DIM

WisdomTree International MidCap Dividend Fund
*Unless otherwise stated, data provided by FactSet.

DIM Fund Description

DIM tracks a dividend-weighted index of midcap companies that pay dividends, located in the developed world outside the US and Canada.

DIM Factset Analytics Insight

DIM holds midcap stocks that have paid dividends over the past year, weighted by the cash amount of dividends paid. It defines its midcap universe by excluding the 300 biggest dividend-paying companies and the bottom 25% of the remaining companies by market cap. It excludes Canada, but this is the only significant country bias. Weighting based on dividends can result in some significant deviations from our chosen benchmark index. Despite this, DIM delivers a very reasonable take on the space, albeit with fees on the above-average side. Trading volume is usually modest and spreads can be surprisingly wide. Enlist a market maker for block orders.

DIM MSCI ESG Analytics Insight

WisdomTree International MidCap Dividend Fund has an MSCI ESG Fund Rating of A based on a score of 6.81 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. WisdomTree International MidCap Dividend Fund ranks in the 83th percentile within its peer group and in the 69th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

DIM MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

DIM Charts And Performance

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Total Return Chart (%)
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PERFORMANCE [as of 02/26/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DIM -7.81% -6.08% -8.76% -1.28% 4.08% 3.03% 6.12%
DIM (NAV) -7.32% -5.08% -8.10% 0.36% 4.50% 3.35% 6.20%
MSCI World ex USA Mid Cap -6.86% -4.09% -6.60% 4.55% 5.66% 4.01% 6.43%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DIM Summary Data

WisdomTree
06/16/06
Open-Ended Fund
0.58%
$232.21M
$1.29M
0.14%

DIM Portfolio Data

$8.70B
15.54
1.37
3.53%
03/24/20
608

DIM Index Data

Dividends
Dividends
MSCI World ex USA Mid Cap

DIM Portfolio Management

0.58%
-0.34%
-0.21%
-0.44%

DIM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DIM Fund Structure

Open-Ended Fund
No
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

DIM Factset Analytics Block Liquidity

As of 02/27/20
5
4
3
2
1

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

DIM Tradability

19,880
$1.29M
14,891
$951.32K
0.14%
$0.09
-0.11%
0.82% / -2.13%
None
18.00%
50,000
0.30
0.16%
0.05%
0
$60.67
5

DIM Sector/Industry Breakdown


DIM
Segment Benchmark
24.52%
19.15%
19.62%
21.92%
15.54%
15.09%
10.77%
9.58%
8.89%
5.09%
5.83%
8.25%
5.52%
6.81%
3.26%
7.66%
3.03%
3.43%
3.02%
2.90%

DIM Top 10 Holdings[View All]

1.21%
1.01%
0.75%
0.71%
0.62%
0.62%
0.56%
0.56%
0.53%
0.53%
7.1%

DIM Countries


DIM
Segment Benchmark
25.26%
22.51%
16.92%
15.31%
8.78%
9.42%
7.65%
6.59%
5.64%
5.62%
5.03%
2.35%
4.24%
2.27%
3.43%
6.88%
3.22%
3.37%
2.40%
1.95%

DIM Regions


DIM
Segment Benchmark
57.93%
55.83%
41.21%
34.85%
0.54%
0.87%
0.32%
8.45%

DIM Economic Development


DIM
Segment Benchmark
100.00%
100.00%

DIM Performance Statistics

0.94
1.01
1.07
1.00
0.14%
MSCI World ex USA Mid Cap

DIM MSCI ESG Ratings

6.81 / 10
69.44
83.03
6.01%
9.08%
274.32

DIM Benchmark Comparison Holdings

608
568
351
46.06%

DIM Benchmark Comparison Summary


DIM
Segment Benchmark
608
568
$8.70B
$10.40B
15.54
18.73
1.37
1.78
3.95%
2.63%
Low
Low

DIM Benchmark Comparison Market Cap Size


DIM
Segment Benchmark
14.67%
23.32%
84.33%
76.08%
1.00%
0.60%
0.00%
0.00%