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.
September 15, 2015
When it comes to Greece and Europe, it can be
challenging to separate rumor from fact. How do you know what matters,
what’s irrelevant, and how to position portfolios going forward? Find out in our podcast.
Director of Research
Associate Director of Research
Hedging can help returns when a foreign currency depreciates against the U.S. dollar, but can hurt when the foreign currency appreciates against the U.S. dollar.
Inflation: Characterized by rising price levels.
ECB: European Central Bank
Quantitative Easing (QE): A government monetary policy occasionally used to increase the money supply by buying government securities or
other securities from the market. Quantitative easing increases the money supply by flooding financial institutions with capital, in an effort
to promote increased lending and liquidity.
Wolfgang Schäuble: German Finance Minister
Hedge: Making an investment to reduce the risk of adverse price movements in an asset.
Normally, a hedge consists of taking an offsetting position in a related security, such as a futures contract.
Volatility: A measure of the dispersion of actual returns around a particular average level.
Mario Draghi: President of the European Central Bank
Deflation: The opposite of inflation, characterized by falling price levels.
Eurozone (EZ): Consists of the following 18 countries that have adopted the euro as their currency: Austria,
Belgium, Cyprus, Estonia, Finland, France, Germany, Greece, Ireland, Italy, Latvia, Luxembourg, Malta,
the Netherlands, Portugal, Slovakia, Slovenia and Spain (source: European Central Bank, 2014).
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.
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.
Dividend yields: Refers to the trailing 12-month dividend yield.
Dividends over the prior 12 months are added together and divided by the current share price.
Higher values indicate more dividends are being generated per unit of share price.
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 Tripp Zimmerman 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.