- WisdomTree Global ex-U.S. Real Estate Fund uses an in-house benchmark to select its holdings. Current exposure in China and Hong Kong is hurting performance.
- This article will explore DRW in detail and how its index differs from those used by two competitors: RWX and IFGL.
- Investors' feelings about China and other EM exposure is important as RWX and IFGL only invest in Developed markets.
- While I think investors should invest Internationally, Real Estate does not hold up well against its US counterparts. For that reason, I am Bearish on DRW.
For further details see:
DRW's Exposure To China/Hong Kong Real Estate Hurting Recent Performance