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
Stocks99.88%
Finance25.67%
Consumer Non-Durables9.28%
Producer Manufacturing8.26%
Health Technology7.59%
Utilities6.29%
Consumer Durables4.93%
Communications4.74%
Energy Minerals4.73%
Non-Energy Minerals3.83%
Retail Trade3.81%
Electronic Technology3.65%
Process Industries3.36%
Transportation3.09%
Technology Services2.69%
Industrial Services2.11%
Distribution Services2.11%
Commercial Services2.08%
Consumer Services1.52%
Health Services0.14%
Bonds, Cash & Other0.12%
Cash0.12%
Stock breakdown by region
Europe66.03%
Asia26.64%
Oceania6.50%
Middle East0.60%
North America0.21%
Africa0.02%
Latin America0.00%
Top 10 holdings
Dividends
Dividend payout history