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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
Customize
Price to Annual Dividend Ratio
1-Yr Price Chart
Avista
1.43 (2.74%)
$143.00
36.44
BF Energy
1.20 (3.67%)
$120.00
27.22
Covanta Holding Corporation
1.00 (6.62%)
$100.00
15.10
CVR Energy
2.00 (6.40%)
$200.00
15.63
Domtar
1.66 (3.53%)
$166.00
28.32
Gamestop 
1.52 (9.39%)
$152.00
10.64
Kronos Worldwide
0.60 (2.19%)
$60.00
45.65
Pattern Energy Group 
1.68 (7.64%)
$168.00
13.09
Pitney Bowes
0.75 (7.54%)
$75.00
13.26
Vector Group Ltd. 
1.60 (7.26%)
$160.00
13.78
Sum Dividends
$1,344.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Nov-17-2017.


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:
Nov-17-2007
Start value:
$10,000
End date:
Nov-17-2017
End value:
$23,030
Number prices
41
Minimum value occurred on Mar-31-2009
$5,764
Maximum value occurred on Dec-31-2017
$23,030
Total gain or loss (Start date to End date)
130.30%
Annualized gain or loss (Start date to End date)
188.07%
Total dollar value on End date of a $10,000 purchase made on Start date
$23,030
Average percent return for all possible buy/sell combinations
40.07%
Number returns
820
Number profitable returns (Winners)
655
Percent profitable returns
79.88%
Number unprofitable returns (Losers)
165
Percent unprofitable returns
20.12%
Winners to losers ratio
3.97
Stock Return Calculator


Click chart to enlarge it.



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