DEMWisdomTree Emerging Markets High Dividend Fund

Grow my money Get income18y track recordRanked #384 of 1,622 in this goal

Seeks to track the price and yield performance of the WisdomTree Emerging Markets High Dividend Index.

By WisdomTree · Launched 2007

Annual Cost

0.63%

#3,206 of 5,562 · average

Fund Size

$4.0B

#488 of 5,562 · large

Return (1Y)Goal

+29.7%

Track Record

18 years

#510 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,488+34.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

WisdomTree Emerging Markets High Dividend Index

What it actually holds

By weight

Concentration

Top 10 holdings = 23.9% of fund✓ well diversified

China Construction Bank Corp

4.3%

WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX

3.8%

ICBC

2.7%

MediaTek Inc

2.6%

Saudi Arabian Oil Co

1.9%

PING AN

1.9%

DREY INST PREF GOV MM-MDSVXX

1.8%

Grupo Financiero Banorte SAB d

1.7%

Industrial Bank Co Ltd

1.6%

ORLEN SA

1.5%

Asset allocation

Stocks

100.0%

By sector

Financial Services

23.9%

Technology

22.1%

Energy

10.3%

Industrials

9.8%

Consumer Defensive

7.2%

Consumer Cyclical

6.6%

Basic Materials

5.6%

Utilities

4.6%

Other

9.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.2%Moderate

Year-on-year price swings

Max drawdown

-37.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.96Decent risk-adjusted returns

Sortino (3Y)

1.40Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Emerging Markets High Dividend Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Emerging Markets High Dividend Index using representative sampling. Invests in high dividend-yielding common stocks from emerging markets, weighted by dividends paid.
Inception date: July 13, 2007
Fund family: WisdomTree