WisdomTree U.S. SmallCap Dividend Fund DES | AMEX
Company Overview:
10 Year DES Performance Metrics:
DES Dividend Payments & Yield
DES Dividends Info:
Projected Future Returns & Dividends for DES
Based on past 10-year performance, here are DES growth metrics:
Share price CAGR of +4.19%
Dividend CAGR of +3.49%
Using DES CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| DES (DRIP) | DES - No DRIP | |
|---|---|---|
| Current Price | $39.24 | $39.24 |
| Start Shares | 254.84 | 254.84 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 295.58 | 254.84 |
| Dividends Payment | $0.07 | $0.07 |
| Annual Dividends | $250 | $216 |
| Yield on cost | 2.50% | 2.16% |
| Share Price | $59.15 | $59.15 |
| Total Dividends | $1,941 | $1,793 |
| Final Value | $17,485 | $16,868 |
NOTE: Above numbers are our estimate based on DES's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
WisdomTree U.S. SmallCap Dividend Fund (DES) had its IPO on 2006-06-16, and is traded on AMEX stock exchange.
DES offers a different choice amid the cacophony of many US small-cap ETFs, as it is a fund focused on yield. DES' strategy does indeed provide higher dividend yield than the market by overweighting dividend-heavy sectors. DES also leans toward the micro-cap side of the small-cap space. Index constituents are based on the remaining market capitalization of the WisdomTree US Dividend Index the dividend-paying universe of companies in the U.S. stock market after the 300 largest companies are removed. Companies comprising the bottom 25% of the remaining market capitalization are selected for inclusion. The Underlying Index is rebalanced annually. Prior to June 30, 2017, the funds index was named the WisdomTree SmallCap Dividend Index.
DES website: https://www.deswell.com
DCF model unavailable for DES — no fundamentals on file (ETFs and funds are not modelable).
