4 &5 Star ETFs Morningstar Ratings (as of May 6, '21)

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4 &5 Star ETFs  Morningstar Ratings (as of May 6, '21)

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.


The Morningstar Rating™ for funds, or “star rating”, is calculated for funds and separate accounts with at least a 3-year history

Star rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance (without adjusting for any sale load, if applicable), placing more emphasis on downward variations and rewarding consistent performance

The unit-list of 4-stars and 5-stars highest rated WisdomTree ETFs - ranked by Morningstar - is based on risk-adjusted results

For further information on 5-star ETFs and the full list of 4-star WisdomTree ETFs, check Morningstar ratings 


The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

WisdomTree US Multifactor Fund is the benchmark of this theme


As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker - Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

4 &5 Star ETFs Morningstar Ratings (as of May 6, '21) • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree China ex-State-Owned Enterprises Fund CXSE NASDAQ - - - 202 M 55.2% Neutral 27%   11% -25%
WisdomTree Dynamic Currency Hedged International Equity Fund DDWM NYSEARCA - - - 237 M 25.1% Weak Up 15%   8% -10%
WisdomTree Emerging Markets Corporate Bond Fund EMCB NASDAQ - - - 37 M 11.8% Neutral 12%   2% -3%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE NYSEARCA - - - 891 M 52.0% Neutral 21%   11% -13%
WisdomTree Europe Hedged Equity Fund HEDJ NYSEARCA - - - 3.0 B 36.1% Weak Up 17%   9% -9%
WisdomTree Europe Quality Dividend Growth Fund EUDG NYSEARCA - - - 41 M 42.1% Weak Up 17%   9% -10%
WisdomTree International Equity Fund DWM NYSEARCA - - - 729 M 33.3% Weak Up 16%   9% -7%
WisdomTree International SmallCap Dividend Fund DLS NYSEARCA - - - 1.5 B 43.4% Weak Up 16%   9% -8%
WisdomTree U.S. High Yield Corporate Bond Fund WFHY BATS - - - 41 M 8.6% Neutral 7%   3% -5%
WisdomTree U.S. LargeCap Dividend Fund DLN NYSEARCA - - - 2.2 B 34.6% Weak Up 16%   9% -9%
WisdomTree U.S. Quality Shareholder Yield Fund QSY NYSEARCA - - - 49 M 55.0% Strong Up 20%   10% -12%
WisdomTree U.S. Total Dividend Fund DTD NYSEARCA - - - 766 M 37.0% Weak Up 17%   9% -10%
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG BATS - - - 82 M 0.1% Neutral 1%   0% -1%