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DFE: WisdomTree Europe SmallCap Dividend Fund (ETF)
Basic Info 74.67 1.57(2.06%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 4.25% |
| Expenses | 0.58% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 4.0 | 11.9 | 14.0 | 3.9 | 6.8 | 7.3 | 6.3 | 32.9 | -0.6 | 14.9 | -22.2 | 18.4 | 2.2 | 27.1 | -21.2 | 32.7 | 1.6 | 11.8 | -8.7 | 45.3 | 31.1 | -19.3 | 19.9 | 51.1 | -52.4 | -3.0 | 29.2 |
| Sharpe Ratio | NA | 0.93 | 0.95 | 0.77 | 0.12 | 0.27 | NA | 0.24 | 1.85 | -0.28 | 0.66 | -0.86 | 1.23 | 0.05 | 2.01 | -1.48 | 3.43 | 0.06 | 0.77 | -0.6 | 3.15 | 1.56 | -0.65 | 0.79 | 1.5 | -1.4 | -0.29 | 5.16 |
| Draw Down(%) | NA | 11.4 | 11.4 | 16.4 | 40.4 | 49.7 | NA | 69.4 | 12.7 | 11.9 | 16.6 | 37.8 | 11.1 | 46.7 | 12.1 | 29.2 | 4.9 | 17.0 | 11.9 | 22.9 | 7.2 | 17.2 | 32.8 | 20.7 | 25.8 | 61.1 | 18.5 | 4.1 |
| Standard Deviation(%) | NA | 18.4 | 14.6 | 16.4 | 19.0 | 20.0 | NA | 22.2 | 16.2 | 15.3 | 17.3 | 27.4 | 15.0 | 35.4 | 12.8 | 15.4 | 9.4 | 21.4 | 15.3 | 14.5 | 14.4 | 20.1 | 29.9 | 24.9 | 33.9 | 37.9 | 21.2 | 11.1 |
| Treynor Ratio | NA | 0.19 | 0.16 | 0.13 | 0.02 | 0.05 | NA | 0.06 | 0.32 | -0.04 | 0.11 | -0.23 | 0.18 | 0.02 | 0.27 | -0.23 | 0.35 | 0.01 | 0.16 | -0.09 | 0.5 | 0.34 | -0.22 | 0.23 | 0.59 | -0.81 | -0.06 | 1.15 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | 0.01 | 0.0 | -0.01 | -0.02 | -0.02 | 0.01 | -0.01 | 0.01 | -0.03 | 0.03 | 0.01 | 0.05 | -0.01 | 0.07 | 0.04 | -0.04 | 0.06 | 0.07 | -0.14 | -0.06 | 0.11 |
| Beta | NA | 0.89 | 0.88 | 0.99 | 1.01 | 1.0 | NA | 0.87 | 0.94 | 1.09 | 1.08 | 1.04 | 1.03 | 0.99 | 0.97 | 1.0 | 0.93 | 0.96 | 0.75 | 0.95 | 0.91 | 0.92 | 0.87 | 0.86 | 0.87 | 0.66 | 0.97 | 0.5 |
| RSquared | NA | 0.87 | 0.82 | 0.82 | 0.86 | 0.86 | NA | 0.76 | 0.86 | 0.81 | 0.8 | 0.91 | 0.82 | 0.87 | 0.77 | 0.85 | 0.76 | 0.86 | 0.7 | 0.72 | 0.76 | 0.78 | 0.84 | 0.77 | 0.72 | 0.62 | 0.76 | 0.28 |
| Yield(%) | N/A | 0.0 | 4.2 | 4.9 | 3.6 | 4.2 | 4.7 | N/A | 5.6 | 4.8 | 5.4 | 4.3 | 2.9 | 2.4 | 4.2 | 3.7 | 3.3 | 4.0 | 3.0 | 2.7 | 3.3 | 4.4 | 4.8 | 2.6 | 5.0 | 4.7 | 6.4 | 0.9 |
| Dividend Growth(%) | N/A | -99.0 | 4.4 | 24.3 | 31.2 | N/A | N/A | N/A | 12.9 | -6.0 | -7.2 | 67.5 | 21.6 | -29.2 | -16.4 | 48.5 | -19.3 | 42.1 | 1.4 | 11.3 | -6.2 | -28.7 | 114.9 | -26.0 | -53.5 | -33.8 | 799.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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