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.
May 21, 2014
Smart Beta approaches can play many roles in a portfolio. But how can you evaluate them and which ones may work best for your needs? Learn more in our latest podcast.
Luciano Siracusano, III
Executive Vice President–Head of Sales and Chief Investment Strategist
Associate Director of Research
Ordinary brokerage commissions apply when trading exchange-traded funds.
Beta - Measure of the volatility of an index or investment relative to a benchmark. A reading of 1.00 indicates that the investment has moved in lockstep with the benchmark; a reading of -1.00 indicates that the investment has moved in the exact opposite direction of the benchmark.
S&P 500 Index - Market capitalization-weighted benchmark of 500 stocks selected by the Standard and Poor’s Index Committee designed to represent the performance of the leading industries in the United States economy.
Russell 2000 Index - measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 is a subset of the Russell 3000 Index representing approximately 10% of the total market capitalization of that index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.
MSCI EAFE Index - is a market cap-weighted index composed of companies representative of the developed market structure of developed countries in Europe, Australasia and Japan.
Active managers - Portfolio managers who run funds that attempt to outperform the market by selecting those securities they believe to be the best.
Hedge - Apply strategies meant to mitigate the impact of currency movements on equity returns.
Volatility - A measure of the dispersion of actual returns around a particular average level.
Alpha - Measure of risk-adjusted performance that compares how the constituents move relative to a benchmark.
Basis point - 1/100th of 1 percent.
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, call 1-866-909-WISE (9473) or visit wisdomtree.com. Read the prospectus carefully before you invest.
There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Investments focused in Europe and Japan may be impacted by events and developments associated with the region, which can adversely affect performance. Investments in currency involve additional special risks, such as credit risk and interest rate fluctuations. Derivative investments can be volatile and these investments may be less liquid than other securities, and more sensitive to the effect of varied economic conditions.
Luciano Siracusano and Christopher Gannatti are Registered Representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only. 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.