Key stats
About WisdomTree International Hedged Quality Dividend Growth Fund
Expense ratio
0.58%
Home page
Inception date
May 7, 2014
IHDG offers a growth-skewed take on the developed ex-US and Canada space. Starting with developed markets outside North America, IHDG screens for quality and growth through a variety of factors: expected earnings growth, return-on-equity and return-on-assets. Selected securities are then weighted according to dividends paid over the preceding year. The index rebalances annually so that no individual security has a weight greater than 5% and each country or sector has a maximum weight of 20%. The portfolio is hedged for currency fluctuations against the USD. In employing this hedging strategy, the index uses forward currency contracts to mitigate risks associated with the movements of foreign currencies relative to USD.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Stocks97.55%
Health Technology14.97%
Technology Services9.75%
Producer Manufacturing9.04%
Electronic Technology8.80%
Retail Trade8.42%
Consumer Non-Durables7.29%
Consumer Durables6.78%
Energy Minerals5.59%
Finance5.29%
Commercial Services4.53%
Process Industries3.97%
Transportation3.26%
Consumer Services2.56%
Non-Energy Minerals2.31%
Distribution Services1.97%
Utilities0.89%
Communications0.89%
Industrial Services0.74%
Health Services0.46%
Miscellaneous0.05%
Bonds, Cash & Other2.45%
Cash2.44%
ETF0.01%
Stock breakdown by region
Europe73.67%
Asia19.26%
Oceania6.45%
Middle East0.62%
North America0.01%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history