Key stats
About WisdomTree International Equity Fund
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
DWM offers a dividend twist to developed-market equities outside US and Canada. The fund selects and weights stocks based on dividends paid in the previous year, rather than weighting them by market-cap. The resulting portfolio tilts large and finds some extra yield without deviating too much from market-like exposure. Overall, DWM is a solid, reliable option for investors seeking dividends in the ex-US space. The index is rebalanced and reconstituted on an annual basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks99.88%
Finance25.34%
Consumer Non-Durables9.13%
Producer Manufacturing8.45%
Health Technology7.69%
Utilities6.04%
Consumer Durables5.00%
Energy Minerals4.86%
Communications4.64%
Non-Energy Minerals4.02%
Retail Trade3.83%
Electronic Technology3.56%
Process Industries3.34%
Transportation3.08%
Technology Services2.88%
Commercial Services2.16%
Distribution Services2.10%
Industrial Services2.05%
Consumer Services1.56%
Health Services0.15%
Bonds, Cash & Other0.12%
Cash0.08%
Temporary0.04%
Stock breakdown by region
Europe65.31%
Asia26.75%
Oceania7.07%
Middle East0.62%
North America0.23%
Africa0.02%
Latin America0.00%
Top 10 holdings
Dividends
Dividend payout history