WisdomTree US Dividend Growth

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Dividend Growth Index.
Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of dividend-paying U.S. common stocks with growth characteristics. The fund is non-diversified.

Key stats

Management firm  WisdomTree
Domicile  United States
Fund Administrator  The Bank of New York Mellon
Global Branding Name  WisdomTree
Fund currency  USD
Launch Date  2013-05-17
ISIN  US97717X6691
Manager 1 Name  Karen Wong
Manager 2 Name  Richard Brown
Fund Strategy  Large Growth
Benchmark  WisdomTree U.S. Dividend Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-03-31
Return - 1 Month  1.55%
Return - 2 Months  5.85 %
Return - 3 Months  0.86%
Return - 6 Months  11.57 %
Return - 9 months  17.22 %
Return - 12 Months  0.00%
Annualized return 24 months  0.00 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  13.56%
Return YTD  0.86%

Charges

Initial  0.00 %
Maximum Managment Charge  0.28 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  WisdomTree
Contact Address 2  380 Madison Avenue, 21st Floor
Contact Address 3  New York, NY 10017
Contact city  New York
Contact country  United States
Fund Admin Group  WisdomTree
Web Address  www.wisdomtree.com
Custodian  The Bank of New York Mellon
Phone  (866) 909-9473

Price

Last Price Date  2014-04-07
Pre-tax nav  27.61
Pre-tax offer  27.67
Pre-tax bid  27.61
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.23
Price change (percentage)  -0.81 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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