Key stats
About CI WISDOMTREE US MIDCP DIVID IDX ET HEDGED UNITS
Expense ratio
0.42%
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Inception date
Sep 19, 2017
The fund focuses exclusively on dividend-paying US mid-cap securities. It selects from the top 75% of its parent index WisdomTree Dividend Index after removing 300 companies with the largest market capitalization, leaving only mid-caps as WisdomTree defines them. Aside from regular dividend payouts, securities should also meet additional size and liquidity requirements. At each annual rebalance and reconstitution, holdings are weighted by the proportionate share of total cash dividends that each component company is projected to pay over the coming year. As a result, constituent weights deviate differently between sectors and with greater variety. Weights of each individual security and sector are capped at 5% and 25%, respectively, except for real estate sector which is capped at 5% weight of the portfolio.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region