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Morningstar

WisdomTree Intl Hdgd Qual Div Gr ETF IHDG

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis IHDG

Will IHDG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IHDG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IHDG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IHDG’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Intl Hdgd Qual Div Gr ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IHDG

More IHDG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lvmh Moet Hennessy Louis Vuitton SE

4.97 116.5 Mil
Consumer Cyclical

Industria De Diseno Textil SA Share From Split

4.90 114.7 Mil
Consumer Cyclical

ASML Holding NV

3.95 92.5 Mil
Technology

AstraZeneca PLC

3.54 83.0 Mil
Healthcare

Novartis AG Registered Shares

3.36 78.6 Mil
Healthcare

Novo Nordisk A/S Class B

3.18 74.5 Mil
Healthcare

DHL Group

2.67 62.6 Mil
Industrials

Roche Holding AG

2.54 59.6 Mil
Healthcare

GSK PLC

2.37 55.5 Mil
Healthcare

Diageo PLC

2.33 54.6 Mil
Consumer Defensive