed picture against category averages.
DES Price Analysis
Market Metrics
Open
$39.63
Day Range
$39.39 to $39.74
Prev Close
$39.76
Volume
589.6K
52-Week Range
$31.75 to $41.85
DES Fund Facts
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
$2.18B
NAV
$39.76
Distribution yield
2.29%
YTD return
21.58%
Turnover
40.00%
Sector weights
Energy
10.8%
Utilities
4.2%
Healthcare
2.1%
Realestate
9.5%
Technology
5.6%
Industrials
13.5%
Trailing returns vs category
| Period | DES | Category |
|---|---|---|
| YTD | 21.58% | 12.66% |
| 1 month | -1.11% | 8.69% |
| 3 months | 4.93% | 6.40% |
| 1 year | 20.66% | 36.31% |
| 3 years | 13.79% | 15.30% |
| 5 years | 7.68% | 7.54% |
| 10 years | 7.90% | 9.87% |
Fund reference data as of Sep 15, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
DES Analysis
AI Technical Analysis
Momentum has turned for DES: the RSI has moved from a neutral to an oversold condition, currently standing at 28.71. The fund's price is trading below its 20-day and 50-day SMAs at 40.23 and 40.64 respectively, indicating short-term weakness. However, the price remains above its 200-day SMA at 37.75, suggesting that the longer-term trend is still intact. The recent volume surge of 364.30% above its average is a notable development, often preceding a price reversal.
ProTips
- Consider the fund's dividend-weighted approach for income-focused small-cap exposure.
- Monitor the performance of the Financial Services sector as it represents a significant portion of the fund's holdings.
- The current oversold RSI suggests potential for a short-term bounce, but longer-term trends should be watched.
Market Outlook
The outlook for the WisdomTree U.S. SmallCap Dividend Fund (DES) is cautiously optimistic, driven by its oversold technical indicators and a dividend-weighted strategy that favors stable, income-generating small-cap companies. The fund's ability to trade above its 200-day SMA suggests underlying resilience. However, the significant concentration in Financial Services presents a key risk if the sector faces headwinds. A sustained move above the 50-day SMA at $40.64 would signal a stronger bullish trend, while a break below the 200-day SMA could indicate a more significant downturn.
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)
+0.71
Strong correlation
Nasdaq 100 (QQQ)
+0.56
Moderate correlation
Bitcoin (BTC)
+0.13
Weak correlation
Gold (XAU)
+0.06
Weak correlation
Check Custom Correlation
How does any other asset move with DES? One year of daily closes, Pearson correlation.
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Key Statistics
| Yield | 2.33% |
|---|---|
| Day High | $39.74 |
| Day Low | $39.39 |
| 52 Week High | 41.85 |
| 52 Week Low | 31.75 |
WisdomTree U.S. SmallCap Dividend Fund (DES) is built upon a dividend-weighted index strategy, focusing on U.S. small-cap companies that generate consistent cash dividends. This approach results in significant concentration within the Financial Services sector, which constitutes 25.90% of the fund's assets, followed by Consumer Cyclical at 15.70% and Industrials at 13.50%. The fund's expense ratio is 0.38%, costing $38.00 per $10,000 invested, and it holds net assets of $2,181,347,840. The dividend yield is currently 2.33%.
Earnings & Growth Analysis
Its underlying holdings are focused on dividend-paying U.S. small-cap companies. The sector allocation suggests a significant weighting towards Financial Services, which can be sensitive to interest rate environments and economic growth. The fund's dividend-weighted methodology implies a focus on companies with stable cash flows capable of supporting dividend payouts, which can be a proxy for underlying earnings stability within the small-cap segment.
Key Risks
The primary risk for DES lies in its sector concentration, particularly the heavy weighting in Financial Services (25.90%), which can be susceptible to broader economic downturns or interest rate volatility. Additionally, as a small-cap focused ETF, it carries inherent higher volatility compared to large-cap funds. The current oversold RSI reading, while potentially signaling a buying opportunity, also reflects recent negative price momentum that could continue.
Technical Indicators
| RSI (14) | 28.71 |
|---|---|
| MACD | -0.31 |
| SMA 50 | 40.64 |
| SMA 200 | 37.75 |
RSI
Oversold
SMA Cross
Bullish
Price vs SMA
Bearish
MACD
Bearish
Golden Cross in effect with the 50-day SMA ($40.64) above the 200-day SMA ($37.75), price is trading below the 50-day SMA, RSI at 28.7 suggests oversold conditions; potential bounce setup.
DES Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative
2%
Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Long entry pick an entry style
Conservative
$38.62
2% below current price (Pullback entry)
Lower risk, wait for pullback
Aggressive
$39.41
Buy at current price
Higher risk, immediate entry
Risk Management
STOP LOSS
$37.35
MAX LOSS
-3.3%
Volatility-Adjusted Stop Loss
Calculated based on RSI (28.7) and current market volatility
Profit Targets (Based on Conservative Entry)
TARGET 1
$40.55
+5% (Conservative)
+2.9% (Aggressive)
TARGET 2
$42.48
+10% (Conservative)
+7.8% (Aggressive)
TARGET 3
$44.42
+15% (Conservative)
+12.7% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
Calculate Your Trade
ETF Investment Disclaimer
This AI-generated analysis of DES is for educational purposes only and does not constitute investment advice. ETFs are subject to market risk including possible loss of principal. Performance depends on the underlying index or assets tracked. Read the fund prospectus before investing. Past performance does not guarantee future results. Generated on September 15, 2026.Growth of $10,000
A $10,000 investment in DES in September 2016 would be worth about $16,073 today, compared with about $35,344 for the same investment in the S&P 500 benchmark.
Compare with Another Ticker
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in DES today could grow to about $17,809 by 2036 in the base case, with a bull case near $43,412 and a bear case around $7,306. Projections are statistical simulations, not guarantees.
DES ETF Price Prediction: 2030
CleaRank's simulation projects a price near $49.64 for DES by 2030 in the base case, from $39.41 today (1.3x over 4 years). The downside path ends near $28.26. 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.
| Year | Downside (10th pct) | Base case | Upside (90th pct) |
|---|---|---|---|
| 2027 | $31.50 | $41.75 | $55.34 |
| 2028 | $29.69 | $44.23 | $65.89 |
| 2029 | $28.76 | $46.86 | $76.34 |
| 2030 | $28.26 | $49.64 | $87.22 |
| 2031 | $28.01 | $52.59 | $98.75 |
| 2032 | $27.94 | $55.72 | $111 |
| 2033 | $28.01 | $59.03 | $124 |
| 2034 | $28.18 | $62.53 | $139 |
| 2035 | $28.45 | $66.25 | $154 |
| 2036 | $28.79 | $70.18 | $171 |
Method: 10,000 simulated price paths using DES's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.
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Frequently Asked Questions
What is the expense ratio for the WisdomTree U.S. SmallCap Dividend Fund (DES) and what does it cost per $10,000 invested?
The expense ratio for DES is 0.38%. This translates to a cost of $38.00 for every $10,000 invested in the fund.
What sectors does the WisdomTree U.S. SmallCap Dividend Fund (DES) hold, and how concentrated is it?
DES is concentrated in Financial Services (25.90%), Consumer Cyclical (15.70%), and Industrials (13.50%). Its asset allocation is primarily in stocks (99.98%).
What is the dividend yield for the WisdomTree U.S. SmallCap Dividend Fund (DES)?
The WisdomTree U.S. SmallCap Dividend Fund (DES) has a current dividend yield of 2.33%.
How has the WisdomTree U.S. SmallCap Dividend Fund (DES) performed against its category over different time periods?
In the year-to-date period, DES returned 21.58% versus its category's 12.66%. Over 1 year, DES returned 20.66% compared to the category's 36.31%. Over 3 years, DES returned 13.79% versus the category's 15.30%, and over 5 years, DES returned 7.68% versus the category's 7.54%.
What are the key technical levels for the WisdomTree U.S. SmallCap Dividend Fund (DES)?
The WisdomTree U.S. SmallCap Dividend Fund (DES) is currently trading below its 20-day and 50-day SMAs at $40.23 and $40.64 respectively, but remains above its 200-day SMA at $37.75. Its RSI is at 28.71, indicating an oversold condition.
What is the price prediction for DES ETF in 2030?
Based on a Monte Carlo simulation, the projected base price for DES ETF in 2030 is $49.64, with a downside price of $28.26. These figures represent statistical simulation outcomes and are not price targets or guarantees.
What is the insider and institutional activity for DES?
Insider and institutional activity data is not provided for this ETF.