GULF

WisdomTree Middle East Dividend Fund
*Unless otherwise stated, data provided by FactSet.

GULF Fund Description

GULF tracks a dividend-weighted index of investable companies from Kuwait, Qatar, UAE, Egypt, Morocco, Oman and Jordan.

GULF Factset Analytics Insight

GULF offers good coverage but isn’t easy to trade. In fairness, the fund’s underlying market is far from liquid, which hurts its ability to trade it in size. GULF aligns well with our cap-weighted benchmark despite its yield focus. Gulf state banks dominate here although GULF is slightly more diversified than our benchmark in its sector alignment. Trade the fund with limit orders or contact the issuer for larger orders. Fund assets are modest but viable.

GULF MSCI ESG Analytics Insight

WisdomTree Middle East Dividend Fund has an MSCI ESG Fund Rating of B based on a score of 2.65 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 Middle East Dividend Fund ranks in the 6th percentile within its peer group and in the 1st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

GULF 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.

GULF Charts And Performance

Price Chart ($)
Total Return Chart (%)
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PERFORMANCE [as of 11/20/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
GULF 1.24% -3.31% 7.41% 10.01% 10.29% 0.41% 6.88%
GULF (NAV) 1.30% -2.42% 7.88% 8.29% 10.15% 0.42% 7.18%
WisdomTree Middle East Dividend Index -- -- -- -- -- -- 7.18%
MSCI Arabian Markets ex Saudi Arabia Index -0.33% -0.21% 7.30% 6.13% 7.11% -1.13% 3.73%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

GULF Summary Data

WisdomTree
07/16/08
Open-Ended Fund
0.88%
$19.73M
$74.98K
1.69%

GULF Portfolio Data

$21.32B
12.81
1.61
3.73%
12/23/19
99

GULF Index Data

Dividends
Dividends
MSCI Arabian Markets ex Saudi Arabia Index

GULF Portfolio Management

0.88%
-1.13%
-0.91%
-1.49%

GULF Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

GULF Fund Structure

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

GULF Factset Analytics Block Liquidity

As of 11/21/19
5
4
3
2
1

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

GULF Tradability

3,862
$74.98K
2,162
$41.92K
1.69%
$0.33
0.00%
3.12% / -2.78%
None
0.00%
100,000
0.02
0.25%
2.97%
0
$19.74
1

GULF Sector/Industry Breakdown


GULF
Segment Benchmark
66.96%
72.03%
13.07%
11.30%
6.32%
3.78%
5.14%
7.64%
3.35%
2.14%
2.09%
1.42%
1.87%
1.70%
0.94%
--
0.26%
--

GULF Top 10 Holdings[View All]

7.48%
7.45%
4.70%
4.48%
4.48%
3.82%
3.51%
3.13%
3.04%
2.66%
44.75%

GULF Countries


GULF
Segment Benchmark
25.42%
--
25.14%
35.52%
22.09%
24.96%
13.00%
20.04%
3.53%
5.44%
3.27%
3.87%
3.25%
6.53%
2.88%
0.73%
1.42%
0.99%
--
0.44%

GULF Regions


GULF
Segment Benchmark
100.00%
100.00%

GULF Economic Development


GULF
Segment Benchmark
100.00%
100.00%

GULF Performance Statistics

0.80
0.90
0.73
1.04
0.28%
MSCI Arabian Markets ex Saudi Arabia Index

GULF MSCI ESG Ratings

B
2.65 / 10
0.94
5.66
0.83%
0.68%
209.94

GULF Benchmark Comparison Holdings

99
60
34
59.02%

GULF Benchmark Comparison Summary


GULF
Segment Benchmark
99
60
$21.32B
$19.79B
12.81
12.64
1.61
1.74
4.80%
4.16%
Medium
High

GULF Benchmark Comparison Market Cap Size


GULF
Segment Benchmark
49.60%
47.61%
41.84%
44.21%
7.86%
7.99%
0.70%
0.19%