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DWMWisdomTree International Equity Fund

Grow my money20y track recordRanked #874 of 2,999 in this goal

Tracks the price and yield performance of the WisdomTree International Equity Index.

By WisdomTree · Launched 2006

Annual Cost

0.48%

#2,404 of 5,861 · average

Fund Size

$663M

#1,399 of 5,861 · large

Return (1Y)Goal

+22.0%

Track Record

20 years

#301 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,499+25.0%

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 tracking

Factor

Dividend

Index tracked

WisdomTree International Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.2% of fundwell diversified

HSBC Holdings PLC
1.5%
Novartis AG
1.3%
Toyota Motor Corp.
1.2%
Shell PLC
1.2%
NESTLE' CAPITAL MARKETS SA
1.2%
Intesa Sanpaolo S.p.A.
1.1%
Roche Holding AG
1.1%
British American Tobacco PLC
0.9%
Equinor ASA
0.9%
WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUNDWTGXX
0.8%

Asset allocation

Stocks
100.0%

By sector

Financial Services
21.7%
Industrials
20.9%
Consumer Cyclical
10.3%
Technology
9.3%
Healthcare
8.5%
Consumer Defensive
7.5%
Utilities
5.3%
Basic Materials
5.2%
Other
11.3%

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)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree International Equity Index.
Strategy
Employs a passive management approach to track the WisdomTree International Equity Index, investing in companies in the industrialized world that pay dividends. Significant exposure to Financials and Industrials sectors, with a focus on companies in Europe and Japan.
Inception date
June 16, 2006
Fund family
WisdomTree

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Data updated on 2026-08-04