WisdomTree U.S. Dividend Index family - Index re-balance
30 November 2022
As of the upcoming index re-balance for the WisdomTree U.S. Dividend Index family on December 13, 2022, the following additional rules will be added to the following Indexes.
WisdomTree US Quality Dividend Growth UCITS Index (WTDGNUHP):
- The maximum weight of any individual security is capped at 7%.
- Should the ratio of a security’s weight relative to its weight in a market capitalization weighted version of the index reach above 3x or fall below 0.33x, the weight of the security will be reduced or increased to meet the 3x or 0.33x thresholds, respectively.
WisdomTree US Equity Income UCITS Index (WTHYNUHP):
- Should the ratio of a security’s weight relative to its weight in a market capitalization weighted version of the index reach above 3x or fall below 0.33x, the weight of the company will be reduced or increased to meet the 3x or 0.33x thresholds, respectively.