DEW:ARCA-WisdomTree Global High Dividend Fund

ETF | World Large Stock | NYSE Arca

Last Closing Price

USD 46.86

Change

0.00 (0.00)%

Market Cap

USD 0.09B

Volume

2.18K

Average Target Price

N/A
Average Analyst Rating

N/A

STA 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.

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 Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-04-20 )

Largest Industry Peers for World Large Stock

Symbol Name Mer Price(Change) Market Cap
VT Vanguard Total World Stock Ind.. 0.09 %

N/A

USD 12.87B
ACWV iShares Edge MSCI Min Vol Glob.. 0.20 %

N/A

USD 3.64B
IOO iShares Global 100 0.40 %

N/A

USD 1.99B
FIHD UBS AG FI Enhanced Global High.. 0.00 %

N/A

USD 1.84B
FIYY Barclays ETN FI Enhanced Globa.. 0.00 %

N/A

USD 1.54B
URTH Ishares MSCI World Index Fund 0.24 %

N/A

USD 0.67B
CRBN iShares MSCI ACWI Low Carbon T.. 0.20 %

N/A

USD 0.45B
WDIV SPDR S&P Global Dividend 0.40 %

N/A

USD 0.28B
JPGE JPMorgan Diversified Return Gl.. 0.38 %

N/A

USD 0.21B
ACIM SPDR MSCI ACWI IMI 0.25 %

N/A

USD 0.18B

ETFs Containing DEW

Symbol Name Weight Mer Price(Change) Market Cap

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 12.25% 24% F 50% F
Dividend Return 0.85% 93% A 46% F
Total Return 13.10% 28% F 50% F
Trailing 12 Months  
Capital Gain -0.03% 38% F 51% F
Dividend Return 3.96% 91% A- 61% D-
Total Return 3.93% 54% F 53% F
Trailing 5 Years  
Capital Gain -2.39% 20% F 42% F
Dividend Return 17.56% 80% B- 58% F
Total Return 15.17% 20% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain -0.03% 15% F 44% F
Dividend Return 3.62% 27% F 45% F
Total Return 3.65% 88% B+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 10.16% 46% F 66% D
Risk Adjusted Return 35.59% 23% F 48% F
Market Capitalization 0.08B 53% F 24% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.