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.
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September 2, 2014
If you're not investing in small caps on a global basis, you may be missing out
on more than just performance potential. Discover more about the possible advantages
small caps can offer your portfolio in our latest podcast.
Director of Research
Associate Director of Research
Recorded August 11, 2014. Past performance is not indicative of future results.
Holdings subject to change.
Price-to-earnings (P/E) ratio: Share price divided by earnings per share. Lower
numbers indicate an ability to access greater amounts of earnings per dollar invested.
Hedge: Apply strategies meant to mitigate the impact of currency movements on equity
Interest rate risk: The risk that an investment’s value will decline due to an increase
in interest rates.
Diversification does not eliminate the risk of experiencing investment losses. You
cannot invest directly in an index.
Dividends are not guaranteed and a company’s future ability to pay dividends may
be limited. A company currently paying dividends may cease paying dividends at any
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.
DFE – WisdomTree Europe
SmallCap Dividend Fund
EES – WisdomTree SmallCap
DXJS - WisdomTree Japan
Hedged SmallCap Equity Fund
DFJ - WisdomTree Japan SmallCap
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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
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RISKS: There are risks associated with investing, including possible
loss of principal. Investments focused in Europe or Japan may be increased by the
impact of events and developments associated with these regions, which can adversely
affect performance. Foreign investing involves special risks, such as risk of loss
from currency fluctuation or political or economic uncertainty. Investments in emerging,
offshore or frontier markets are generally less liquid and less efficient than investments
in developed markets and are subject to additional risks, such as risks of adverse
governmental regulation and intervention or political developments. Investments
in currency involve additional special risks, such as credit risk and interest rate
fluctuations. Funds focusing their investments on certain sectors and/or smaller
companies increase their vulnerability to any single economic or regulatory development.
This may result in greater share price volatility. Please read each Fund’s prospectus
for specific details regarding each Fund’s risk profile.
Jeremy Schwartz 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
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expressed herein do not necessarily represent the views of WisdomTree or any of