HGSD yields 8.03% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HGSD + JEPQ cover 0 of 12 months — good coverage
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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.
Full HGSD Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.