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ISIN
US97717W8771
CUSIP
97717W877
Inception Date
Jun 16, 2006
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
WisdomTree Global High Dividend Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$141M

Share Price Chart


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Performance

DEW Performance Chart

WisdomTree Global High Dividend Fund (DEW) is up 12.5% since the beginning of the year. DEW is currently trading at $69 per share. Investors who bought $1,000 worth of DEW shares 5 years ago would now be looking at an investment worth $1,733.


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S&P 500 Index

Returns By Period

WisdomTree Global High Dividend Fund (DEW) has returned 12.49% so far this year and 25.77% over the past 12 months. Over the last ten years, DEW has returned 9.67% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


WisdomTree Global High Dividend Fund

1D
0.54%
1M
-0.50%
YTD
12.49%
6M
12.55%
1Y
25.77%
3Y*
19.10%
5Y*
11.63%
10Y*
9.67%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DEW Monthly Returns History

Based on dividend-adjusted daily data since Jun 16, 2006, DEW's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +13.3%, while the worst month was Oct 2008 at -23.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DEW closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +13.4%, while the worst single day was Mar 12, 2020 at -10.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.78%6.08%-3.63%3.66%0.06%0.29%12.49%
20252.64%3.98%1.12%-1.85%2.57%2.62%0.65%4.02%1.48%-1.18%3.37%1.15%22.39%
2024-1.59%1.68%4.81%-2.99%4.00%-1.07%5.38%3.65%1.33%-1.30%2.65%-4.95%11.58%
20235.08%-3.22%-0.84%1.70%-5.46%5.04%3.91%-2.81%-2.26%-3.34%6.85%5.37%9.39%
20221.16%-1.33%2.92%-4.31%2.53%-7.08%2.11%-3.19%-8.39%7.08%9.54%-2.22%-2.73%
2021-0.61%4.43%6.09%2.21%3.63%-1.89%0.25%1.64%-3.60%3.18%-3.15%7.99%21.29%

Benchmark Metrics

WisdomTree Global High Dividend Fund has an annualized alpha of -1.71%, beta of 0.88, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since June 16, 2006.

  • This ETF participated in 100.88% of S&P 500 Index downside but only 85.86% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.88 and R2 of 0.70, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.71%
Beta
0.88
0.70
Upside Capture
85.86%
Downside Capture
100.88%

Expense Ratio

DEW has an expense ratio of 0.58%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DEW ranks 83 for risk / return — in the top 83% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


DEW Risk / Return Rank: 8383
Overall Rank
DEW Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 8686
Sortino Ratio Rank
DEW Omega Ratio Rank: 8282
Omega Ratio Rank
DEW Calmar Ratio Rank: 8181
Calmar Ratio Rank
DEW Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree Global High Dividend Fund (DEW) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DEWBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.63

Sortino ratioReturn per unit of downside risk

+0.94

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

4.08

2.78

+1.30

Martin ratioReturn relative to average drawdown

15.99

12.44

+3.56

Dividends

Dividend History

WisdomTree Global High Dividend Fund provided a 3.20% dividend yield over the last twelve months, with an annual payout of $2.21 per share.


3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.21$2.29$2.10$2.22$1.79$1.77$1.76$1.81$1.74$1.54$1.49$1.70

Dividend yield

3.20%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Global High Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.27$0.00$0.00$0.00$0.27
2025$0.00$0.00$0.35$0.00$0.00$0.85$0.00$0.00$0.54$0.00$0.00$0.55$2.29
2024$0.00$0.00$0.33$0.00$0.00$0.75$0.00$0.00$0.55$0.00$0.00$0.48$2.10
2023$0.00$0.00$0.38$0.00$0.00$0.72$0.00$0.00$0.60$0.00$0.00$0.53$2.22
2022$0.00$0.00$0.30$0.00$0.00$0.58$0.00$0.00$0.53$0.00$0.00$0.38$1.79
2021$0.00$0.00$0.25$0.00$0.00$0.49$0.00$0.00$0.55$0.00$0.00$0.49$1.77

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Global High Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree Global High Dividend Fund was 65.55%, occurring on Mar 9, 2009. Recovery took 2047 trading sessions.

The current WisdomTree Global High Dividend Fund drawdown is 1.54%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-65.55%Mar 2009
1y 4mo8y 1mo
9y 5moNov 2007 - Apr 2017
COVID crash2020
-38.77%Mar 2020
2mo 2d11mo 24d
1y 1moJan 2020 - Mar 2021
Bear market2022
-18.86%Oct 2022
5mo 24d1y 2mo
1y 7moApr 2022 - Dec 2023
Rate-hike selloffLate 2018
-18.13%Dec 2018
10mo 29d10mo 15d
1y 9moJan 2018 - Nov 2019
2007 correction2007
-12.86%Aug 2007
1mo 1d2mo 14d
3mo 15dJul 2007 - Oct 2007

Drawdown Indicators


DEWBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-65.55%

-56.78%

-8.77%

Max Drawdown (1Y)

Largest decline over 1 year

-6.34%

-9.10%

+2.76%

Max Drawdown (3Y)

Largest decline over 3 years

-11.80%

-18.90%

+7.10%

Max Drawdown (5Y)

Largest decline over 5 years

-18.86%

-25.43%

+6.57%

Max Drawdown (10Y)

Largest decline over 10 years

-38.77%

-33.92%

-4.85%

Current Drawdown

Current decline from peak

-1.54%

-1.80%

+0.26%

Average Drawdown

Average peak-to-trough decline

-12.41%

-10.71%

-1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.62%

2.03%

-0.41%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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