ducovest

DEW:ARCA-WisdomTree Global High Dividend Fund (USD)

ETF | World Large Stock | NYSE Arca

Last Closing

USD 52.7881

Change

+0.23 (+0.43)%

Market Cap

USD 0.08B

Volume

2.20K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Global High Dividend Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The fund is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 16/06/2006

Primary Benchmark: WisdomTree Global High Dividend TR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.58%

Management Expense Ratio: 0.58 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
FRSX Foresight Autonomous Holdings Ltd ADR 1.46 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-23 )

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IOO iShares Global 100 ETF 0.40 %

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 N/A
URTH iShares MSCI World ETF 0.24 %

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KLDW Knowledge Leaders Developed Wo.. 0.75 %

N/A

 N/A
VT Vanguard Total World Stock Ind.. 0.09 %

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DGT SPDR® Global Dow ETF 0.50 %

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ETFs Containing DEW

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.16% 27% F 59% D-
Dividend Return 3.32% 90% A- 49% F
Total Return 11.48% 27% F 58% F
Trailing 12 Months  
Capital Gain 8.88% 27% F 61% D-
Dividend Return 3.34% 91% A- 49% F
Total Return 12.22% 27% F 59% D-
Trailing 5 Years  
Capital Gain 9.04% 18% F 55% F
Dividend Return 18.92% 82% B 61% D-
Total Return 27.96% 33% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 7.13% 33% F 58% F
Dividend Return 11.13% 33% F 62% D
Total Return 4.01% 100% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 13.10% 92% A 72% C
Risk Adjusted Return 84.99% 92% A 90% A-
Market Capitalization 0.08B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.