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.
June 19, 2014
International investments are extremely important to a well-diversified portfolio.
However, foreign currencies tend to increase portfolio volatility—and may
reduce your investment returns. Currency hedging can help. Discover how in our latest
Director of Research
Associate Director of Research
Bank of Japan security purchase information can be found
Diversification does not eliminate the risk of experiencing investment losses.
Risk: Also standard deviation, which measures the spread of actual returns around
an average return during a specific period. Higher risk indicates greater potential
for returns to be farther away from this average.
Hedge: Apply strategies meant to mitigate the impact of currency movements on equity
Volatility: A measure of the dispersion of actual returns around a particular average
Federal Reserve ("Fed"): The Federal Reserve System is the central banking system
of the United States.
"ECB": European Central Bank.
Tapering: A shift in monetary policy by which the Federal Reserve would begin decreasing
the amount of bonds it purchases.
"ETFs": Exchange-traded funds
Mario Draghi: President of the European Central Bank.
Inflation: Characterized by rising price levels.
MSCI EAFE Index: A market cap-weighted index composed of companies representative
of the developed market structure of 21 developed equity markets in Europe, Australsia
Macro: Focused on issues impacting the overall economic landscape as opposed to
those only impacting individual companies.
DXJ – WisdomTree Japan Hedged
HEDJ – WisdomTree Europe
Hedged Equity Fund
IHDG – WisdomTree International
Hedged Dividend Growth Fund
Past performance is not indicative of future results. You cannot invest directly
in an Index. An asset allocation strategy does not guarantee a profit or protect
against a loss.
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 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. As these Funds can
have high concentrations in some issuers, the Funds can be adversely impacted by
changes affecting those issuers. Due to the investment strategy of these Funds they
may make higher capital gain distributions than other ETFs. 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
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