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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April 24, 2012
Bruce Lavine moderates a discussion with Howard Silverblatt of Standard & Poor's and WisdomTree’s Jeremy Schwartz, on the recent AAPL dividend announcement and the current trends in technology companies paying more dividends.
President & Chief Operating Officer of WisdomTree
Director of Research
Senior Index Analyst
For informational purposes only and should not be considered tax advice.
The podcast contained discussion of companies included within the WisdomTree Total Dividend Fund (DTD) and WisdomTree LargeCap Dividend Fund (DLN). The weights of such companies discussed as of 3-31-12 are as follows for the WisdomTree Total Dividend Fund: AT&T 3.46%, Pitney Bowes 0.09%, Johnson & Johnson 2.09%, Abbott Labs 1.07%, ADP 0.26%, McDonald's 0.91%, Intel 1.62%, Microsoft 2.63%, Cisco 0.46%, and Apple- Not Included. The weights of such companies discussed as of 3-31-12 are as follows for the WisdomTree LargeCap Dividend Fund: AT&T 4.03%, Pitney Bowes Not Included, Johnson & Johnson 2.37%, Abbott Labs 1.23%, ADP 0.30%, McDonald's 1.05%, Intel 1.88%, Microsoft 3.10%, Cisco 0.56%, and Apple- Not Included.
Basis Point is defined as 1/100th of 1 percentage point.
S&P High Yield Dividend Aristocrats Index: Designed to track the performance of dividend-paying companies in the U.S. that have increased their annual dividend payments for the last 25 or more consecutive years.
S&P 500 Index: Market capitalization-weighted index of 500 stocks selected by the Standard & Poor's Index Committee designed to represent the performance of the leading industries in the United States economy.
The Russell 3000 Index measures the performance of the 3,000 largest U.S. companies based on total market capitalization.
Tip Yields Source: Bloomberg
Dividend Data Source: WisdomTree, Bloomberg
Yield Data Source: Standard & Poor's
2nd Largest Dividend Payer Source: Standard & Poor's
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 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. Funds focusing on a single sector generally experience greater price volatility. 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, intervention and political developments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
Jeremy Schwartz and Bruce Lavine are registered representatives of Foreside Fund Services, LLC.
WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only.