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What Is Modern Alpha™?

 

At WisdomTree, we believe investors shouldn’t have to choose between cost efficiency and performance potential. Modern Alpha™ combines the outperformance potential of active management with the benefits of passive management—to offer investors cost-effective funds that are built to perform.

 

The traditional active management, or “legacy alpha” can often carry higher cost, less transparency in your portfolio and the risk of human judgment. But it can also mean an outperformance potential. The traditional passive investing, or “legacy beta” usually offers lower cost, and more transparency and objectivity. But it doesn’t give investors the opportunity to potentially outperform the market. Modern Alpha™ combines the positives of each of the legacy investment approaches to enhance the investment experience.

 

 

*Ordinary brokerage commissions apply. Low cost represents lower expense ratio compared to higher priced investment options and ETFs.

 

In Their Own Words

 

Jonathan Steinberg 

CEO and President
WisdomTree Asset Management

Professor Jeremy Siegel 

Senior Advisor
WisdomTree Asset Management

Michael Steinhardt

Chairman of the Board
WisdomTree Investments, Inc.

Professor Jeremy Siegel and Jeremy Schwartz

Senior Advisor and Director of Research
WisdomTree Asset Management

 

Kurt MacAlpine

Global Head of Distribution
WisdomTree Asset Management

 

The Benefits of Modern Alpha™

 

In an environment where investors demand more value for their money, where regulations increasingly concern investors best interests, and where fee pressure is growing, ETFs offer a number of advantages including lower fees, zero investments minimums, greater transparency, and more. Of course, all ETFs are not created equal.

 

WisdomTree’s Modern Alpha™ ETFs offer additional advantages, including the potential for:


  • Enhanced portfolio returns
  • Increased dividend income
  • Reduced portfolio volatility and risk
  • More efficient exposure to risk premium

 

Our Modern Alpha™ Family

 

Our Modern Alpha™ family of ETFs provides the potential to outperform in many ways.

 

Dividend-weighted ETFs magnify the effects dividends have on performance, providing the potential for more income, for strength during down markets, for enhanced returns and reduced risk, and for improved overall portfolio returns.


Learn More about Dividends

Earnings-weighted ETFs provide the potential to benefit from only profitable companies (many ETFs invest in unprofitable companies) and to lower the P/E ratio for the given market, helping to manage valuation risk and magnify the effects that earnings have on risk and return characteristics.


Learn More about Domestic Core Equity

Factor ETFs provide the potential to benefit from exposure to specific factors (risk premiums) that have been proven to drive returns.

Learn More About Multifactor

Currency-hedged ETFs provide the potential to reduce portfolio volatility and risk by either hedging currency risk altogether or hedging it dynamically—to avoid it when it might hurt returns and to capitalize on it when it might help returns.
Learn More about Currency Hedged Equity

Ex-State-Owned Enterprise ETFs help avoid the state-owned companies in emerging markets that may not always have investor interests in mind, providing the potential to reduce risk and enhance returns.

Learn More about Ex-State-Owned Enterprise

Fixed income ETFs provide the potential to enhance yields, to reduce risk and to capitalize on local currency debt as well as the ability to manage risk, and more.

Learn More about Fixed Income

Alternative ETFs enable investors to access sophisticated institutional strategies in the ETF format, providing the potential for enhanced returns, reduced risk and increased diversification.

Learn More about Alternative

Asset Allocation ETFs provide investors with one trade access to a diversified portfolio of equities and bonds. By gaining exposure via an ETF, investors can use these strategies as a core holding or as a complement to other diversifying assets. In addition to having no investment minimums, our asset allocation ETFs provide low fees, full transparency and daily liquidity*.

Learn More about Asset Allocation

DOMESTIC EQUITY ETFs

 

Large Cap Core

 

EPS U.S. LargeCap
EXT U.S. Total Market
DGRW U.S. Quality Dividend Growth
USMF U.S. Multifactor
QSY U.S.Quality Shareholder Yield

 

Mid & Small Cap Core

 

EZM U.S. MidCap
EES U.S. Small Cap
DGRS U.S. SmallCap Quality Dividend Growth

 

Large Cap Value

 

DLN U.S. LargeCap Dividend
DTD U.S. Total Dividend
DHS U.S. High Dividend
DTN U.S. Dividend ex-Financials

 

Mid & Small Cap Value

 

DON U.S. MidCap Dividend
DES U.S. SmallCap Dividend

EMERGING MARKETS EQUITY ETFs

 

Emerging Markets

 

DVEM Emerging Markets Dividend
DEM Emerging Markets High Dividend
DGRE Emerging Markets Quality Dividend Growth
EMMF Emerging Markets Multifactor
EMCG Emerging Markets Consumer Growth
DGS Emerging Markets SmallCap Dividend
XSOE Emerging Markets ex-State-Owned Enterprises

 

Regional/Single Country

 

CXSE China ex-State-Owned Enterprises
WCHN ICBCCS S&P China 500
GULF Middle East Dividend
EPI India Earnings
IXSE India ex-State-Owned Enterprises
INTERNATIONAL EQUITY ETFs

 

International

 

DWM Intl. Equity
DWMF International Multifactor
DDWM Dynamic Currency Hedged Intl. Equity
DOL
Intl. LargeCap Dividend
DOO Intl. Dividend ex-Financials
DTH Intl. High Dividend
DHDG Dynamic Currency Hedged International Quality Dividend Growth
IHDG Intl. Hedged Quality Dividend Growth
IQDG Intl. Quality Dividend Growth

 

International Mid & Small Cap

 

DLS Intl. Smallcap Dividend
DDLS Dynamic Currency Hedged Intl. SmallCap
DIM Intl. MidCap Dividend

 

Global

 

DNL Global ex-U.S. Quality Dividend Growth
DEW Global High Dividend
DRW Global ex-U.S. Real Estate
XMX Global ex-Mexico Equity
PLAT Modern Tech Platforms

 

Regional/Single Country

 

DXJ Japan Hedged Equity
JAMF Japan Multifactor
AXJL Asia Pacific ex-Japan
HEDJ Europe Hedged Equity
EUDG Europe Quality Dividend Growth
DXGE Germany Hedged Equity
EUMF Europe Multifactor

 

Regional/Single Country Small Cap

 

DFJ Japan SmallCap Dividend
DXJS Japan Hedged SmallCap Equity
DFE Europe SmallCap Dividend
EUSC Europe Hedged SmallCap Equity
FIXED INCOME


Strategic Core

 

AGGY Yield Enhanced U.S. Aggregate Bond
SHAG Yield Enhanced U.S. Short-Term Aggregate Bond
GLBY Yield Enhanced Global Aggregate Bond


Short Term Government

 

USFR Floating Rate Treasury


Interest Rate Strategies

 

AGZD Interest Rate Hedged U.S. Aggregate Bond
AGND Negative Duration U.S. Aggregate Bond
HYZD Interest Rate Hedged High Yield Bond
HYND Negative Duration High Yield Bond


Credit

 

WFIG Fundamental U.S. Corporate Bond
SFIG Fundamental U.S. Short-Term Corporate Bond
WFHY Fundamental U.S. High Yield Corporate Bond
SFHY Fundamental U.S. Short-Term High Yield Corporate Bond


Emerging Markets

 

ELD Emerging Markets Local Debt
EMCB Emerging Markets Corporate Bond


Currency Strategies

 

CEW Emerging Currency Strategy
USDU Bloomberg U.S. Dollar Bullish
CYB Chinese Yuan Strategy
ALTERNATIVE

 

Long/Short

 

DYLS Dynamic Long/Short U.S. Equity
DYB Dynamic Bearish U.S. Equity


Managed Futures

 

WTMF Managed Futures Strategy

 

Option-Based

 

PUTW CBOE S&P 500 PutWrite Strategy
RPUT CBOE Russell 2000 PutWrite Strategy


Commodity

 

GCC Continuous Commodity Index
ASSET ALLOCATION


Multi-Asset

 

WBAL Balanced Income
NTSX 90/60 U.S. Balanced

 

The Rules of Modern Alpha™

 

At WisdomTree, we believe in following rules—just not those set by others. We make our own rules and develop both our own Indexes and our own ETFs. But we do not innovate simply for innovation’s sake. For example, when considering whether to develop a new investment, we always ask three questions:

 

1

Is it a truly distinct investment? Because we don’t believe in developing “me too” investments.

2

Does the strategy add value? Because we want to offer unique access, a distinct way to reduce risk or a better way to achieve a goal.

3

Are we adding value through structure? Because we want people to be able to access sophisticated strategies with all the advantages of ETFs.

If the answer to at least two of these criteria is not yes, we will not pursue the investment idea.