WisdomTree International Equity Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The fund seeks investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index of Europe, Far East Asia and Australasia Index, a dividend-weighted version of the benchmark MSCI EAFE index. |
Category | International Equities |
Fund Sponsor | WisdomTree |
Website | www.wisdomtree.com |
Inception date | Jun 16, 2006 |
Assets (mns) | $607 |
Currency | USD |
Expense ratio | 48 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Dividend |
Index replication | Optimized |
Uses derivatives | No |
Options available | No |
No. of constituents | 717 |
Wgt avg mkt cap (mns) | $69,902 |
Large cap (>$10bn) | 80.2% |
Mid cap ($2-10bn) | 15.1% |
Small cap (<$2bn) | 3.8% |
Developed mkts | 99.4% |
Emerging mkts | 0.1% |
NOVARTIS AG-REG | 2.5 % |
NESTLE SA-REG | 2.1 % |
ROCHE HOLDING AG-GENUSSCHEIN | 1.9 % |
FORTESCUE METALS GROUP LTD | 1.6 % |
GLAXOSMITHKLINE PLC | 1.5 % |
BRITISH AMERICAN TOBACCO PLC | 1.3 % |
SANOFI-AVENTIS | 1.2 % |
RIO TINTO PLC | 1.2 % |
SOFTBANK CORP. | 1.1 % |
ALLIANZ SE-REG | 1.0 % | Total | 15.4 % |
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JAPAN | 23.9 % |
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BRITAIN | 12.0 % |
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SWITZERLAND | 11.9 % |
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GERMANY | 10.1 % |
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AUSTRALIA | 8.9 % |
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FRANCE | 6.7 % |
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HONG KONG | 5.1 % |
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SPAIN | 2.9 % |
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ITALY | 2.3 % |
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SINGAPORE | 2.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-2.4% | -2.4% | 5.1% | 4.3% | 3.5% |
versus... | Beta | R-squared |
S&P500 | 0.85 | 81% |
MSCI EAFE | 0.93 | 97% |
MSCI Emg. Mkts. | 0.74 | 79% |
Recent close | $52.14 |
30d moving avg. | $51.19 |
Annualized volatility | 17.7% |
Short interest (ETF) | 0.0% |
Relative strength (RSI) | 62 |
Avg. volume (thou.) | 43 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.18% |
ADV underlying (mns) | $45,381 |
FINDING ALTERNATIVE FUNDS
Below is a list of 97 potential alternatives to the WisdomTree International Equity Fund ETF based on the alternatives' overlap in portfolio holdings with DWM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | DWM | Expense: | 48 bp | ALTAR Score™: | 7.2% |
Ticker | Fund Name |
Overlap1 vs DWM (%) |
Expense ratio (bp) |
Savings vs DWM (bp) |
ALTAR Score™ (%) |
ALTAR vs DWM (%) |
DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | 88.0 | 40 | 8 | 7.2 | +0.1 |
DFAI | Dimensional International Core Equity Market ETF | 79.8 | 18 | 30 | 6.4 | -0.8 |
DOL | WisdomTree International LargeCap Dividend Fund | 73.0 | 48 | 0 | 7.2 | -0.0 |
EFA | iShares MSCI EAFE ETF | 55.9 | 32 | 16 | 6.2 | -0.9 |
GSID | Goldman Sachs MarketBeta International Equity ETF | 55.1 | 20 | 28 | 6.3 | -0.9 |
DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 55.1 | 35 | 13 | 6.1 | -1.1 |
EFAX | SPDR MSCI EAFE Fossil Fuel Free ETF | 54.8 | 20 | 28 | 6.4 | -0.8 |
DTH | WisdomTree International High Dividend Fund | 53.9 | 58 | -10 | 8.8 | +1.6 |
HFXI | IQ 50 Percent Hedged FTSE International ETF | 53.5 | 20 | 28 | 6.4 | -0.7 |
PBDM | Invesco PureBeta FTSE Developed ex-North America ETF | 52.7 | 7 | 41 | 6.5 | -0.6 |
IEFA | iShares Core MSCI EAFE ETF | 52.4 | 7 | 41 | 6.5 | -0.7 |
ESGD | iShares MSCI EAFE ESG Optimized ETF | 52.1 | 20 | 28 | 6.2 | -1.0 |
BKIE | BNY Mellon International Equity ETF | 51.4 | 4 | 44 | 6.6 | -0.6 |
EFV | iShares MSCI EAFE Value ETF | 50.5 | 39 | 9 | 8.4 | +1.3 |
IQSI | IQ Candriam ESG International Equity ETF | 50.2 | 15 | 33 | 6.4 | -0.8 |
QEFA | SPDR MSCI EAFE Quality Mix ETF | 50.0 | 30 | 18 | 6.0 | -1.2 |
JHMD | John Hancock Multifactor Developed International ETF | 49.9 | 39 | 9 | 6.6 | -0.6 |
SCHF | Schwab International Equity ETF | 49.6 | 6 | 42 | 6.5 | -0.7 |
IDEV | iShares Core MSCI International Developed Markets ETF | 48.3 | 5 | 43 | 6.5 | -0.7 |
PXF | Invesco FTSE RAFI Developed Markets ex-U.S. ETF | 48.1 | 45 | 3 | 7.7 | +0.5 |
PDEV | Principal International Multi-Factor Core Index ETF | 47.4 | 25 | 23 | 7.1 | -0.1 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 45.9 | 4 | 44 | 6.2 | -1.0 |
VEA | Vanguard FTSE Developed Markets ETF | 45.5 | 5 | 43 | 6.6 | -0.6 |
GSIE | Goldman Sachs ActiveBeta International Equity ETF | 45.2 | 25 | 23 | 6.0 | -1.2 |
MFDX | PIMCO RAFI Dynamic Multi-Factor International Equity ETF | 44.7 | 39 | 9 | 5.6 | -1.6 |
FLEE | Franklin FTSE Europe ETF | 43.9 | 9 | 39 | 6.5 | -0.7 |
FLEH | Franklin FTSE Europe Hedged ETF | 43.8 | 9 | 39 | 6.5 | -0.7 |
BBEU | JPMorgan BetaBuilders Europe ETF | 43.5 | 9 | 39 | 6.7 | -0.5 |
DBEU | Xtrackers MSCI Europe Hedged Equity ETF | 43.4 | 45 | 3 | 6.0 | -1.2 |
IEUR | iShares Core MSCI Europe ETF | 43.4 | 9 | 39 | 6.6 | -0.6 |
FNDF | Schwab Fundamental International Large Co. Index ETF | 43.2 | 25 | 23 | 7.7 | +0.5 |
IEV | iShares Europe ETF | 43.2 | 59 | -11 | 6.3 | -0.9 |
SPEU | SPDR Portfolio Europe ETF | 43.1 | 9 | 39 | 6.8 | -0.4 |
CEFA | Global X S&P Catholic Values Developed ex-U.S. ETF | 42.9 | 35 | 13 | 6.0 | -1.2 |
VGK | Vanguard FTSE Europe ETF | 42.8 | 8 | 40 | 6.8 | -0.4 |
VYMI | Vanguard International High Dividend Yield ETF | 42.2 | 27 | 21 | 9.0 | +1.9 |
RESD | WisdomTree International ESG Fund | 40.1 | 30 | 18 | 6.5 | -0.7 |
CWI | SPDR MSCI ACWI ex-US ETF | 40.0 | 30 | 18 | 6.2 | -1.0 |
CIL | VictoryShares International Volatility Weighted Index ETF | 39.8 | 45 | 3 | 6.4 | -0.8 |
CIZ | VictoryShares Developed Enhanced Volatility Weighted Index E | 39.7 | 45 | 3 | 6.4 | -0.8 |
VSGX | Vanguard ESG International Stock ETF | 39.1 | 17 | 31 | 6.3 | -0.9 |
ACWX | iShares MSCI ACWI ex U.S. ETF | 39.0 | 32 | 16 | 6.3 | -0.9 |
EASG | Xtrackers MSCI EAFE ESG Leaders Equity ETF | 38.9 | 14 | 34 | 6.1 | -1.1 |
VWID | Virtus WMC International Dividend ETF | 38.6 | 49 | -1 | 7.4 | +0.2 |
GSEU | Goldman Sachs ActiveBeta Europe Equity ETF | 38.4 | 25 | 23 | 5.9 | -1.3 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 38.4 | 40 | 8 | 6.1 | -1.1 |
VEU | Vanguard FTSE All-World ex-US Index Fund | 37.8 | 8 | 40 | 6.7 | -0.5 |
ISDX | Invesco RAFI Strategic Developed ex-US ETF | 37.4 | 23 | 25 | 6.3 | -0.9 |
IQIN | IQ 500 International ETF | 37.1 | 25 | 23 | 7.7 | +0.5 |
TLTD | FlexShares Morningstar Developed Markets ex-US Factor Tilt | 36.5 | 39 | 9 | 7.4 | +0.3 |
IXUS | ishares Core MSCI Total International Stock ETF | 35.7 | 9 | 39 | 6.4 | -0.8 |
DMXF | iShares ESG Advanced MSCI EAFE ETF | 35.4 | 12 | 36 | 6.2 | -1.0 |
PQIN | PGIM QMA Strategic Alpha International Equity ETF | 35.0 | 29 | 19 | 7.1 | -0.1 |
ISZE | iShares Edge MSCI Intl Size Factor ETF | 34.8 | 30 | 18 | 6.3 | -0.9 |
IQLT | iShares Edge MSCI Intl Quality Factor ETF | 34.7 | 30 | 18 | 5.2 | -2.0 |
AVDE | Avantis International Equity ETF | 34.7 | 23 | 25 | 6.9 | -0.3 |
ACSG | Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF | 32.6 | 16 | 32 | 6.0 | -1.2 |
IPAC | iShares Core MSCI Pacific ETF | 31.7 | 9 | 39 | 6.3 | -0.9 |
DOO | WisdomTree International Dividend ex-Financials Fund | 31.4 | 58 | -10 | 7.7 | +0.5 |
IVLU | iShares Edge MSCI Intl Value Factor ETF | 31.4 | 30 | 18 | 10.0 | +2.9 |
TPIF | Timothy Plan International ETF | 31.3 | 62 | -14 | 6.1 | -1.1 |
EFAV | iShares Edge MSCI Min Vol EAFE ETF | 31.1 | 20 | 28 | 5.0 | -2.2 |
EUDG | WisdomTree Europe Quality Dividend Growth Fund | 31.1 | 58 | -10 | 6.5 | -0.7 |
DEEF | Xtrackers FTSE Developed ex US Comprehensive Factor ETF | 30.9 | 24 | 24 | 6.5 | -0.7 |
VPL | Vanguard FTSE Pacific ETF | 30.8 | 8 | 40 | 6.4 | -0.8 |
HDAW | Xtrackers MSCI All World ex US High Dividend Yield Equity ET | 30.4 | 20 | 28 | 9.4 | +2.3 |
RNDM | First Trust Developed International Equity Select ETF | 30.2 | 65 | -17 | 5.7 | -1.5 |
RBIN | Nationwide Risk-Based International Equity ETF | 30.1 | 42 | 6 | 6.0 | -1.1 |
VXUS | Vanguard Total International Stock ETF | 29.8 | 8 | 40 | 6.6 | -0.6 |
HDEF | Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF | 29.8 | 20 | 28 | 8.4 | +1.2 |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | 29.8 | 29 | 19 | 7.3 | +0.1 |
JPIN | JPMorgan Diversified Return International Equity ETF | 29.0 | 37 | 11 | 7.0 | -0.2 |
FDEV | Fidelity Targeted International Factor ETF | 28.9 | 39 | 9 | 6.2 | -1.0 |
QLVD | FlexShares Developed Markets ex-US Quality Low Volatility Id | 28.6 | 32 | 16 | 5.7 | -1.5 |
EFG | iShares MSCI EAFE Growth ETF | 27.8 | 40 | 8 | 4.1 | -3.1 |
IDLB | Invesco FTSE International Low Beta Equal Weight ETF | 27.3 | 45 | 3 | 6.1 | -1.1 |
IDLV | Invesco S&P International Developed Low Volatility ETF | 27.3 | 25 | 23 | 6.2 | -1.0 |
FIVA | Fidelity International Value Factor ETF | 26.9 | 39 | 9 | 8.8 | +1.6 |
HDMV | First Trust Horizon Managed Volatility Developed Intl ETF | 26.7 | 80 | -32 | 6.0 | -1.2 |
NUDM | Nuveen ESG International Developed Markets Equity ETF | 26.7 | 40 | 8 | 5.9 | -1.3 |
DEW | WisdomTree Global High Dividend Fund | 26.4 | 58 | -10 | 8.8 | +1.6 |
IQDE | FlexShares International Quality Dividend Defensive Index ET | 25.2 | 47 | 1 | 7.8 | +0.6 |
DBEZ | Xtrackers MSCI Eurozone Hedged Equity ETF | 25.0 | 45 | 3 | 6.0 | -1.1 |
QINT | American Century Quality Diversified International ETF | 24.7 | 39 | 9 | 5.7 | -1.5 |
IQDF | FlexShares International Quality Dividend Index Fund | 24.2 | 47 | 1 | 7.9 | +0.7 |
DWMF | WisdomTree International Multifactor Fund | 24.1 | 38 | 10 | 6.2 | -1.0 |
OEUR | O'shares FTSE Europe Quality Dividend ETF | 24.0 | 48 | 0 | 5.1 | -2.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 23.8 | 30 | 18 | 5.4 | -1.8 |
IDHQ | Invesco S&P International Developed Quality ETF | 23.6 | 29 | 19 | 4.7 | -2.5 |
EZU | iShares MSCI Eurozone ETF | 23.4 | 51 | -3 | 6.0 | -1.2 |
EURZ | Xtrackers Eurozone Equity ETF | 23.4 | 9 | 39 | 6.6 | -0.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 23.3 | 42 | 6 | 4.6 | -2.6 |
IGRO | iShares International Dividend Growth ETF | 23.2 | 15 | 33 | 7.0 | -0.2 |
IQDY | FlexShares International Quality Dividend Dynamic Index Fund | 22.3 | 47 | 1 | 8.2 | +1.0 |
LVHI | Legg Mason International Low Volatility High Dividend ETF | 22.2 | 40 | 8 | 9.0 | +1.8 |
RFDI | First Trust Riverfront Dynamic Developed International ETF | 22.1 | 83 | -35 | 5.1 | -2.1 |
IDOG | ALPS International Sector Dividend Dogs ETF | 21.7 | 50 | -2 | 8.2 | +1.0 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
WisdomTree International Equity Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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