Upcoming index re-balance for the WisdomTree Global Developed ex-US Quality Dividend Growth UCITS Index
01 September 2025
The annual reconstitution and rebalance of the WisdomTree Global Developed ex-US Quality Dividend Growth UCITS Index (WTGXUDG) will be implemented following the close of trading, Monday, September 8, 2025. The screening date for this rebalance was on August 29, 2025. The weighting date for this rebalance will be on Thursday, September 4, 2025.
As of the upcoming index re-balance for WTGXUDG on September 8, 2025, the following changes will be implemented to the index:
- Companies classified in the Banks Industry will be ranked using a weighted combination of two factors: 50% weighted to the rank of medium-term estimated earnings growth, and 50% historical three-year average return on equity.
- The highest ranking 20% of Banks from the European, North American, and Other Developed regions will be selected for inclusion.
- The rest of the companies to be selected (i.e., to achieve 300 companies in total) will be based on their combined ranking: 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.
- Sector exposures will be adjusted to remain within +/- 10% of the float-adjusted market capitalization weight of the initial universe of eligible securities.