IHDG

WisdomTree International Hedged Quality Dividend Growth Fund
B

61
*Unless otherwise stated, data provided by FactSet.

IHDG Fund Description

IHDG tracks an index of stocks in developed markets outside North America, screened for growth factors and weighted by dividends. The fund is currency hedged for US investors.

IHDG Factset Analytics Insight

IHDG offers a growth-skewed take on the developed ex-US and Canada space. Starting with developed markets outside North America, IHDG screens for growth via a variety of factors (expected earnings growth, ROE and ROA) and weights by dividends. The result is a portfolio with a lower dividend yield and a lot of sector and country biases. It almost ignores financials in favor of consumer stocks and basic materials, and underweights Japan for bets on Switzerland and The Netherlands. The portfolio is hedged for currency fluctuations against the USD. Trading activity is moderate, in terms of both volume and average spread. Underlying liquidity is strong. The fee is somewhat high for this segment, but it's still competitive and good fund management claws back some of those expenses.

IHDG MSCI ESG Analytics Insight

WisdomTree International Hedged Quality Dividend Growth Fund has an MSCI ESG Fund Rating of AA based on a score of 7.17 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree International Hedged Quality Dividend Growth Fund ranks in the 91st percentile within its peer group and in the 91st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IHDG Charts And Performance

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Total Return Chart (%)
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PERFORMANCE [as of 09/19/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IHDG 4.38% 3.26% 22.23% 6.17% 9.91% 7.98% --
IHDG (NAV) 3.34% 3.04% 21.71% 6.08% 9.67% 8.04% --
MSCI World ex USA IMI 4.77% 1.65% 14.63% -0.16% 7.26% 2.95% 5.05%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IHDG Summary Data

WisdomTree
05/07/14
Open-Ended Fund
0.58%
$463.68M
$1.78M
0.11%

IHDG Portfolio Data

$47.53B
16.78
3.76
1.10%
09/24/19
290

IHDG Index Data

Dividends
Multi-Factor
MSCI World ex USA IMI

IHDG Portfolio Management

0.58%
-0.57%
-0.37%
-0.88%

IHDG Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IHDG Fund Structure

Open-Ended Fund
Yes
Yes
75% / 25%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IHDG Factset Analytics Block Liquidity

As of 09/20/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IHDG. IHDG is rated a 5 out of 5.

IHDG Tradability

54,130
$1.78M
43,525
$1.46M
0.11%
$0.04
0.01%
0.98% / -2.52%
None
22.00%
50,000
0.87
0.11%
0.05%
8
$33.58
5

IHDG Sector/Industry Breakdown


IHDG
Segment Benchmark
19.59%
11.88%
16.64%
15.47%
16.36%
10.57%
13.61%
10.06%
12.51%
6.82%
10.09%
7.78%
5.76%
23.85%
2.08%
3.64%
1.87%
6.49%
1.50%
3.43%

IHDG Top 10 Holdings[View All]

4.36%
4.28%
3.75%
3.36%
3.24%
2.79%
2.37%
2.27%
2.02%
1.97%
30.41%

IHDG Countries


IHDG
Segment Benchmark
19.32%
15.31%
18.55%
22.80%
8.45%
7.45%
7.40%
3.13%
6.75%
7.87%
6.18%
1.56%
6.16%
2.52%
6.09%
9.03%
3.82%
3.08%
3.71%
6.64%

IHDG Regions


IHDG
Segment Benchmark
72.33%
55.36%
27.28%
34.30%
0.39%
0.51%
--
9.82%

IHDG Economic Development


IHDG
Segment Benchmark
100.00%
100.00%
--
0.00%

IHDG Performance Statistics

0.76
0.93
0.77
1.11
0.38%
MSCI World ex USA IMI

IHDG MSCI ESG Ratings

AA
7.17 / 10
91.14
90.54
8.65%
6.51%
48.50

IHDG Benchmark Comparison Holdings

290
3552
275
16.06%

IHDG Benchmark Comparison Summary


IHDG
Segment Benchmark
290
3552
$47.53B
$53.33B
16.78
16.70
3.76
1.58
2.85%
3.26%
Low
Low

IHDG Benchmark Comparison Market Cap Size


IHDG
Segment Benchmark
71.70%
68.25%
22.53%
22.86%
5.77%
7.82%
0.00%
1.08%