DWMF

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

DWMF Fund Description

DWMF is an actively managed portfolio of equities from developed market economies, excluding US and Canada selected by a proprietary methodology using various style factors.

DWMF Factset Analytics Insight

DWMF is an actively managed multi-factor fund covering developed ex-North American economies. The fund seeks to identify eligible equity securities that have the best potential for future returns, as determined by a quantitative model using proprietary measures of factors such as value, quality, momentum, and correlation. In addition, DWMF may dynamically hedge its currency risk against the US dollar using signals like interest rate differentials, momentum, and value, as applied to currencies. The fund generally holds midcap companies, but may also hold small-caps. DWMF will be rebalanced quarterly.

DWMF MSCI ESG Analytics Insight

WisdomTree International Multifactor Fund has an MSCI ESG Fund Rating of AA based on a score of 7.72 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 Multifactor Fund ranks in the 90th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 06/18/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DWMF 2.70% 6.02% 8.35% 16.07% -- -- --
DWMF (NAV) 0.91% 4.37% 7.02% 15.31% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

DWMF Summary Data

WisdomTree
08/10/18
Open-Ended Fund
0.38%
$37.37M
$292.72K
0.13%

DWMF Portfolio Data

$35.10B
19.96
1.81
2.17%
N/A
198

DWMF Index Data

No Underlying Index
Proprietary
Proprietary
N/A

DWMF Portfolio Management

0.38%
--
--
--

DWMF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DWMF Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

DWMF Factset Analytics Block Liquidity

As of 06/21/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DWMF. DWMF is rated a 4 out of 5.

DWMF Tradability

11,216
$292.72K
4,473
$116.01K
0.13%
$0.03
0.14%
1.28% / -1.31%
None
17.00%
100,000
0.04
0.08%
0.06%
0
$26.44
4

DWMF Top 10 Holdings[View All]

1.49%
1.43%
1.29%
1.23%
1.22%
1.19%
1.17%
1.10%
1.07%
1.04%
12.23%

DWMF Countries


DWMF
Segment Benchmark
26.95%
--
12.05%
--
8.74%
--
8.64%
--
8.10%
--
7.97%
--
5.56%
--
4.02%
--
3.78%
--
3.58%
--

DWMF Regions


DWMF
Segment Benchmark
53.78%
--
44.93%
--
1.29%
--

DWMF Economic Development


DWMF
Segment Benchmark
100.00%
--

DWMF Performance Statistics

--
--
--
--
0.00%
N/A

DWMF MSCI ESG Ratings

7.72 / 10
74.74
89.56
9.40%
8.94%
147.20

DWMF Benchmark Comparison Holdings

198
--
--
0.00%

DWMF Benchmark Comparison Summary


DWMF
Segment Benchmark
198
--
$35.10B
--
19.96
--
1.81
--
2.64%
--
Low
High

DWMF Benchmark Comparison Market Cap Size


DWMF
Segment Benchmark
63.21%
--
36.79%
--
0.00%
--
0.00%
--