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- Upturn Summary
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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
10/23/2026: IHDG (1-star) is currently NOT-A-BUY. Pass it for now.
IHDG provides exposure to high-quality, dividend-growing companies in international developed markets while using currency forwards to hedge against U.S. dollar volatility. Its strengths include a disciplined, factor-based investment strategy and effective currency management. It is primarily used as a core international equity building block for investors seeking dividend income and quality growth. The main risks involve systemic international market volatility and the impact of the currency hedge in different interest rate environments. It is best suited for long-term investors looking to diversify away from domestic markets while avoiding foreign exchange risk.
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 | The fund prioritizes dividend growth and quality over pure aggressive growth stocks. |
| Momentum investor | Strong fit while signal remains positive | The quality factors utilized can align with positive momentum trends in international markets. |
| Value investor | Mixed fit | While it focuses on fundamentals, it is a quality-growth tilt rather than a traditional deep-value strategy. |
| Dividend/Income investor | Strong fit | The focus on sustainable, growing dividends makes this a strong candidate for income-oriented portfolios. |
| Low-risk investor | Mixed fit | Currency hedging reduces one layer of risk, but international equity exposure remains inherently volatile. |
Investor Profile
Ideal Investor Profile
Investors seeking international equity exposure who want to eliminate the risk of currency fluctuations and focus on high-quality, dividend-growing companies.
Suitability
Best suited for long-term investors looking for a core international holding with a defensive, quality-focused bias.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities are subject to market volatility that hedging cannot fully eliminate. |
| Market risk | High | The fund is fully exposed to systemic risks within developed international equity markets. |
| Concentration | Medium | Sector and country allocations are driven by index rules and may become concentrated. |
| Tracking/expense | Low | The fund maintains a transparent structure with moderate operational costs. |
| Liquidity | Low | Underlying holdings are generally highly liquid large-cap stocks. |
| Business/sector quality | Low / none | The quality screening process aims to filter out businesses with weak balance sheets. |
Risk Analysis
Volatility
IHDG exhibits moderate to high volatility typical of international equities, mitigated somewhat by the quality factor and currency hedging.
Market Risk
The primary risk is a broad decline in international equity markets, which the fund does not hedge against.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed International Markets (Ex-U.S.) | 98 | The fund invests in high-quality dividend-growth companies across various developed international markets. |
| Derivatives | Currency Forward Contracts (USD Hedge) | 2 | These derivatives are used to hedge against foreign currency fluctuations to isolate equity returns. |
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 10/23/2026 |
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