'GULF' Helps Investors Find Value Outside the U.S.

The Wisdom Tree Middle East dividend fund, trading under the ticker Gulf, invests in companies from the Persian Gulf and neighboring regions. It is a dividend-weighted fund with $17 million in assets, dominated by banks, telecoms, chemical companies, and real estate firms. Key holdings include Qatar National Bank, Alrajhi Bank, Emirates Telecom, and Saudi Basic Industries, each yielding over 3.5%. Despite a modest total return of 16% since its launch, the fund has outperformed emerging markets and US equities since 2018. Bloomberg Intelligence gives it a green light for its dividend strategy.

What is the primary focus of the Wisdom Tree Middle East dividend fund?

• European real estate

• US equities

• Publicly traded companies in the Persian Gulf

• Technology companies

Which sector dominates the Gulf fund's portfolio?

• Banks

• Chemical companies

• Real estate firms

• Telecommunications

Which company is the largest holding in the Gulf fund?

• Emirates Telecom

• Saudi Basic Industries

• Qatar National Bank

• Alrajhi Bank

What was the total return of the Gulf fund since its launch 11 years ago?

• 30%

• 25%

• 16%

• 10%

How has the Gulf fund performed since the start of 2018?

• It has underperformed US equities

• It has returned around 15%

• It has decreased by 5%

• It has remained stagnant