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.
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December 22, 2014
WisdomTree's head of capital markets David Abner breaks down the importance of an ETF-trading strategy when building an ETF portfolio.
For definitions of terms discussed in the video, please go to our Glossary.
Implied/Underlying Liquidity: Implied liquidity or implied daily tradable shares (IDTS) is a representation of how many shares can potentially be traded daily in an ETF as portrayed by the creation unit. The formula is: (30 day average daily volumes * variable percentage) / shares per creation unit) * creation unit size.
Market maker: Someone who quotes a buy and a sell price in a financial instrument.
Liquidity: The degree to which an asset or security can be bought or sold in the market without affecting the asset’s price. Liquidity is characterized by a high level of trading activity. Assets that can be easily bought or sold are known as liquid assets.
Underlying basket: securities held by a fund to replicate an investment strategy or index.
Spread: Typically refers to a difference between a measure of yield for one asset class and a measure of yield for either a different subset of that asset class or a different asset class entirely.
Emerging market: Characterized by greater market access and less potential for operational risks when compared to frontier markets, which leads to a larger base of potentially eligible investors.
The information provided to you herein represents the opinions of David Abner which are subject to change, and should not to 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 it should not be relied on as such. Unless expressly stated otherwise the opinions, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: 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 involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Fund’s they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. Ordinary brokerage commissions apply when trading ETFs.
David Abner is a registered representative of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only.