WisdomTree Insights

Our suite of strategic and outcome-oriented Model Portfolios incorporates globally diversified equity allocations. Andrew Okrongly outlines the logic behind our conviction in global diversification and why valuation-focused investors might find international stocks particularly attractive in today’s market environment.
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Trying to predict future market performance is no guarantee; however, given historical performances and trends, we like how our portfolios are positioned. Scott Welch, Joe Tenaglia and Andrew Okrongly observe market outlooks and translate them to our current Model Portfolio allocations and positions.
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The DuPont Analysis provides an excellent tool for identifying higher-quality securities, products and model portfolios. Scott Welch discusses this tool and how it is applied when building the WisdomTree Model Portfolios.
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Stock picking isn’t dead—but Ryan Krystopowicz believes it should be for most independent advisors. He explains why and outlines how our Portfolio & Growth Solutions program can help.
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November 30, 2022, marked the three-year anniversary of the Siegel-WisdomTree Model Portfolios. Following this milestone, Scott Welch outlines the investment mandates these Models were created to resolve and analyzes how they have performed since their launch.
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There is a very real possibility that in the coming decades, most advisors will be exclusively utilizing home-office or third-party model portfolios. Ryan Krystopowicz discusses how advisors can become their clients’ “Financial MD” and potentially deliver better outcomes to their clients’ portfolios by utilizing third-party model portfolios.
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