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WisdomTree Insights

View all WisdomTree insights in the Commodities category.

The Commodity ETF Tax Surprise: When a Big Rally Doesn’t Mean a Big Return for Investors
Jonathan Flynn

The Commodity ETF Tax Surprise: When a Big Rally Doesn’t Mean a Big Return for Investors

Buying into a commodity rally late can leave investors with modest gains and a taxable distribution tied to earlier fund activity. Jonathan Flynn examines the gap between headline returns and estimated buyer returns, why distribution timing matters and how the WisdomTree Enhanced Commodity Strategy Fund (GCC) approaches futures investing.

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The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era
Jonathan Flynn

The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era

U.S. debt has surpassed $40 trillion as rising interest costs and long-term Treasury yields bring the de-dollarization theme back into focus. Jon Flynn examines how a weaker dollar, lower real rates and persistent inflation could reshape potential winners and losers across asset classes.

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When Neutral Atoms Meet Rare Earths
Christopher Gannatti, CFA

When Neutral Atoms Meet Rare Earths

Rare earth separation can require hundreds of solvent-extraction stages, making the process a critical bottleneck as the U.S. works to diversify supply chains. Chris Gannatti examines how a new Pasqal, USA Rare Earth and Riven Systems partnership is testing quantum machine learning against a real-world chemistry challenge.

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Four Markets, One Basket: A Mental Model for Commodities into 2027
Christopher Gannatti, CFA

Four Markets, One Basket: A Mental Model for Commodities into 2027

Copper inventories are sliding toward multi-decade lows, gold has given back nearly a fifth of its January highs and energy markets face a deepening supply deficit, four commodity stories moving in entirely different directions in 2026. Chris Gannatti explains how the WisdomTree Enhanced Commodity Strategy Fund (GCC)’s active sector weighting and carry-aware roll strategy account for these divergent forces across energy, metals and agriculture heading into 2027.

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Gold Monthly August 2026: Sentiment Turns More Positive
Christopher Gannatti, CFA
Nitesh Shah

Gold Monthly August 2026: Sentiment Turns More Positive

Rate-hike fears are fading, ETP inflows are returning and the dollar is weakening again, three tailwinds converging for gold. Christopher Gannatti and Nitesh Shah examine what’s driving the shift in sentiment and how capital-efficient strategies like the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN), the WisdomTree Efficient Gold Plus Equities Strategy Fund (GDE) and the WisdomTree Efficient Gold Plus TIPS Strategy Fund (GDT) let investors add gold exposure without selling down existing holdings.

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Precious Metals, Battery Materials and the Future of Mining: Dr. Richard Stewart, CEO of Sibanye-Stillwater, on The Next Big Thing
Christopher Gannatti, CFA
Mobeen Tahir

Precious Metals, Battery Materials and the Future of Mining: Dr. Richard Stewart, CEO of Sibanye-Stillwater, on The Next Big Thing

Platinum group metals are among the rarest metals on earth, with global annual production under 15 million ounces, yet demand is expanding into everything from touchscreen glass to hydrogen fuel cells. Chris Gannatti and Mobeen Tahir explore how Sibanye-Stillwater CEO Dr. Richard Stewart is rebuilding the company around mining, recycling and lithium through the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG).

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When Markets Get Complicated, Your Toolkit Should Be Ready
Christopher Gannatti, CFA

When Markets Get Complicated, Your Toolkit Should Be Ready

In 2022, the S&P 500 fell roughly 18% and the Bloomberg U.S. Aggregate Bond Index fell roughly 13%, the worst year for the 60/40 framework in decades. Christopher Gannatti makes the case for why the structural conditions behind that breakdown have not fully resolved, and why the WisdomTree Managed Futures Strategy Fund (WTMF) deserves a serious look in today’s persistently uncertain market.

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MP Materials and the Race to Rebuild Rare Earth Supply Chains: Ryan Corbett on "The Next Big Thing" Podcast
Christopher Gannatti, CFA
Mobeen Tahir

MP Materials and the Race to Rebuild Rare Earth Supply Chains: Ryan Corbett on "The Next Big Thing" Podcast

On a recent episode of The Next Big Thing podcast, Christopher Gannatti and Mobeen Tahir spoke with Ryan Corbett, CFO of MP Materials, about rebuilding the U.S. rare earth supply chain. They discuss why vertical integration, domestic magnet production and supply chain resilience are becoming increasingly important for investors.

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