View all WisdomTree insights in the Active Equity category.
Value investing is in the spotlight, but not all value strategies are created equal. Kara Marciscano dives into how various value factors have performed over recent and longer-term periods.
Read the article
They say don’t meet your heroes, but they didn’t say anything about comparing yourself to them. How do our WisdomTree U.S. Quality Dividend Growth (DGRW) and U.S. Quality Shareholder Yield (QSY) Funds stack up against Berkshire Hathaway’s holdings? Kara Marciscano draws comparisons from three perspectives: quality, capital return and value.
Read the article
Businesses with excess cash have a choice: move it off the balance sheet as a dividend, which is often a taxable event, or repurchase shares, where taxes can be more easily managed. The latter can make a ton of economic sense, which is why share buybacks have become the other dividend. Jeff Weniger discusses strategies that focus on buybacks and shareholder yield.
Read the article
The fourth quarter was the worst quarter for U.S. equities in seven years, suggesting the nearly decade-long rally was over. But lo and behold, the S&P 500 Index just experienced its best start to a year in two decades. Where do U.S. equity valuations stand now?
Read the article
Research reports on share buybacks (and popular hit jobs in the press) tend to focus on the large-cap segment of the market, but the small-cap story is just as important.
Read the article
Few topics generate as much debate as share repurchases. While buyback skeptics often paint share repurchase programs with a negative brush, we have found that shareholder yield has been among the best measures of relative value over the past ten years.
Read the article
WisdomTree aspires to be at the forefront of innovative ways for marrying the benefits of the ETF structure with goals that are associated with active investing. WisdomTree is expanding this strategy and providing investors access to its multifactor approach with two new active ETFs: the WisdomTree International Multifactor Fund (DWMF) and the WisdomTree Emerging Markets Multifactor Fund (EMMF). 
Read the article
One of the most anticipated reports in the asset management industry is S&P Dow Jones’ SPIVA® U.S. Scorecard, a semiannual report that provides a glimpse at the performance of active managers in each asset class. With the start of the financial crisis nearly a full decade ago, we dig into the report’s 10-year numbers to get a comprehensive picture of the state of the active universe.
Read the article
In February 2007, WisdomTree launched the WisdomTree U.S. MidCap Earnings Index, and the WisdomTree U.S. MidCap Earnings Fund (EZM) to track it. With an almost 11-year live track record for reflection, we review why WisdomTree chose to weight this Index by earnings and how this decision has helped the ETF achieve returns at the top of its Morningstar Category of active and passive peers.
Read the article
Our original alpha-seeking strategies were packaged into Indexes, but the goals of those Indexes were clear: seek to provide better risk-adjusted total returns than standard market capitalization-weighted benchmarks over the coming decades. Our new Quality Shareholder Yield ETF, QSY, takes the pursuit of modern alpha a step further, running a quantitative active strategy.
Read the article
I recently found myself on a panel debating the merits of passive investing versus active management at an investment conference populated by mostly active investors and traders. It was an odd moment for me to be the principal defender of the low-cost market cap-weighted indexing world, given I also believe investors can improve upon a pure cap-weighted indexing approach. 
Read the article
