WisdomTree India Hedged Equity FundWisdomTree India Hedged Equity FundWisdomTree India Hedged Equity Fund

WisdomTree India Hedged Equity Fund

No trades
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Key stats


Assets under management (AUM)
‪6.98 M‬USD
Fund flows (1Y)
‪6.47 M‬USD
Dividend yield (indicated)
Discount/Premium to NAV
0.7%
Shares outstanding
‪175.00 K‬
Expense ratio
0.63%

About WisdomTree India Hedged Equity Fund


Brand
WisdomTree
Inception date
May 9, 2024
Structure
Open-Ended Fund
Index tracked
WisdomTree India Hedged Equity Index - Benchmark TR Gross
Management style
Passive
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
INDH seeks to mirror the performance of an index targeting stocks of companies incorporated and listed on the Bombay (Mumbai) Stock Exchange. The Index selects the top 75 companies based on market capitalization and trading volumes for a one-year period. Weights are also based on a firms market capitalization, with individual company exposure capped at 10% and sector exposure at 30%. The index undergoes annual reconstitution and rebalancing. Additionally, INDH employs a hedging strategy using currency forward and futures contracts to reduce the impact of the currency exchange rate fluctuations between the Indian Rupee and the US Dollar. This approach aims to buffer against currency volatility to balance returns and maintain focused exposure to the Indian market.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Vanilla
Geography
India
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Technology Services
Energy Minerals
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.