Additional rules to be added to the WisdomTree US Quality Dividend Growth UCITS Index
23 November 2021
As of the upcoming index re-balance for the WisdomTree U.S. Dividend Index family on 14th December, the following additional rules will be added to the WisdomTree U.S. Quality Dividend Growth UCITS Index (WTDGNUHP):
- Eligible companies are ranked using a weighted combination of three factors: 50% weighted to the rank of medium-term estimated earnings growth, 25% weighted to the rank of the historical three-year average return on equity, and 25% weighted to the rank of the historical three-year average return on assets. Companies with negative equity and therefore undefined return on equity will be given a median score as long as they’ve shown dividend growth over the past 5 years.