Key stats
About WisdomTree International Equity Fund
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
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
Stocks99.86%
Finance26.33%
Consumer Non-Durables9.31%
Producer Manufacturing7.86%
Health Technology7.05%
Utilities6.72%
Communications4.92%
Consumer Durables4.90%
Energy Minerals4.47%
Retail Trade3.92%
Non-Energy Minerals3.61%
Electronic Technology3.53%
Process Industries3.24%
Transportation3.05%
Technology Services2.79%
Industrial Services2.26%
Commercial Services2.12%
Distribution Services2.12%
Consumer Services1.53%
Health Services0.13%
Bonds, Cash & Other0.14%
Cash0.14%
Stock breakdown by region
Europe65.99%
Asia26.40%
Oceania6.71%
Middle East0.65%
North America0.23%
Africa0.02%
Latin America0.00%
Top 10 holdings
Dividends
Dividend payout history