Tools to help enhance your clarity and efficiency.

 

Effective financial recommendations begin with clarity. How does this ETF or mutual fund stack up against another? How do portfolios compare in today's market or using hypothetical scenarios? Relying on the user-friendly tools found here on the PATH can help elevate the efficiency of your practice, bringing you added clarity in less time.

Fund Comparison
Compare funds and benchmark indexes based on fundamental characteristics, exposures, performance and more.
Select WisdomTree Funds and benchmark indexes from the categories below
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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.
All Asset Class
All Sub Asset Class
TickerFundCategoryInception
Date
Cumulative
Returns
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
Megatrends
12/09/202119.19%
QGRW
WisdomTree U.S. Quality Growth Fund
Domestic Equity - Domestic Quality
12/15/202217.60%
WCBR
WisdomTree Cybersecurity Fund
Megatrends
01/28/202116.99%
PLAT
WisdomTree Growth Leaders Fund
Megatrends
05/22/201914.35%
WCLD
WisdomTree Cloud Computing Fund
Megatrends
09/06/201913.85%
HEDJ
WisdomTree Europe Hedged Equity Fund
International Equity - Regional/Single Country
12/31/200913.03%
DXGE
WisdomTree Germany Hedged Equity Fund
International Equity - Regional/Single Country
10/17/201311.48%
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
Capital Efficient ETFs - Core
03/17/20229.68%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
Capital Efficient ETFs - Tactical
12/16/20218.13%
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund
International Equity - Regional/Single Country Small Cap
03/04/20157.97%
*The standardized performance of each Fund, can be found by clicking on the Fund’s ticker symbol.
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Returns less than one year are not annualized. Performance data for the most recent month-end is available on the respective fund pages.
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
TickerFundMorningstar U.S. Fund Category Overall # of FundsOverall RatingESG 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%.


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