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
Stocks99.91%
Finance26.20%
Consumer Non-Durables9.19%
Producer Manufacturing7.99%
Health Technology7.56%
Utilities6.45%
Energy Minerals5.09%
Consumer Durables4.88%
Communications4.76%
Non-Energy Minerals3.71%
Retail Trade3.69%
Electronic Technology3.50%
Process Industries3.26%
Transportation3.04%
Technology Services2.67%
Industrial Services2.14%
Distribution Services2.12%
Commercial Services2.07%
Consumer Services1.46%
Health Services0.13%
Bonds, Cash & Other0.09%
Cash0.09%
Miscellaneous0.00%
Stock breakdown by region
Europe66.15%
Asia26.50%
Oceania6.54%
Middle East0.57%
North America0.21%
Africa0.02%
Latin America0.00%
Top 10 holdings
Dividends
Dividend payout history