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
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%
Finance24.79%
Consumer Non-Durables9.25%
Producer Manufacturing8.34%
Health Technology7.53%
Utilities6.31%
Energy Minerals5.16%
Consumer Durables4.99%
Communications4.56%
Non-Energy Minerals4.02%
Retail Trade3.88%
Electronic Technology3.52%
Process Industries3.41%
Transportation3.17%
Technology Services2.76%
Distribution Services2.26%
Commercial Services2.16%
Industrial Services2.03%
Consumer Services1.55%
Health Services0.18%
Bonds, Cash & Other0.14%
Cash0.13%
Rights & Warrants0.01%
Miscellaneous0.00%
Stock breakdown by region
Europe64.90%
Asia27.15%
Oceania7.34%
Middle East0.61%
North America0.00%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history