View all WisdomTree insights in the Index Rebalance Series category.
Information Technology posted one of the biggest gains among our large-cap dividend Indexes this year. Brian Manby explains how the 2025 rebalance of our dividend Indexes used Dividend Stream weighting to capture sector momentum while staying grounded in fundamentals.
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With S&P 500 valuations near dot-com era highs, investors face growing valuation risk. Hyun Kang explains how the December rebalance of WisdomTree’s earnings-weighted Indexes reduced exposure to unprofitable companies and restored valuation discipline across large-, mid- and small-cap strategies.
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Walmart may soon enter the Nasdaq 100, but not because it’s growing fast. Matt Wagner outlines the December rebalance of WisdomTree’s U.S. Quality Growth Index and contrasts it with indexes that overlook fundamentals like growth and profitability.
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The annual rebalance of the WisdomTree U.S. Quality Dividend Growth Index went effective at the market close on Wednesday, December 10. Matt Wagner highlights methodology enhancements, the biggest portfolio shifts and how the strategy is positioned heading into 2026.
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Global dividends reached $1.7 trillion in 2025—yet 57% of that came from outside the U.S., despite America holding 63% of the global market cap. Brian Manby breaks down how WisdomTree rebalanced its global dividend Indexes to better capture where real dividend income is being generated.
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Japan’s market strength is grabbing headlines, but it’s the fundamentals that tell the real story. Hyun Kang explains how WisdomTree’s Japan Dividend Indexes were rebalanced to sharpen dividend focus, improve valuations and align with pro-growth tailwinds.
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Emerging markets are up 27% YTD, nearly double the S&P 500, driven by China tech and AI enthusiasm. Hyun Kang explains how WisdomTree’s latest Emerging Markets Dividend rebalance shifts exposure back to fundamentals, offering a more measured approach amid fast-moving gains.
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International equities are finally attracting investors' attention. After a dominant 16-year stretch for U.S. stocks, many investors have overlooked meaningful exposure outside the U.S. But with...
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U.S. stocks have led for 16 years, but 2025 shows signs of a turning tide in favor of international equities. Matt Wagner explains how the rebalanced WisdomTree International Quality Dividend Growth Index strengthens core alignment and profitability screens while enhancing exposure to Financials and maintaining a focus on quality dividend growth.
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Value investors looking for opportunities outside of large caps may want to consider mid- and small-cap dividends. Hyun Kang discusses investment ideas and the recent reconstitutions of the WisdomTree U.S. MidCap and SmallCap Dividend Indexes.
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Momentum stocks like MicroStrategy can make headlines, but do they truly reflect growth? Matt Wagner explains why the Nasdaq 100’s market cap-based approach misses true growth opportunities and how the WisdomTree U.S. Quality Growth Index better targets high-profit, high-growth companies.
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With growth stocks surging and market valuations near historic highs, finding value remains tough. Hyun Kang explains how the latest rebalance of WisdomTree’s U.S. Dividend Indexes aims to balance risk and reward through strategic sector adjustments.
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