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WisdomTree International Mltfctr DWMF

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

Morningstar’s Analysis DWMF

Will DWMF 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 DWMF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DWMF 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 DWMF’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree International Mltfctr’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 sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DWMF

More DWMF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TotalEnergies SE

1.45 600,356
Energy

BP PLC

1.14 471,216
Energy

National Grid PLC

1.08 444,285
Utilities

Novartis AG Registered Shares

1.07 441,870
Healthcare

Check Point Software Technologies Ltd

1.05 433,251
Technology

Tryg A/S

1.01 418,303
Financial Services

Ampol Ltd

0.98 405,171
Energy

Zurich Insurance Group AG

0.93 383,861
Financial Services

Roche Holding AG

0.93 383,443
Healthcare

GSK PLC

0.93 383,045
Healthcare