WisdomTree Japan SmallCap Dividend Fund

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WisdomTree Japan SmallCap Dividend ETF (DFJ)
Type
Exchange-traded fund
Manager
Gender equality score
Gender equality score

36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

N/A
-90.7
percentile

Universe: Groups

Group: International Equity

Ranking: 2,103 out of 1,102 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
9/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
12/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Pola Orbis Holdings Inc
    0.36% of assets
    $1.03M invested
  • 2. Nippon Shinyaku Co Ltd
    0.26% of assets
    $728,019 invested
  • 3. Teijin Ltd
    0.17% of assets
    $482,941 invested
  • 4. Seven Bank Ltd
    0.37% of assets
    $1.06M invested
  • 5. Mitsui Mining and Smelting Co Ltd
    0.3% of assets
    $857,618 invested
  • 6. DIC Corp
    0.28% of assets
    $805,704 invested
  • 7. Toda Corp
    0.26% of assets
    $750,362 invested
  • 8. Alps Alpine Co Ltd
    0.29% of assets
    $829,238 invested
  • 9. Nissui Corp
    0.25% of assets
    $711,937 invested
  • 10. Hirogin Holdings Inc Ordinary Shares
    0.45% of assets
    $1.29M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Sankyu Inc
    0.45% of assets
    $1.29M invested
  • 2. Saizeriya Co Ltd
    0.06% of assets
    $159,396 invested
  • 3. Daiei Kankyo Co Ltd
    0.17% of assets
    $483,766 invested
  • 4. Kyoritsu Maintenance Co Ltd
    0.14% of assets
    $383,685 invested
  • 5. Jeol Ltd
    0.13% of assets
    $361,892 invested
  • 6. Japan Material Co Ltd
    0.06% of assets
    $183,187 invested
  • 7. Kotobuki Spirits Co Ltd
    0.18% of assets
    $512,424 invested
  • 8. Amano Corp
    0.54% of assets
    $1.55M invested
  • 9. Fujimi Inc
    0.16% of assets
    $460,568 invested
  • 10. Kaneka Corp
    0.26% of assets
    $731,899 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on DFJ at Morningstar.com
Gender Equality and Returns
Returns chart for WisdomTree Japan SmallCap Dividend Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
DFJ
WisdomTree Japan SmallCap Dividend Fund
Family
WisdomTree
Category
Japan Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.1% more  in annualized returns
Lower overall gender equality score 
21 / 100 points lower
Lower gender balance in leadership and workforce score 
17 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
DFJ
WisdomTree Japan SmallCap Dividend Fund
Family
WisdomTree
Category
Japan Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.1% more  in annualized returns
Lower overall gender equality score 
21 / 100 points lower
Lower gender balance in leadership and workforce score 
17 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
DFJ
WisdomTree Japan SmallCap Dividend Fund
Family
WisdomTree
Category
Japan Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.1% more  in annualized returns
Lower overall gender equality score 
21 / 100 points lower
Lower gender balance in leadership and workforce score 
17 / 40 points lower
Lower equal compensation and work life balance score 
1 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
DFJ - WisdomTree Japan SmallCap Dividend Fund
14%
14%
7.89%
6.45%
36  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
9.32%
10%
5.36%
57  / 100 points
Fund compared to benchmark
 
1.26%
4.24%
-2.34%
1.1%
21  / 100 points lower
Find more financial data on DFJ at Morningstar.com
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