Conservative · Stocks to Consider and Updates

Wisdom Tree International Equity Fund – Update

The WisdomTree International Equity Fund (NYSE: DWM – $54.23) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Equity Index. The ETF returned 13.61% at net asset value for the fiscal year ending March 31, 2018 and a market return of 13.58%. Below, as of the end of March, the fund allocated its investment by sector as follows:

 

       The Top Ten holdings, representing about 13.3% of the total portfolio as of year-end March 31, were:

 

       The shares of DWM, which yield 2.9%, can continue to be held in a well-diversified conservative portfolio for international equity diversification.

 

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