DOLWisdomTree International LargeCap Dividend Fund
DOL Fund Description
DOL tracks a dividend-weighted index that measures the performance of dividend-paying large-cap companies outside Canada and the US.
DOL Factset Analytics Insight
DOL delivers a broad and high-yielding basket of international (ex-US and Canada) stocks, with the aim to prioritize growth potential and income focus. The fund constructs its large-cap universe by taking the 300 largest companies from the WisdomTree International Equity Index. It then selects and weights stocks by dividends, leading to small sector biases in its portfolio and making slight departures from a purely market-like exposure. Additionally, the fund applies a composite risk factor screen based on financial quality metrics and momentum factor in order to eliminate companies that have potential higher risk. DOL caps both country and sector weights at 25%. The index is reconstituted and rebalanced on an annual basis.
DOL MSCI ESG Analytics Insight
WisdomTree International LargeCap Dividend Fund has an MSCI ESG Fund Rating of AA based on a score of 8.10 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 LargeCap Dividend Fund ranks in the 92nd percentile within its peer group and in the 81st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DOL 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.
DOL Summary Data
DOL Portfolio Data
DOL Index Data
DOL Portfolio Management
DOL Tax Exposures
DOL Fund Structure
DOL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DOL. DOL is rated a 4 out of 5.
DOL Sector/Industry Breakdown
DOL Top 10 Holdings[View All]
DOL Economic Development
DOL Performance Statistics
DOL MSCI ESG Ratings
DOL Benchmark Comparison Summary
DOL Benchmark Comparison Market Cap Size