WisdomTree Europe SmallCap Dividend ETF Funds

Find review of WisdomTree Europe SmallCap Dividend Fund (DFE). This index ETF is tracking WisdomTree Europe SmallCap Dividend Index.

WisdomTree ETF

Investment ad is popular in financial magazine or newspaper. You may find lot of advertisements inside. Recently, you may find this an ad about “DFE, The only Europe Small Cap ETF by WisdomTree” in Barron’s newspaper. This investing ad is located at the lower portion section of the paper.

You would ask “Should I invest in this stock ETF fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

Details about the ad are as follows:
WisdomTree Europe SmallCap Dividend Fund - DFE ETFDFE 
The only Europe Small Cap ETF 
Learn more at Wisdomtree.com 
Investing involves risk including possible loss of principal. Foreign investing risks include currency fluctuation or political/economic uncertainty. Funds focusing on a single sector/ smaller companies generally experience greater price volatility. Funds focused on Europe can be adversely affected by regional developments. The Fund tracks an Index. 
Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. A prospectus is available at wisdomtree.com. Read it carefully before investing.
WisdomTree Funds are distributed by ALPS Distributors, Inc.

ETF Review

The investment objective of this WisdomTree Europe SmallCap Dividend Fund is to track the price and yield performance, before fees and expenses, of the Index. The CUSIP is 97717W869. This exchange traded fund has annual expense ratio of 0.58%. It also has a dividend yield of 0.47%. In December 2013, it distributed $0.06791. It also has $1.01 billion of total net assets.

Since the inception in 2006, this dividend stock ETF has returned 7.28%. Morningstar analysts rate this fund with 5-stars rating. The yearly return of this fund since the inception is as below:
    WisdomTree ETF
  • Year 2013: 45.37%
  • Year 2012: 31.26%
  • Year 2011: -19.30%
  • Year 2010: 19.91%
  • Year 2009: 51.24%
  • Year 2008: -52.74%
  • Year 2007: -2.80%
As of February 06, 2014, the top 10 stocks in its holdings are Logitech International SA (3.95%), Drillsch AG (2.60%), Unipol Gruppo Finanziario (2.10%), Intesa Sanpaolo (1.87%), Holmen AB (1.79%), Leoni (1.49%), Basilea Pharmaceutica (1.46%), Atea ASA (1.32%), Rautaruukki OYJ (1.15%) and Lerov Seafood Group (1.10%). The top sectors are Industrials (24.98%), Financials (16.04%), Consumer Discretionary (15.72%) and Information Technology (15.23%).

Investing Opinion

  • This ETF provides a decent yield for income and has growth potential.
  • It is ranked among the best in Europe Stock category. This best ETF can be used for alternative income opportunity.


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