What Is Tax Loss Harvesting?
Did you know that you can use an investment loss to help you improve your tax situation? We break down a strategy called tax-loss harvesting, which could help investors turn their loss into an advantage.
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Michael Barrer
Director of Capital Markets
Latest insights from Michael Barrer
Fixed Income ETFs Pass the Test...Again
The COVID-19-induced market volatility of March 2020 brought unprecedented stress to almost all financial asset classes. Michael Barrer explains how fixed income ETFs operated exactly as expected during the extreme volatility of March 2020, and with an added layer of liquidity.
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XSOE: “If you trade it, liquidity will come”
Over the past year, the WisdomTree Emerging Markets ex-State-Owned Enterprise Fund ( XSOE) has seen stellar outperformance relative to its largest emerging markets ETF peers. Michael Barrer discusses the Fund’s growth.
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Small Trades Matter Too: Best Practices for Small Lot Trading
As the adoption of ETF Model Portfolios continues to rise, many investors are asking about small rebalance trades that don’t require a block trade. Michael Barrer outlines the best practices for an easier and better execution experience for small lot trading.
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Switching It Up—ETF Trading
Many of you are familiar with the key ETF best trading practices and order types: Don’t trade in the first or last 15 minutes of the day, don’t use market orders and know how to use your trading desk and capital markets resources. What is less commonly known, but extremely important, is the practice of a switch trade.
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ETF Creation/Redemption Process: Behind the Scenes
ETFs can offer an attractive and efficient way for investors to gain access to all aspects of the marketplace and have greatly leveled the investment landscape in terms of availability to all asset classes and regions. As ETFs continue to grow in assets and scope of coverage, we are often asked questions about how they actually work. 
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