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Upturn AI Summary
WisdomTree International Hedged Quality Dividend Growth Fund(IHDG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IHDG
09/25/2026: IHDG (1-star) is currently NOT-A-BUY. Pass it for now.
WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) offers a targeted investment in high-quality, dividend-paying companies across developed international markets. By using a systematic factor-based approach, it selects for companies with strong growth and financial health, while its currency-hedged strategy isolates these equity returns from foreign exchange volatility. Its primary strengths include professional issuer management and a clear, rules-based methodology, making it a useful tool for portfolio diversification. Investors should remain mindful of the higher expense ratio compared to passive indices, the potential drag during periods of U.S. Dollar weakness, and general international equity market risks. It is best suited for long-term investors who want international exposure without the 'noise' of currency fluctuations and should be monitored alongside trends in global corporate profitability and currency movements.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | It focuses on dividend growth rather than pure capital appreciation, which may underperform high-growth tech-heavy strategies. |
| Momentum investor | Strong fit while signal remains positive | The quality-growth factor screening can align well with positive trend-following signals during bull market phases. |
| Value investor | Mixed fit | While dividend-focused, the quality growth criteria may lead to higher valuation multiples than traditional deep-value funds. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed to identify international companies with sustainable and growing dividend streams. |
| Low-risk investor | Mixed fit | Currency hedging reduces one layer of volatility, but the fund remains exposed to equity market risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is a U.S.-based individual or institution seeking long-term exposure to high-quality international dividend growers while wanting to avoid the impact of currency fluctuations.
Suitability
The fund is best suited for long-term investors using it as a core international holding or as a tactical component when they expect the U.S. Dollar to remain strong.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | International equities inherently carry market volatility regardless of currency hedging. |
| Market risk | Medium / high | Global economic cycles and geopolitical events directly impact the performance of underlying constituents. |
| Concentration | Medium | The quality-growth filter may lead to sector biases compared to broad international market indices. |
| Tracking/expense | Low | The fund generally tracks its benchmark closely with a transparent fee structure. |
| Liquidity | Low | As a moderately large ETF, it generally provides sufficient liquidity for standard trade sizes. |
| Business/sector quality | Low / none | The strategy explicitly selects for high-quality companies, mitigating some business risk. |
Risk Analysis
Volatility
IHDG exhibits moderate volatility, generally aligned with broad international indices, mitigated slightly by the hedging of currency components.
Market Risk
Investors face primary risks from underlying security price declines, global economic downturns, and the effectiveness of the currency hedge in varying interest rate environments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed International Markets (ex-US) | 98.5 | This provides diversified exposure to international equity markets while removing currency risk. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Represents residual cash and collateral held for currency hedging operations. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.72% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $2.11B |
| Issuer | WisdomTree |
| Expense Ratio | 0.58% |
| Distribution Yield | 1.78% |
| Inception | May 7, 2014 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.99% |
| 1 Year | +16.23% |
| 3 Year | +12.79% |
| 5 Year | +7.77% |
| 10 Year | +10.23% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.74% |
| 3Y Volatility | 10.95% |
| 3Y Sharpe Ratio | 0.73 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 5 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 55.19% |
| Large Cap | 29.39% |
| Mid Cap | 13.38% |
| Small Cap | 0.33% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 24.07% |
| Consumer Cyclicals | 18.46% |
| Financial Services | 17.75% |
| Technology | 11.11% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.89x |
| Portfolio P/B | 2.49x |
| Portfolio P/S | 1.62x |
| Holdings Turnover | 86.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Toyota Motor | 4.57% |
| Banco Bilbao Vizcaya Argentaria SA | 3.62% |
| BP | 3.30% |
| Industria de Diseno Textil SA | 3.20% |
| ING Groep NV | 2.88% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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