Key stats
About WisdomTree Trust WisdomTree Emerging Markets Ex-China Fund
Home page
Inception date
Sep 22, 2022
Structure
Open-Ended Fund
Replication method
Physical
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
XC offers broad exposure to companies from developing countries, excluding China. The fund is designed around the premise that private corporations outperform firms controlled by governments. The fund excludes state-owned enterprises (SOEs) and companies listed or incorporated in China. The fund defines an SOE as one with more than 20% government ownership. The selection universe starts with the emerging market companies from across various sectors that meet market-cap, liquidity, and tradability requirements. The fund then screens out all SOEs. In addition, certain ESG criteria are used to filter securities that do not meet guidelines of the United Nations Global Compact Principles. Holdings are weighted by market capitalization, subject to adjustments relative to country and sector weights prior to the removal of SOEs. The index is reconstituted and rebalanced annually.
Classification
What's in the fund
Exposure type
Electronic Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.