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DNLWisdomTree Global ex-U.S. Quality Growth Fund

Grow my money20y track recordRanked #669 of 2,992 in this goal

Tracks the price and yield performance of the WisdomTree Global ex-U.S. Quality Growth Index.

By WisdomTree · Launched 2006

Annual Cost

0.42%

#2,092 of 5,854 · average

Fund Size

$487M

#1,608 of 5,854 · large

Return (1Y)Goal

+16.2%

Track Record

20 years

#301 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,739+17.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index enhanced

Factor

Multifactor

Index tracked

WisdomTree Global ex-US Quality Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 37.3% of fundwell diversified

Taiwan Semiconductor Manufacturing Co., Ltd.
9.3%
ASML Holding N.V.
6.0%
TENCENT HOLDINGS LTD
4.7%
AstraZeneca PLC
3.4%
LVMH Moet Hennessy Louis Vuitton SE
3.4%
Hermes International
2.6%
Industria De Diseno Textil SA
2.2%
Shopify Inc
2.1%
Fast Retailing Co Ltd.
1.9%
Safran SA
1.8%

Asset allocation

Stocks
100.0%

By sector

Technology
36.9%
Consumer Cyclical
18.1%
Industrials
15.6%
Healthcare
10.0%
Communication
6.0%
Energy
5.1%
Financial Services
3.9%
Basic Materials
2.8%
Other
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.2%Moderate

Year-on-year price swings

Max drawdown
-34.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.40Below average
Sortino (3Y)
0.58Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree Global ex-U.S. Quality Growth Index.
Strategy
Employs a passive management approach to track the WisdomTree Global ex-U.S. Quality Growth Index, investing primarily in large- and mid-cap companies globally ex-U.S. that exhibit growth and quality characteristics. The Fund uses representative sampling to achieve its investment objective, maintaining similar risk and return characteristics to the Index.
Inception date
June 16, 2006
Fund family
WisdomTree

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Data updated on 2026-08-03