INSIGHTS & STRATEGIES

WisdomTree Blog

During an economic slowdown, smaller companies usually have less credit access to sustain cash flows and thinner profit margins, which makes them more prone to cutting dividends. However, during market recovery, small value historically tends to outperform large caps. Matt Wagner explains why investors should consider pairing their high-quality large-cap stocks with small- and mid-cap stocks.

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After a generation of large-cap growth outperformance, Jeff Weniger makes the case for investors to consider the switch to small- and mid-cap value stocks.

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Taking a step back from recent market volatility, rates have been trending lower since the late 2018 market correction, with the 10-Year Treasury at an all-time low. Matt Wagner explains why investors should consider mid- and small-cap dividend payers when diversifying income for equity portfolios in the current low-yield environment. 
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In WisdomTree’s view, market cap weighting can leave investors overly exposed to areas of the market where fundamentals don’t justify prices. Kara Marciscano explains why our suite of earnings-weighted ETFs were built to provide broad market exposure in a more valuation sensitive way.

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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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