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Portfolio of Dividend-Paying Small Cap Stocks from WisdomTree U.S. SmallCap Dividend Fund

The following 10 dividend-paying small-cap stocks are included in the WisdomTree U.S. SmallCap Dividend Fund, an exchange-traded fund (ETF). See WisdomTree U.S. SmallCap Dividend Fund for more details.

WisdomTree U.S. SmallCap Dividend Fund Stocks
Stock
Quote
Annual Dividend & Yield
Annual Dividend 100 Shares
1-Yr Price Chart
Avista
1.43 (2.77%)
$143.00
BF Energy
1.20 (4.74%)
$120.00
Covanta Holding Corporation
1.00 (6.85%)
$100.00
CVR Energy
2.00 (8.68%)
$200.00
Domtar
1.66 (3.94%)
$166.00
Gamestop 
1.52 (7.59%)
$152.00
Kronos Worldwide
0.60 (2.78%)
$60.00
Pattern Energy Group 
1.68 (6.49%)
$168.00
Pitney Bowes
0.75 (5.88%)
$75.00
Vector Group Ltd. 
1.60 (7.34%)
$160.00
Sum Dividends
$1,344.00
Dividend yield data from Yahoo! Finance as of Sep-16-2017. Price and dividend data from Quandl.


To inspect the performance of the WisdomTree U.S. SmallCap Dividend Fund Stocks portfolio, see the returns table and chart below. Portfolio values are computed using quarterly closes for from Quandl.

The 6 included in the portfolio computations are: AVA, CVA, GME, KRO, PBI and VGR. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each at its closing weekly price for the current date in 2007. The 4 excluded from the portfolio computations because of insufficient price data are: PBF, CVI, UFS and PEGI.


WisdomTree U.S. SmallCap Dividend Fund Stocks - Return Results
Portfolio:
WisdomTree U.S. SmallCap Dividend Fund Stocks
Start date:
Sep-21-2007
Start value:
$10,000
End date:
Sep-21-2017
End value:
$20,681
Number prices
41
Minimum value occurred on Mar-31-2009
$5,698
Maximum value occurred on Sep-30-2017
$20,681
Total gain or loss (Start date to End date)
106.81%
Annualized gain or loss (Start date to End date)
151.32%
Total dollar value on End date of a $10,000 purchase made on Start date
$20,681
Average percent return for all possible buy/sell combinations
36.25%
Number returns
820
Number profitable returns (Winners)
653
Percent profitable returns
79.63%
Number unprofitable returns (Losers)
167
Percent unprofitable returns
20.37%
Winners to losers ratio
3.91
Stock Return Calculator


Click chart to enlarge it.



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