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
Miscellaneous
Stocks49.48%
Health Technology9.57%
Consumer Non-Durables8.22%
Electronic Technology4.69%
Producer Manufacturing4.59%
Retail Trade4.44%
Finance3.51%
Process Industries3.10%
Technology Services2.01%
Commercial Services1.95%
Transportation1.93%
Consumer Durables1.61%
Non-Energy Minerals1.23%
Utilities1.07%
Consumer Services0.65%
Distribution Services0.29%
Industrial Services0.24%
Energy Minerals0.20%
Communications0.18%
Health Services0.01%
Bonds, Cash & Other50.52%
Miscellaneous50.34%
Cash0.16%
ETF0.02%
Stock breakdown by region
Europe76.22%
Asia16.14%
Oceania7.19%
Middle East0.40%
North America0.05%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history