Global Dividend Yield Strategies

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Global  Dividend Yield Strategies

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

Dividend yield is the common thread of this WisdomTree selection, which offers insights on global market trends

  • the US Market,
  • Developed Markets ex-US,
  • International Markets (developed ex-US & Emerging)
  • and Emerging Markets only

By applying a composite Modern Alpha® filter to each universe of dividend yielding equities, WisdomTree funds constituents are weighted according to value, quality and momentum factors

  • The value factor is designed to lower weight to companies deemed expensive by other traditional measures of valuation
  • The quality factor is designed to lower weight to companies with poor profitability metrics or declining measures of profitability
  • The momentum factor is designed to lower weight to companies that have a high yield but only because their stock prices are declining

 

WisdomTree U.S. Quality Dividend Growth Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker -

Expand any chart by double-click

 

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

Global Dividend Yield Strategies • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE NASDAQ - - - 80 M 43.1% Neutral 18%   6% -8%
WisdomTree Europe Quality Dividend Growth Fund EUDG NYSEARCA - - - 41 M 42.1% Weak Up 17%   6% -10%
WisdomTree Europe SmallCap Dividend Fund DFE NYSEARCA - - - 470 M 63.8% Weak Up 19%   7% -11%
WisdomTree Global ex-U.S. Quality Dividend Growth Fund DNL NYSEARCA - - - 114 M 37.6% Neutral 16%   6% -7%
WisdomTree Global High Dividend Fund DEW NYSEARCA - - - 83 M 34.6% Weak Up 17%   6% -11%
WisdomTree International Dividend ex-Financials Fund DOO NYSEARCA - - - 137 M 33.1% Weak Up 17%   6% -8%
WisdomTree International Hedged Quality Dividend Growth Fund IHDG NYSEARCA - - - 632 M 28.0% Neutral 14%   5% -7%
WisdomTree International High Dividend Fund DTH NYSEARCA - - - 196 M 33.6% Weak Up 18%   7% -10%
WisdomTree International LargeCap Dividend Fund DOL NYSEARCA - - - 373 M 32.0% Weak Up 16%   6% -9%
WisdomTree International MidCap Dividend Fund DIM NYSEARCA - - - 219 M 37.2% Neutral 17%   6% -7%
WisdomTree International Quality Dividend Growth Fund IQDG BATS - - - 107 M 37.2% Weak Up 16%   6% -8%
WisdomTree International SmallCap Dividend Fund DLS NYSEARCA - - - 1.5 B 43.4% Weak Up 16%   6% -8%
WisdomTree Japan SmallCap Dividend Fund DFJ NYSEARCA - - - 253 M 18.3% Neutral 18%   6% -8%
WisdomTree U.S. High Dividend Fund DHS NYSEARCA - - - 843 M 32.1% Weak Up 18%   6% -12%
WisdomTree U.S. LargeCap Dividend Fund DLN NYSEARCA - - - 2.2 B 34.6% Weak Up 16%   6% -9%
WisdomTree U.S. Quality Dividend Growth Fund DGRW NASDAQ - - - 3.0 B 37.6% Weak Up 16%   5% -8%
WisdomTree U.S. Total Dividend Fund DTD NYSEARCA - - - 766 M 37.0% Weak Up 17%   6% -10%