Key stats
About WisdomTree International Hedged Quality Dividend Growth Fund
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Inception date
May 7, 2014
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
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
What's in the fund
Exposure type
Health Technology
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.