DXGE

WisdomTree Germany Hedged Equity Fund
B

63
*Unless otherwise stated, data provided by FactSet.

DXGE Fund Description

The WisdomTree Germany Hedged Equity ETF tracks a dividend-weighted index of German companies. The fund fully hedges exposure to the euro for US investors.

DXGE Factset Analytics Insight

WisdomTree's DXGE targets the export-heavy German economy with a currency-hedged approach. DXGE's methodology is similar to WisdomTree's blockbuster fund, DXJ, screening out companies that derive more than 80% of their revenues from within their own borders and weighting its constituents based on dividends. DXGE then neutralizes exposure to the euro using currency forwards and futures contracts. DXGE has a value bias, but its basket doesn't look radically different from our benchmark, though it makes a lot of small sector bets. The currency hedge means its performance hasn't reflected the neutral market. The fund trades well, with decent volume and small average spread, while underlying liquidity is excellent for larger investors. The fund is a standout in terms of Efficiency, with a reasonable fee and far lower realized holding costs thanks to close tracking and a successful securities lending program.

DXGE MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of July 17, 2018 the WisdomTree Germany Hedged Equity Fund MSCI ESG Fund Quality Score is 6.72 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. DXGE ranks in the 32nd percentile within its peer group and in the 88th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

DXGE CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 07/12/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DXGE -3.25% -1.50% -3.34% 1.70% 5.36% -- --
DXGE (NAV) -3.29% -1.45% -3.45% 1.82% 5.61% -- --
WisdomTree Germany Hedged Equity Index -3.69% -1.42% -3.95% 2.88% 5.69% -- --
MSCI Germany Investable Markets -3.54% -4.69% -5.51% 3.32% 5.71% 6.83% 3.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DXGE Top 10 Countries

DXGE Top 10 Sectors

DXGE Top 10 Holdings [View All]

DXGE Summary Data

WisdomTree
10/17/13
Open-Ended Fund
0.48%
$79.22M
$421.06K
0.09%

DXGE Portfolio Data

$52.88B
13.56
1.76
3.47%
09/25/18
87

DXGE Index Data

Dividends
Fundamental
MSCI Germany Investable Markets

DXGE Portfolio Management

0.48%
-0.28%
-0.14%
-0.59%

DXGE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DXGE Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

DXGE Factset Analytics Block Liquidity

As of 07/18/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DXGE. DXGE is rated a 1 out of 5.

DXGE Tradability

13,378
$421.06K
8,706
$281.41K
0.09%
$0.03
-0.01%
1.85% / -3.51%
None
31.00%
50,000
0.17
0.05%
8.35%
--
$30.71
1

DXGE Sector/Industry Breakdown


DXGE
Segment Benchmark
25.52%
18.07%
16.99%
16.50%
16.82%
17.16%
15.89%
14.82%
7.71%
12.62%
5.84%
11.60%
5.17%
3.05%
4.46%
3.98%
1.49%
1.02%

DXGE TOP 10 HOLDINGS[View All]

6.22%
5.79%
5.75%
5.64%
5.60%
5.38%
5.18%
4.35%
3.45%
3.29%
50.65%

DXGE Countries


DXGE
Segment Benchmark
98.20%
99.47%
1.80%
--
--
0.53%

DXGE Regions


DXGE
Segment Benchmark
100.00%
99.47%
--
0.53%

DXGE Economic Development


DXGE
Segment Benchmark
100.00%
100.00%

DXGE Performance Statistics

0.72
0.78
0.80
0.84
0.45%
MSCI Germany Investable Markets

DXGE MSCI ESG Ratings

6.72 / 10
32.29
87.53
16.72%
5.34%
178.11

DXGE BENCHMARK COMPARISON HOLDINGS

87
--
--
--

DXGE BENCHMARK COMPARISON SUMMARY


DXGE
Segment Benchmark
87
--
$52.88B
--
13.56
--
1.76
--
3.40%
--
--
--

DXGE BENCHMARK COMPARISON MARKET CAP SIZE


DXGE
Segment Benchmark
--
--
--
--
--
--
--
--