WisdomTree Global Hedged SmallCap Dividend Fund

Frequently Asked Questions About HGSD

What does HGSD invest in?

The investment seeks to track the price and yield performance of the WisdomTree Global Hedged SmallCap Dividend Index. Under normal circumstances, the fund will invest at least 80% of its total assets in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index designed to provide exposure to small-capitalization companies selected from the WisdomTree Global Dividend Index. The fund is non-diversified.

What is the expense ratio of HGSD?

WisdomTree Global Hedged SmallCap Dividend Fund (HGSD) charges an expense ratio of 0.43%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HGSD?

WisdomTree Global Hedged SmallCap Dividend Fund (HGSD) manages $8.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HGSD actively managed or an index fund?

HGSD is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (HGSD's is 0.43%) because there's no security selection cost.

When was HGSD launched?

WisdomTree Global Hedged SmallCap Dividend Fund (HGSD) launched in December 2015 and is managed by WisdomTree.

How has HGSD performed?

HGSD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.