The Modern Investor
Success begins as knowledge.
Modern investors are informed investors. Our monthly Modern Investor newsletter empowers you by providing fresh intel, analysis and more, including:
- our unique insights on investing and ETFs
- updates on critical market trends, from what-ifs to what may be next
- timely solutions to consider, including the strategies behind them
ETF Education
Since the first exchange-traded funds (ETFs) were launched in the U.S. in 1993, they have opened a new realm of investment opportunities. ETFs have become more popular over time, and their assets have increased dramatically.
What are ETFs, how do they work and what are their benefits? Learn the basics now.
What are ETFs, how do they work and what are their benefits? Learn the basics now.
What Is an ETF?
Learn what an ETF is and how it is different from a mutual fund.
ETF Tax Benefits
Explore how ETFs can help you keep more of your investment returns.
The ABCs of Trading ETFs
Understand various order types that may help you more effectively capture the investment opportunities of ETFs.
ETFs Can Trade at Less Than Cost
Discover how ETFs provide investors with the potential to trade at less than the cost to trade the underlying portfolio.
ETF Tax Efficiency
While ETFs and mutual funds are similar in some ways, they are also very different. ETFs potentially provide much more transparency, flexibility, tradability and tax efficiency. There’s never been a better time to explore the many potential benefits and tax advantages of an ETF.
Visit the ETF Education section for more resources.
Investment Tools
Our comprehensive suite of tools gives investors the means to analyze funds, indexes and portfolios in order to better achieve their unique goals.
Fund Comparison
Compare funds and benchmark indexes based on fundamental characteristics, exposures, performance and more.
Index Attribution
See key performance attributions that set our methodology apart from broad market benchmarks.
Performance at a Glance
Identify short- and long-term trends in the market using WisdomTree top and bottom performing ETFs as a lens.
Morningstar Ratings
View all WisdomTree 4- and 5-star rated Funds based on risk-adjusted returns.
As of date: 2/28/2023
| Fund Information | Morningstar | ||||
|---|---|---|---|---|---|
| Ticker | Fund | Morningstar U.S. Fund Category | Overall # of Funds | Overall Rating | ESG Rating |
| DDLS | Foreign Small/Mid Value | 47 | |||
| DDWM | Foreign Large Value | 327 | |||
| DGRW | Large Blend | 1,226 | |||
| HEDJ | Europe Stock | 91 | |||
| IHDG | Foreign Large Growth | 400 | |||
| RESD | Foreign Large Growth | 700 | |||
| AGZD | Nontraditional Bond | 310 | |||
| CEW | Emerging-Markets Local-Currency Bond | 75 | |||
| DGRS | Small Blend | 449 | |||
| DGS | Diversified Emerging Mkts | 742 | |||
| DLN | Large Value | 1,149 | |||
| DNL | Foreign Large Growth | 400 | |||
| DTD | Large Value | 1,149 | |||
| DWM | Foreign Large Value | 327 | |||
| DWMF | Foreign Large Blend | 700 | |||
| DXJ | Japan Stock | 32 | |||
| DXJS | Japan Stock | 32 | |||
| EMCB | Emerging Markets Bond | 243 | |||
| EMMF | Diversified Emerging Mkts | 742 | |||
| EUDG | Europe Stock | 91 | |||
| EUSC | Europe Stock | 91 | |||
| HYZD | Nontraditional Bond | 310 | |||
| IQDG | Foreign Large Growth | 400 | |||
| USMF | Mid-Cap Blend | 374 | |||
| WTV | Large Value | 1,149 | |||
Past performance is not indicative of future results. Overall Morningstar Ratings are based on Risk-Adjusted Return.
The Morningstar Rating™ for funds, or “star rating,” is calculated for managed products with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- and five-year Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns.
The Morningstar Sustainability Rating is a measure of the financially material environmental, social and governance, or ESG, risks in a portfolio relative to a portfolio's peer group.
The Morningstar Sustainability Rating is calculated through a three-step process.
First, Morningstar calculates the Morningstar Portfolio Sustainability Score for every portfolio reported within the trailing 12 months. This score is a historical holdings-based calculation using the company-level ESG Risk Rating from Sustainalytics, a leading provider of ESG research. The Sustainalytics’ company-level ESG Risk Rating measures the degree to which a company’s economic value may be at risk driven by ESG issues. To be considered material to the risk rating, an ESG issue must have a potentially substantial impact on the economic value of a company and therefore on the risk-return profile of an investment in the company. The ESG issues that are material vary across industry groups and companies.
Second, Morningstar uses these scores to calculate a portfolio's Morningstar Historical Portfolio Sustainability Score.
Third, Morningstar assigns a Morningstar Sustainability Rating for a portfolio based on its Morningstar Historical Portfolio Sustainability Score relative to its Morningstar Global Category.
Additionally, Morningstar applies ratings buffers to increase the rating's stability and makes ratings adjustments for portfolios with extreme Morningstar Historical Portfolio Sustainability Scores.
For each product category, 5 globes are assigned to the top 10%, 4 globes to the next 22.5%, 3 globes to the next 35%,2 globes to the next 22.5%, and 1 globe to the bottom 10%.
ADDITIONAL TOOLS FOR FINANCIAL PROFESSIONALS
Portfolio Analysis
Analyze portfolios, stress test against a variety of market scenarios, and identify opportunities to improve outcomes.
Investment Solutions
Contact Us
For general inquiries including questions about our website and online registration.
