DWMF
WisdomTree International Multifactor Fund
WisdomTree Trust
ETF
Expense ratio1
0.38%
Net assets2
$36.53M
Holdings2
208
Category
International Equity
2025 return3
25.03%

Investment objective & strategy

As of Aug. 1, 2025 · prospectus

Objective. The WisdomTree International Multifactor Fund (the Fund) seeks capital appreciation.

Strategy. The Fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in equity securities of developed markets, excluding the United States and Canada, that exhibit certain characteristics that the investment adviser, WisdomTree Asset Management, Inc. (WisdomTree Asset Management or the Adviser), believes to be indicative of positive future returns based on a model developed by WisdomTree Asset Management. WisdomTree Asset Management seeks to identify equity securities of developed countries, excluding the United States and Canada, that have the highest potential for returns based on proprietary measures of fundamental factors, such as value and quality, and technical factors, such as momentum and correlation. WisdomTree Asset Management employs a quantitative model to identify which … The Fund is actively managed using a model-based approach and seeks to achieve its investment objective by investing primarily in equity securities of developed markets, excluding the United States and Canada, that exhibit certain characteristics that the investment adviser, WisdomTree Asset Management, Inc. (WisdomTree Asset Management or the Adviser), believes to be indicative of positive future returns based on a model developed by WisdomTree Asset Management. WisdomTree Asset Management seeks to identify equity securities of developed countries, excluding the United States and Canada, that have the highest potential for returns based on proprietary measures of fundamental factors, such as value and quality, and technical factors, such as momentum and correlation. WisdomTree Asset Management employs a quantitative model to identify which securities the Fund might purchase and sell and opportune times for purchases and sales. At a minimum, the Funds portfolio will be rebalanced quarterly according to WisdomTree Asset Managements quantitative model, although a more active approach may be taken depending on such factors as market conditions and investment opportunities, and the number of holdings in the Fund may vary. Between rebalances, the Funds portfolio may temporarily include securities of companies that no longer meet the models investment criteria. WisdomTree Asset Management seeks to manage the Funds currency risk by dynamically hedging currency fluctuations in the relative value of the applicable foreign currencies against the U.S. dollar, ranging from a 0% to 100% hedge. The hedge ratios on such foreign currencies are adjusted as frequently as weekly utilizing signals such as momentum, interest rate differentials, volatility, and cross-asset returns. The Fund uses forward currency contracts and/or futures contracts to the extent foreign currencies are hedged. Under normal circumstances, the Fund will invest at least 80% of its net assets in equity securities of developed markets, excluding the United States and Canada. The Fund generally expects to invest in large and mid-capitalization companies, but the Fund may also invest in small-capitalization companies. As of June 30, 2025, companies in the Financials and Industrials Sectors comprised a significant portion ( e.g. , approximately 15% or more) of the Funds assets; however, the Funds sector exposure may change from time to time. As of June 30, 2025, the Fund invested a significant portion ( e.g. , approximately 15% or more) of its assets in the equity securities of companies domiciled in or otherwise tied to, and thus had significant investment exposure to, Europe, particularly the United Kingdom, and Japan, although the Funds geographic exposure may change from time to time.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
ADMIRAL GROUP PLC $462.66K 1.27%
LEG IMMOBILIEN S $453.89K 1.24%
ZURICH INSURANCE $451.33K 1.24%
SEA LTD ADR $439.31K 1.20%
EURONEXT NV $402.62K 1.10%
SUNCORP GROUP LT $393.16K 1.08%
CREDIT AGRICOLE $375.70K 1.03%
MUENCHENER RUE-R $365.44K 1.00%
DNB BANK ASA $359.18K 0.98%
MAPFRE SA $356.77K 0.98%
View all holdings →

Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
40
Exited
39
Increased
67
Decreased
97
Unchanged
5

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

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Advisers

As of March 31, 2025 · N-CEN
FirmRole
Mellon Investments Corporation Sub-adviser
WisdomTree Asset Management, Inc. Adviser

Footnotes

  1. Expense ratio as of August 1, 2025, from the fund's prospectus.
  2. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).

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