DWMWisdomTree International Equity Fund

Grow my money20y track recordRanked #852 of 2,960 in this goal

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

By WisdomTree · Launched 2006

Annual Cost

0.48%

#2,335 of 5,562 · average

Fund Size

$678M

#1,349 of 5,562 · large

Return (1Y)Goal

+22.9%

Track Record

20 years

#308 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,473+24.7%

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 International Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.4% of fund✓ well diversified

HSBC Holdings PLC

1.5%

Toyota Motor Corp

1.3%

Intesa Sanpaolo SpA

1.2%

Nestle SA

1.2%

Novartis AG

1.1%

LVMH Moet Hennessy Louis Vuitt

1.1%

Roche Holding AG

1.1%

Shell PLC

0.9%

BBVA

0.9%

British American Tobacco PLC

0.9%

Asset allocation

Stocks

100.0%

By sector

Industrials

21.2%

Financial Services

20.8%

Consumer Cyclical

10.6%

Technology

8.9%

Healthcare

8.5%

Consumer Defensive

7.3%

Basic Materials

5.5%

Communication

5.4%

Other

11.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.5%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)

1.42Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree International Equity Index.
Strategy: Employs a passive management approach designed to track the WisdomTree International Equity Index using representative sampling. The Index is comprised of companies in the industrialized world, excluding Canada and the U.S., that pay regular cash dividends.
Inception date: June 16, 2006
Fund family: WisdomTree