Key stats
About WisdomTree International Equity Fund
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Inception date
Jun 16, 2006
Structure
Open-Ended Fund
Replication method
Physical
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
Stocks99.82%
Finance26.28%
Consumer Non-Durables9.25%
Producer Manufacturing7.87%
Health Technology7.45%
Utilities6.56%
Energy Minerals5.13%
Consumer Durables4.83%
Communications4.81%
Retail Trade3.71%
Non-Energy Minerals3.65%
Electronic Technology3.47%
Process Industries3.23%
Transportation3.02%
Technology Services2.67%
Industrial Services2.16%
Distribution Services2.08%
Commercial Services2.05%
Consumer Services1.47%
Health Services0.13%
Bonds, Cash & Other0.18%
Cash0.18%
Miscellaneous0.00%
Stock breakdown by region
Europe66.49%
Asia26.09%
Oceania6.59%
Middle East0.58%
North America0.22%
Africa0.02%
Latin America0.00%
Top 10 holdings
Dividends
Dividend payout history