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WisdomTree Global High Dividend Fund (DEW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS97717W8771
CUSIP97717W877
IssuerWisdomTree
Inception DateJun 16, 2006
RegionDeveloped Markets (Broad)
CategoryLarge Cap Value Equities, Dividend
Index TrackedWisdomTree Global High Dividend Index
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The WisdomTree Global High Dividend Fund has a high expense ratio of 0.58%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.58%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with DEW

WisdomTree Global High Dividend Fund

Popular comparisons: DEW vs. DTD, DEW vs. NOBL, DEW vs. SCHD, DEW vs. VOO, DEW vs. ^GSPC, DEW vs. IDVO, DEW vs. SPY, DEW vs. NTSX, DEW vs. PEY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree Global High Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%150.00%200.00%250.00%300.00%OctoberNovemberDecember2024FebruaryMarch
111.69%
319.36%
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree Global High Dividend Fund had a return of 4.37% year-to-date (YTD) and 15.77% in the last 12 months. Over the past 10 years, WisdomTree Global High Dividend Fund had an annualized return of 4.78%, while the S&P 500 had an annualized return of 10.96%, indicating that WisdomTree Global High Dividend Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date4.37%10.04%
1 month4.61%3.53%
6 months13.91%22.79%
1 year15.77%32.16%
5 years (annualized)6.23%13.15%
10 years (annualized)4.78%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.59%1.68%
2023-2.81%-2.26%-3.34%6.85%5.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for WisdomTree Global High Dividend Fund (DEW) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
DEW
WisdomTree Global High Dividend Fund
1.45
^GSPC
S&P 500
2.76

Sharpe Ratio

The current WisdomTree Global High Dividend Fund Sharpe ratio is 1.45. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.45
2.76
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree Global High Dividend Fund granted a 4.28% dividend yield in the last twelve months. The annual payout for that period amounted to $2.17 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.17$2.22$1.79$1.77$1.76$1.81$1.74$1.54$1.49$1.70$2.20$1.75

Dividend yield

4.28%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%5.00%3.65%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
2020$0.00$0.00$0.32$0.00$0.00$0.39$0.00$0.00$0.60$0.00$0.00$0.46
2019$0.00$0.00$0.36$0.00$0.00$0.52$0.00$0.00$0.51$0.00$0.00$0.42
2018$0.00$0.00$0.24$0.00$0.00$0.61$0.00$0.00$0.49$0.00$0.00$0.40
2017$0.00$0.00$0.28$0.00$0.00$0.50$0.00$0.00$0.38$0.00$0.00$0.38
2016$0.00$0.00$0.25$0.00$0.00$0.47$0.00$0.00$0.43$0.00$0.00$0.35
2015$0.00$0.00$0.23$0.00$0.00$0.63$0.00$0.00$0.51$0.00$0.00$0.33
2014$0.00$0.00$0.59$0.00$0.00$0.73$0.00$0.00$0.47$0.00$0.00$0.41
2013$0.25$0.00$0.00$0.79$0.00$0.00$0.38$0.00$0.00$0.33

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.01%
0
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)

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 2040 trading sessions.

The current WisdomTree Global High Dividend Fund drawdown is 0.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.55%Nov 1, 2007337Mar 9, 20092040Apr 25, 20172377
-38.77%Jan 21, 202044Mar 23, 2020245Mar 12, 2021289
-18.86%Apr 21, 2022121Oct 12, 2022295Dec 14, 2023416
-18.14%Jan 29, 2018229Dec 24, 2018217Nov 4, 2019446
-12.86%Jul 16, 200724Aug 16, 200751Oct 29, 200775

Volatility

Volatility Chart

The current WisdomTree Global High Dividend Fund volatility is 2.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%OctoberNovemberDecember2024FebruaryMarch
2.69%
2.82%
DEW (WisdomTree Global High Dividend Fund)
Benchmark (^GSPC)