Wisdomtree U.S. Small Cap Dividend ETF Fund (DES): Investment Ad

Find ad of WisdomTree U.S. Small Cap Dividend ETF fund (DES) by WisdomTree Investments in financial newspaper. This exchange traded fund has high yield for dividend income and invests in small cap companies.

Investing

Investment ad is popular in financial magazine or newspaper. You may find tons of advertisements inside them. Recently, you may find this DES, The Only U.S. Small Cap Dividend ETF by WisdomTree ad in financial newspaper or magazine.

You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The advertisement is as follow:

DES

The only U.S. Small Cap Dividend ETF 

Learn more at Wisdomtree.com 

There are risks associated with investing including the possible loss of principal. Funds focused on smaller companies may experience greater price volatility.

Carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this information, visit wisdomtree.com. Read it carefully before you invest. 

WisdomTree Funds are distributed by ALPS Distributors, Inc.

Fund Review

Incepted in June 16, 2006, the fund objective is seeking to track the price and yield performance, before fees and expenses, of the WisdomTree SmallCap Dividend Index. This high divided ETF fund has 3-stars rating from Morningstar. The total net assets are $921.17 million. Its annual expense ratio is 0.38%. This stock fund is classified in the Small Value category and is currently traded at 0.06% premium to its net asset value (NAV). Its shares price is $64.19.

The YTD return of this equity ETF is 28.55%. It also has 1-year annualized total return of 31.17% and 5-year annualized return of 16.52%. The fund uses Russell 2000 Index as the benchmarks.

The top 2 stocks in its portfolio as of June 2013 are RR Donnelley & Sons Co (2.71%) and Vector Group Ltd (1.53%). The top fund sector weights are Financials (25.36%), Industrials (18.45%), Consumer Discretionary (14.04%) and Utilities (10.81%).

Opinions

• This WisdomTree Small Cap Dividend fund is suitable for long term investment. Short term investing or trading is not recommended due to volatility.
• High yield is good income source especially during low interest environment.
• This ETF fund also has low expense ratio fee. It is better choice than other high dividend mutual fund with high sales load.