- ISIN
- US97717W8698
- CUSIP
- 97717W869
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Region
- Developed Europe (Broad)
- Category
- Europe Equities, Dividend
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree Europe SmallCap Dividend Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Value
- Assets Under Management
- $166M
Share Price Chart
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Performance
DFE Performance Chart
WisdomTree Europe SmallCap Dividend Fund (DFE) is up 6.3% since the beginning of the year. DFE is currently trading at $76 per share. Investors who bought $1,000 worth of DFE shares 5 years ago would now be looking at an investment worth $1,247.
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Returns By Period
WisdomTree Europe SmallCap Dividend Fund (DFE) has returned 6.34% so far this year and 13.82% over the past 12 months. Over the last ten years, DFE has returned 6.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
WisdomTree Europe SmallCap Dividend Fund
- 1D
- -0.35%
- 1M
- 0.63%
- YTD
- 6.34%
- 6M
- 10.73%
- 1Y
- 13.82%
- 3Y*
- 14.86%
- 5Y*
- 4.51%
- 10Y*
- 6.90%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
DFE Monthly Returns History
Based on dividend-adjusted daily data since Jun 16, 2006, DFE's average daily return is +0.03%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.
Historically, 56% of months were positive and 44% were negative. The best month was Apr 2009 with a return of +20.4%, while the worst month was Oct 2008 at -27.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.
On a daily basis, DFE closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -13.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.07% | 3.90% | -7.61% | 5.82% | 1.79% | -1.17% | 6.34% | ||||||
| 2025 | 2.73% | 1.49% | 3.75% | 6.61% | 6.15% | 3.94% | -1.43% | 1.94% | 0.61% | -1.92% | 1.54% | 3.71% | 32.85% |
| 2024 | -3.00% | 0.30% | 3.36% | -1.12% | 8.26% | -4.83% | 4.94% | 1.80% | 0.47% | -6.89% | -1.90% | -1.04% | -0.61% |
| 2023 | 8.30% | 0.59% | -1.26% | 3.60% | -6.89% | 2.04% | 3.48% | -4.28% | -4.17% | -4.53% | 9.57% | 9.32% | 14.94% |
| 2022 | -4.84% | -6.23% | 1.39% | -6.26% | 2.60% | -11.51% | 5.05% | -8.93% | -13.27% | 7.85% | 13.20% | -0.19% | -22.15% |
| 2021 | -0.64% | 5.52% | 3.11% | 5.44% | 4.04% | -2.47% | 4.08% | 2.46% | -7.70% | 4.16% | -6.09% | 6.37% | 18.44% |
Benchmark Metrics
WisdomTree Europe SmallCap Dividend Fund has an annualized alpha of -0.56%, beta of 0.84, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since June 19, 2006.
- This ETF participated in 115.62% of S&P 500 Index downside but only 103.20% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -0.56%
- Beta
- 0.84
- R²
- 0.56
- Upside Capture
- 103.20%
- Downside Capture
- 115.62%
Expense Ratio
DFE has an expense ratio of 0.58%, placing it in the medium range.
Return for Risk
Risk / Return Rank
DFE ranks 26 for risk / return — below 26% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend Fund (DFE) and compare them to S&P 500 Index.
| DFE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 2.39 | -1.44 |
Sortino ratioReturn per unit of downside risk | 1.41 | 3.25 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.43 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 3.11 | -1.90 |
Martin ratioReturn relative to average drawdown | 4.19 | 14.38 | -10.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
WisdomTree Europe SmallCap Dividend Fund provided a 3.85% dividend yield over the last twelve months, with an annual payout of $2.94 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.94 | $3.15 | $2.79 | $2.97 | $3.20 | $1.91 | $1.57 | $2.22 | $2.65 | $1.79 | $2.21 | $1.56 |
Dividend yield | 3.85% | 4.38% | 4.93% | 4.97% | 5.84% | 2.56% | 2.43% | 3.39% | 4.97% | 2.53% | 4.05% | 2.78% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Europe SmallCap Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.03 | ||||||
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $1.54 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.90 | $3.15 |
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $1.32 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.81 | $2.79 |
| 2023 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $1.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.37 | $2.97 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $2.03 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.41 | $3.20 |
| 2021 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.22 | $1.91 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Europe SmallCap Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Europe SmallCap Dividend Fund was 69.38%, occurring on Mar 9, 2009. Recovery took 1162 trading sessions.
The current WisdomTree Europe SmallCap Dividend Fund drawdown is 2.06%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -69.38%Mar 2009 | 1y 9mo | 4y 7mo | 6y 4moJun 2007 - Oct 2013 |
COVID crash2020 | -49.66%Mar 2020 | 2y 1mo | 10mo 23d | 3y 12dJan 2018 - Feb 2021 |
Bear market2022 | -40.34%Sep 2022 | 1y 24d | 2y 7mo | 3y 8moSep 2021 - May 2025 |
2014 bear market2014 | -22.93%Oct 2014 | 4mo 9d | 2y 5mo | 2y 9moJun 2014 - Mar 2017 |
2026 correction2026 | -11.41%Mar 2026 | 28d | — | 3mo 6dFeb 2026 - now |
Drawdown Indicators
| DFE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.38% | -56.78% | -12.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -9.10% | -2.31% |
Max Drawdown (3Y)Largest decline over 3 years | -16.41% | -18.90% | +2.49% |
Max Drawdown (5Y)Largest decline over 5 years | -40.34% | -25.43% | -14.91% |
Max Drawdown (10Y)Largest decline over 10 years | -49.66% | -33.92% | -15.74% |
Current DrawdownCurrent decline from peak | -2.06% | 0.00% | -2.06% |
Average DrawdownAverage peak-to-trough decline | -17.74% | -10.72% | -7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 1.97% | +1.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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