DES
$34.38
WisdomTree U.S. SmallCap Dividend Fund
Fund Family: WisdomTree Trust
1 Month
+7.94%
YTD
+7.55%
1 Year
+7.55%
3 Year
+31.25%
Top 10 Holdings (10.2% of portfolio)
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | Spire Inc | SR | Utilities | 1.23% |
| 2 | Sabra Health Care REIT, Inc. | SBC | Unknown | 1.17% |
| 3 | EPR Properties | EPR | Finance and Insurance | 1.14% |
| 4 | Organon & Co. | OGN | Manufacturing | 1.13% |
| 5 | Western Union Co. (The) | W3U | Unknown | 1.04% |
| 6 | Northwestern Energy Group, Inc. | NWE | Utilities | 1.04% |
| 7 | Avista Corp. | AVA | Utilities | 0.97% |
| 8 | Kinetik Holdings Inc | KNTK | Unknown | 0.91% |
| 9 | Broadstone Net Lease Inc | BNL | Finance and Insurance | 0.87% |
| 10 | TFS Financial Corp | TFSL | Finance and Insurance | 0.73% |
Fund Information
| Net Assets | $1.85B | Expense Ratio | N/A |
| Total Holdings | 500 | Annual Fee* | N/A |
| Inception Date | N/A | Fund Family | WisdomTree Trust |
*Annual fee per $10,000 invested