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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 (2.84%)
$143.00
35.16
BF Energy
1.20 (3.91%)
$120.00
25.56
Covanta Holding Corporation
1.00 (6.19%)
$100.00
16.15
CVR Energy
2.00 (5.98%)
$200.00
16.72
Domtar
1.66 (3.77%)
$166.00
26.53
Gamestop 
1.52 (9.27%)
$152.00
10.79
Kronos Worldwide
0.60 (2.45%)
$60.00
40.87
Pattern Energy Group 
1.69 (8.76%)
$169.00
11.42
Pitney Bowes
0.75 (6.09%)
$75.00
16.41
Vector Group Ltd. 
1.60 (7.89%)
$160.00
12.68
Sum Dividends
$1,345.00
Price and dividend data from Quandl. Dividend, yield and price to dividend ratio as of Feb-17-2018.


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 8 included in the portfolio computations are: AVA, CVA, CVI, UFS, GME, KRO, PBI and VGR. The current value of the portfolio assumes that $1,250.00 was invested (total of $10,000) in each at its closing weekly price for the current date in 2008. PBF and PEGI were excluded from the portfolio computations because of insufficient price data.


WisdomTree U.S. SmallCap Dividend Fund Stocks - Return Results
Portfolio:
WisdomTree U.S. SmallCap Dividend Fund Stocks
Start date:
Feb-20-2008
Start value:
$10,000
End date:
Feb-20-2018
End value:
$21,859
Number prices
121
Minimum value occurred on Feb-28-2009
$4,860
Maximum value occurred on Jan-31-2018
$23,427
Total gain or loss (Start date to End date)
118.59%
Annualized gain or loss (Start date to End date)
8.13%
Total dollar value on End date of a $10,000 purchase made on Start date
$21,859
Average percent return for all possible buy/sell combinations
51.64%
Number returns
7,260
Number profitable returns (Winners)
6,182
Percent profitable returns
85.15%
Number unprofitable returns (Losers)
1,078
Percent unprofitable returns
14.85%
Winners to losers ratio
5.73
Stock Return Calculator





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