Morningstar

WisdomTree International Equity ETF DWM

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis DWM

Will DWM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DWM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DWM’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree International Equity ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DWM

More DWM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

HSBC Holdings PLC

1.82 10.0 Mil
Financial Services

Novartis AG Registered Shares

1.70 9.3 Mil
Healthcare

TotalEnergies SE

1.35 7.4 Mil
Energy

Nestle SA

1.34 7.4 Mil
Consumer Defensive

Industria De Diseno Textil SA Share From Split

1.18 6.5 Mil
Consumer Cyclical

Allianz SE

1.12 6.2 Mil
Financial Services

Unilever PLC

1.08 5.9 Mil
Consumer Defensive

British American Tobacco PLC

1.00 5.5 Mil
Consumer Defensive

Roche Holding AG

0.99 5.4 Mil
Healthcare

AstraZeneca PLC

0.99 5.4 Mil
Healthcare

Sponsor Center