WisdomTree SmallCap Ownership
| DGRS Etf | USD 48.77 0.86 1.80% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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WisdomTree Etf Ownership Analysis
WisdomTree SmallCap is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 217 constituents with avarage daily trading value of 34.2 K. The fund charges 0.38 percent management fee with a total expences of 0.38 percent of total asset. The fund created five year return of 12.0%. WisdomTree SmallCap retains all of assets under management (AUM) in equities. This fund last dividend was 0.075 per share. The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Wisdomtree is traded on NASDAQ Exchange in the United States. To learn more about WisdomTree SmallCap Quality call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree SmallCap , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| GBCI | Glacier Bancorp | Stock | |
| TRN | Trinity Industries | Stock | |
| STRA | Strategic Education | Stock | |
| SIGI | Selective Insurance Group | Stock | |
| SBGI | Sinclair Broadcast Group | Stock | |
| OII | Oceaneering International | Stock | |
| CATY | Cathay General Bancorp | Stock | |
| EE | Excelerate Energy | Stock | |
| PCH | PotlatchDeltic Corp | Stock | |
| VIRT | Virtu Financial, | Stock | |
| UVV | Universal | Stock | |
| DIN | Dine Brands Global | Stock | |
| NUS | Nu Skin Enterprises | Stock | |
| APAM | Artisan Partners Asset | Stock | |
| EVR | Evercore Partners | Stock | |
| OTTR | Otter Tail | Stock | |
| HLI | Houlihan Lokey | Stock | |
| CBT | Cabot | Stock | |
| HOPE | Hope Bancorp | Stock | |
| UE | Urban Edge Properties | Stock | |
| AEO | American Eagle Outfitters | Stock | |
| OLN | Olin Corporation | Stock | |
| BKE | Buckle Inc | Stock | |
| CBU | Community Bank System | Stock |
WisdomTree SmallCap's latest congressional trading
Congressional trading in companies like WisdomTree SmallCap, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in WisdomTree SmallCap by those in governmental positions are based on the same information available to the general public.
| 2023-05-01 | Senator Thomas R Carper | Acquired Under $15K | Verify |
WisdomTree SmallCap Outstanding Bonds
WisdomTree SmallCap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree SmallCap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree SmallCap Quality has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Thematic Opportunities
Explore Investment Opportunities
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree SmallCap Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
The market value of WisdomTree SmallCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree SmallCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree SmallCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree SmallCap's market value can be influenced by many factors that don't directly affect WisdomTree SmallCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree SmallCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree SmallCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree SmallCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.