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
Stocks99.96%
Finance25.11%
Consumer Non-Durables9.28%
Producer Manufacturing8.25%
Health Technology7.79%
Utilities6.08%
Consumer Durables5.10%
Energy Minerals4.87%
Communications4.59%
Non-Energy Minerals4.02%
Retail Trade3.91%
Electronic Technology3.47%
Process Industries3.35%
Transportation3.11%
Technology Services2.86%
Distribution Services2.21%
Commercial Services2.21%
Industrial Services2.02%
Consumer Services1.58%
Health Services0.15%
0.00%
Bonds, Cash & Other0.04%
Cash0.03%
Rights & Warrants0.01%
Stock breakdown by region
Europe65.05%
Asia27.08%
Oceania7.27%
Middle East0.60%
North America0.00%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history