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 ex-US economies, selected by a proprietary methodology using various style factors.

DWMF Factset Analytics Insight

DWMF is an actively managed multi-factor fund covering developed ex-US 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 7.58 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 92nd percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

DWMF Charts And Performance

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PERFORMANCE [as of 09/29/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
DWMF -0.23% 4.44% -4.67% -1.11% -- -- --
DWMF (NAV) 0.02% 4.80% -4.60% -1.43% -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI World ex USA IMI -2.05% 6.66% -6.18% 1.34% 0.92% 6.16% 4.67%
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%
$47.95M
$98.88K
0.15%

DWMF Portfolio Data

$30.27B
17.84
1.74
2.03%
09/22/20
202

DWMF Index Data

No Underlying Index
Proprietary
Proprietary
MSCI World ex USA IMI

DWMF Portfolio Management

0.38%
--
--
--

DWMF Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DWMF Fund Structure

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

DWMF Factset Analytics Block Liquidity

As of 09/30/20
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

4,111
$98.88K
3,632
$88.00K
0.15%
$0.04
0.39%
4.50% / -2.62%
None
--
100,000
0.04
0.08%
0.08%
0
$24.01
4

DWMF Sector/Industry Breakdown


DWMF
Segment Benchmark
18.59%
11.68%
16.55%
10.47%
15.41%
20.89%
12.90%
15.83%
8.00%
11.86%
7.97%
3.33%
7.62%
3.67%
5.98%
8.65%
5.86%
9.23%
1.11%
4.37%

DWMF Top 10 Holdings[View All]

1.69%
1.60%
1.57%
1.27%
1.19%
1.15%
1.10%
1.06%
1.04%
1.01%
12.68%

DWMF Countries


DWMF
Segment Benchmark
28.17%
23.30%
13.71%
13.03%
9.83%
8.71%
8.36%
8.75%
7.29%
6.34%
6.09%
8.19%
5.22%
2.84%
3.96%
1.17%
3.44%
2.12%
2.92%
3.74%

DWMF Regions


DWMF
Segment Benchmark
51.42%
55.64%
46.02%
34.02%
1.37%
9.83%
1.19%
0.51%

DWMF Economic Development


DWMF
Segment Benchmark
100.00%
100.00%

DWMF Performance Statistics

0.92
0.73
0.65
0.78
0.50%
MSCI World ex USA IMI

DWMF MSCI ESG Ratings

7.58 / 10
85.30
91.55
10.56%
8.66%
146.63

DWMF Benchmark Comparison Holdings

202
3474
197
18.47%

DWMF Benchmark Comparison Summary


DWMF
Segment Benchmark
202
3474
$30.27B
$54.49B
17.84
25.08
1.74
1.48
3.13%
3.13%
Low
Low

DWMF Benchmark Comparison Market Cap Size


DWMF
Segment Benchmark
55.95%
69.08%
41.89%
22.11%
2.16%
7.65%
0.00%
1.16%