DEWWisdomTree Global High Dividend Fund

Grow my money Get income20y track recordRanked #891 of 1,622 in this goal

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

By WisdomTree · Launched 2006

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$141M

#2,614 of 5,562 · mid-size

Return (1Y)Goal

+25.1%

Track Record

20 years

#308 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,338+23.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Factor

Dividend

Index tracked

WisdomTree Global High Dividend Index

What it actually holds

By weight

Concentration

Top 10 holdings = 14.8% of fund✓ well diversified

Exxon Mobil Corp

2.3%

Chevron Corp

1.8%

Johnson & Johnson

1.8%

AbbVie Inc

1.4%

HSBC Holdings PLC

1.3%

Philip Morris International In

1.3%

Merck & Co Inc

1.2%

Altria Group Inc

1.2%

Intesa Sanpaolo SpA

1.2%

Nestle SA

1.2%

Asset allocation

Stocks

100.0%

By sector

Financial Services

24.9%

Energy

15.5%

Real Estate

11.6%

Utilities

11.2%

Healthcare

9.6%

Consumer Defensive

8.8%

Industrials

4.9%

Communication

4.3%

Other

9.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

9.7%Low

Year-on-year price swings

Max drawdown

-38.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.70Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Global High Dividend Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Global High Dividend Index using representative sampling of high dividend-yielding companies from the global dividend-paying universe.
Inception date: June 16, 2006
Fund family: WisdomTree