DEWWisdomTree Global High Dividend Fund
Tracks the price and yield performance of the WisdomTree Global High Dividend Index.
By WisdomTree · Launched 2006
Annual Cost
0.58%
#3,048 of 5,861 · average
Fund Size
$140M
#2,677 of 5,861 · mid-size
Return (1Y)Goal
+29.2%
Track Record
20 years
#301 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,062+30.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 16.1% of fund✓ well diversified
Exxon Mobil Corp.
3.0%
CHEVRON CORP
2.3%
Johnson & Johnson
2.0%
Merck & Co., Inc
1.3%
Altria Group, Inc.
1.3%
AbbVie Inc.
1.3%
HSBC Holdings PLC
1.3%
Philip Morris International Inc.
1.2%
Shell PLC
1.2%
AT&T Inc
1.1%
Asset allocation
Stocks
100.0%
By sector
Financial Services
25.8%
Energy
14.5%
Real Estate
11.7%
Utilities
11.5%
Healthcare
10.2%
Consumer Defensive
8.8%
Industrials
5.0%
Communication
4.0%
Other
8.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.6%Low
Year-on-year price swings
Max drawdown
-39.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.26Strong risk-adjusted returns
Sortino (3Y)
1.82Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree Global High Dividend Index.
- Strategy
- Employs a passive management approach to track high dividend-yielding companies across U.S., developed, and emerging markets. The Fund uses representative sampling to achieve its investment objective, focusing on companies with market capitalizations of at least $2 billion and significant exposure to the Financials Sector.
- Inception date
- June 16, 2006
- Fund family
- WisdomTree
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Data updated on 2026-08-04