DDWMWisdomTree Dynamic International Equity ETF

Grow my money10y track recordRanked #506 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree Dynamic International Equity Index.

By WisdomTree · Launched 2016

Annual Cost

0.40%

#2,058 of 5,562 · average

Fund Size

$1.4B

#909 of 5,562 · large

Return (1Y)Goal

+20.9%

Track Record

10 years

#1,385 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,502+25.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

WisdomTree Dynamic International Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.5% of fund✓ well diversified

HSBC Holdings PLC

1.5%

Toyota Motor Corp

1.3%

Nestle SA

1.2%

Intesa Sanpaolo SpA

1.2%

Novartis AG

1.2%

LVMH Moet Hennessy Louis Vuitt

1.1%

Roche Holding AG

1.1%

BBVA

0.9%

Shell PLC

0.9%

British American Tobacco PLC

0.9%

Asset allocation

Stocks

100.0%

By sector

Industrials

21.1%

Financial Services

20.7%

Consumer Cyclical

10.6%

Technology

9.0%

Healthcare

8.6%

Consumer Defensive

7.3%

Basic Materials

5.5%

Communication

5.4%

Other

11.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.0%Moderate

Year-on-year price swings

Max drawdown

-35.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.54Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Dynamic International Equity Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Dynamic International Equity Index. Invests in a sample of securities in the Index, focusing on dividend-paying companies in the industrialized world, excluding Canada and the U.S., while dynamically hedging currency exposure.
Inception date: January 7, 2016
Fund family: WisdomTree