WisdomTree DEFA Fund (DWM)
#5
Best Fit Income Funds ETFs
U.S. News evaluated 67 Income Funds ETFs and 31 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.
How we identify Best Fit Funds
| Best Fit Scorecard |
| Costs |
Good |
| Tracking Error |
Typical |
| Bid/Ask Ratio |
Excellent |
| Holdings Diversity |
Excellent |
Fund Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index of Europe, Far East Asia and Australasia (the "WisdomTree DEFA Index").
The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the WisdomTree DEFA Index. It attempts to invest all, or substantially all, of its assets in the common stocks that make up the index. The index is a fundamentally weighted Index that is comprised of dividend-paying companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends. The fund is non-diversified.
Fund Snapshot Updated 05.17.2013
| Previous Close |
$50.30 |
Expense Ratio |
0.48% |
| YTD Return |
9.4% |
Avg. 30-Day Volume |
31,164 |
| 1-Year Return |
31.7% |
Market Cap |
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| Bid |
$50.64 |
Shares Outstanding |
9,800,000 |
| Ask |
$50.76 |
Dividends |
$1.61 |
| Top 10 Holdings |
| Hsbc Holdings Plc (E:HSBA) |
1.89% |
| Westpac Bkg Corp (E:WBC) |
1.76% |
| Cmnwlth Bk Of Aust (E:CBA) |
1.75% |
| Vodafone Group (E:VOD) |
1.52% |
| Novartis Ag (E:NOVN) |
1.50% |
| Natl Australia Bk (E:NAB) |
1.42% |
| Roche Hldgs Ag (E:ROG) |
1.37% |
| Nestle Sa (E:NESN) |
1.34% |
| Aust & Nz Bank Grp (E:ANZ) |
1.30% |
| Total (E:FP) |
1.27% |
| % of Total Holdings |
15.10% |
Sector Breakdown
Geographic Breakdown
