A Decade Of Out-Performance: Inside WisdomTree's Dividend-Weighted Strategies
A decade ago, WisdomTree changed passive investing with the introduction of a sweeping series of dividend-weighted indexes.
WisdomTree Chief Investment Strategist Luciano Siracusano discusses our approach to dividends and how several WisdomTree
strategies outperformed traditional beta benchmarks over the past 10 years.
Below you will find links to our latest whitepapers, investment cases and current research.
You can also read economic and market commentary from our thought leaders and connect with us on social media.
August 8, 2016
Discover how the
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund (AGGY)
uses a rules-based approach to give investors a fresh alternative to the widely followed
Barclays US Aggregate Index (the “Agg”) while providing enhanced income and yield.
Senior Fixed Income Strategist
Fixed Income Strategist
Baa: Moody’s credit rating that implies the borrower has capacity to meet financial commitments,
but may be more vulnerable to adverse economic conditions. This rating includes the lowest level
of credit risk while still being investment-grade.
Brexit: an abbreviation of “British exit” that mirrors the term Grexit. It refers to the possibility that Britain will withdraw from the European Union
Credit: A contractual agreement in which a borrower receives something of value now and agrees to repay the lender at some date in the future.
Duration: A measure of a bond’s sensitivity to changes in interest rates. The weighted average accounts for the various durations of the bonds
purchased as well as the proportion of the total government bond portfolio that they make up.
Interest Rate Differentials: The Difference between the 2 Year interest rate swaps of the United Kingdom vs. the United States
Interest rate risk: The risk that an investment’s value will decline due to an increase in interest rates.
Investment Grade: A rating given to a municipal or corporate bond. It is a relatively favorable rating by either Moody’s or Standard & Poor’s indicating a
higher chance an issuer performs interest and principal obligations as promised by the terms of the debt issuance.
Safe-haven: Characterized by being a potentially desirable focal point of investment flows during periods of
increased volatility and market risk. Safe-haven is not synonymous with risk-free.
Treasury yield: The return on investment, expressed as a percentage, on the debt obligations of the U.S. government.
Yield: The income return on an investment. Refers to the interest or dividends received from a security that is typically expressed
annually as a percentage of the market or face value.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing.
To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473) or visit wisdomtree.com.
Read the prospectus carefully before you invest. Past performance is not indicative of future results.
There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk;
their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer
of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such
payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit,
valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.
Due to the investment strategy of the Fund, it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for
specific details regarding the Fund’s risk profile.
Kevin Flanagan and Bradley Krom are Registered Representatives of Foreside Fund Services, LLC.
Foreside Fund Services, LLC is not affiliated with the entities mentioned.
WisdomTree Funds are distributed by Foreside Fund Services, LLC. The sources, opinions and forecasts expressed by the
investment strategists are subject to change and should not be considered or interpreted as a recommendation to participate
in any particular trading strategy, or deemed to be an offer or sale of any investment product, and they should not be relied on as such.
The user of this information assumes the entire risk of any use made of the information provided herein. Unless expressly stated otherwise
the opinion, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.