INSIGHTS & STRATEGIES

WisdomTree Blog

In baseball, some may be familiar with the “shifting over” strategy. Jeff Weniger uses the analogy for growth and value investors.

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U.S. mid-caps have outperformed large caps over the past decade. According to the efficient market hypothesis, any excess returns are simply a by-product of greater risk. We challenge this theory with the decade-long track record of the WisdomTree U.S. MidCap Dividend Fund (DON).

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Mid-cap value has been one of the most consistently performing asset classes over the last 25 years. With a market segment that is often overlooked, and in an investment style that the markets seem to hate, mid-cap value may be the most-hipster equity-style box out there.

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Factors like value are magnified when going down the market cap (size) spectrum. It is important for investors to know how factors are defined in their investments and what shade of value they get as they go smaller. In this post, we show how the definition of value matters given how low P/B has lagged low P/E over the last 10 years.
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The widely expected outcome of Democrats taking the House and Republicans keeping control of the Senate occurred on Tuesday in the midterm elections—and as we expected, the equity markets bounced higher due to “nothing bad happening,” while the bond market seemed to move on quickly.

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Over a decade ago, WisdomTree launched a family of dividend-weighted Indexes that were designed to manage valuation risk and increase dividend income of an equity basket. Here we focus on the mid-cap segment and how our dividend process results in a higher dividend yield.

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