WisdomTree Insights

Did you know there is a strategy that investors can use to minimize the impact of taxes on their portfolio? Vanya Sharma outlines this strategy, called tax-loss harvesting, which can help mitigate both short-term and long-term tax liabilities on your investing portfolio.
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Did you know that you can use an investment loss to help you improve your tax situation? We break down a strategy called tax-loss harvesting, which could help investors turn their loss into an advantage.

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The COVID-19-induced market volatility of March 2020 brought unprecedented stress to almost all financial asset classes. Michael Barrer explains how fixed income ETFs operated exactly as expected during the extreme volatility of March 2020, and with an added layer of liquidity.
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Over the past year, the WisdomTree Emerging Markets ex-State-Owned Enterprise Fund ( XSOE) has seen stellar outperformance relative to its largest emerging markets ETF peers. Michael Barrer discusses the Fund’s growth.
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As the adoption of ETF Model Portfolios continues to rise, many investors are asking about small rebalance trades that don’t require a block trade. Michael Barrer outlines the best practices for an easier and better execution experience for small lot trading.

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Many of you are familiar with the key ETF best trading practices and order types: Don’t trade in the first or last 15 minutes of the day, don’t use market orders and know how to use your trading desk and capital markets resources. What is less commonly known, but extremely important, is the practice of a switch trade.

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