DES — WisdomTree U.S. SmallCap Dividend Fund

US equity
40.83 +0.39% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 31.77 · high 41.73

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.

Performance

1 day+0.39%
1 week-2.16%
1 month+0.27%
3 months+6.61%
6 months+8.33%
Year to date+21.48%
1 year+23.84%
3 years+39.26%
5 years+27.16%

Technicals

RSI 1444.6
vs 50-day avg+0.58%
vs 200-day avg+9.80%
Volatility 1y15.4%
Max drawdown 1y-8.02%
Avg volume 30d122.8K
Daily bars held2,674
History from2016-01-04

Dividends

Yield (trailing 12m)2.25%
Paid last 12m0.9180
Payments in 12m12
Paying since2016-01-25

Largest institutional holders

managervalueshares
MORGAN STANLEY99.3M2.8M
BANK OF AMERICA CORP /DE/88.3M2.5M
LPL Financial LLC51.2M1.4M
UBS Group AG49.9M1.4M
Creative Planning48.4M1.3M
M&T Bank Corp37.1M1.0M
MERCER GLOBAL ADVISORS INC /ADV30.6M850.3K
WELLS FARGO & COMPANY/MN29.2M811.5K
JONES FINANCIAL COMPANIES LLLP27.0M762.1K
RAYMOND JAMES FINANCIAL INC26.9M747.7K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d40.4% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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