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INDEX RECONSTITUTION

December 30, 2020 

The WisdomTree Managed Futures Index is reconstituted on a monthly basis and will implement the below changes after the close of trading on December 31, 2020.

 

WisdomTree Managed Futures Index (WTMFPR)

 

December 29, 2020

 

The hedge ratios for the WisdomTree Dynamic Currency Hedged Equity Indexes for the month of January are as follows and will be implemented after the close of trading on December 31, 2020.  

 

WisdomTree Dynamic Currency Hedged Equity Indexes

 

December 17, 2020

Newtek Business Services Corp. (NEWT US), Sedol No. BRWZXQ8, will not be included in the WisdomTree U.S. SmallCap Index at the upcoming reconstitution after the close of trading on December 18, 2020.

 

December 14, 2020

The components and weights for the U.S. Small Cap Quality Dividend Growth reconstitution list have been updated.

  • The changes to the Index will be implemented following the close of trading, Friday, December 18th, 2020. 
  • The implemented Index components and weightings will be published on the WisdomTree website Index page starting on Tuesday, December 22nd, 2020. 

WisdomTree U.S. SmallCap Quality Dividend Growth Index

 

December 11, 2020 

In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree U.S. Dividend Index, WisdomTree U.S. LargeCap Dividend Index, WisdomTree U.S. MidCap Dividend Index, WisdomTree U.S. SmallCap Dividend Index, WisdomTree U.S. High Dividend Index, WisdomTree US Equity Income UCITs Index, WisdomTree U.S. Dividend ex-Financials Index, WisdomTree U.S. Quality Dividend Growth Index, WisdomTree U.S. Quality Dividend Growth UCITS Index, WisdomTree U.S. SmallCap Quality Dividend Growth Index, WisdomTree U.S. LargeCap Index, WisdomTree U.S. MidCap Index, WisdomTree U.S. SmallCap Index, and WisdomTree Low P/E Index screen annually for the new components to be added to (or deleted from) the Indexes.    

  • The screening date was on November 30, 2020.
  • Updated lists will be published on December 11th, 2020. 
  • The changes to the Indexes will be implemented following the close of trading, Friday, December 18th, 2020. 
  • The implemented Index components and weightings will be published on the WisdomTree website Index pages starting on Tuesday, December 22nd, 2020. 

WisdomTree U.S. Dividend Index

WisdomTree U.S. LargeCap Dividend Index

WisdomTree U.S. MidCap Dividend Index

WisdomTree U.S. SmallCap Dividend Index

WisdomTree U.S. High Dividend Index

WisdomTree US Equity Income UCITs Index

WisdomTree U.S. Dividend ex-Financials Index

WisdomTree U.S. Quality Dividend Growth Index

WisdomTree U.S. Quality Dividend Growth UCITS Index

WisdomTree U.S. SmallCap Quality Dividend Growth Index

WisdomTree U.S. LargeCap Index

WisdomTree U.S. MidCap Index

WisdomTree U.S. SmallCap Index

WisdomTree Low P/E Index

 

December 7, 2020 


In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree U.S. Multifactor Index and the WisdomTree Canada Quality Dividend Growth Index "screen" quarterly for the new components to be added to (or deleted from) the Indexes.    
• The screening date was on November 30, 2020. 
• The changes to the Indexes will be implemented following the close of trading, Friday, December 11th, 2020. 
• The implemented Index components and weightings will be published on the WisdomTree website Index pages starting on Tuesday, December 15th, 2020.  

WisdomTree U.S. Multifactor Index (WTUSMF)

WisdomTree Canada Quality Dividend Growth Index (WTCDG)

 

November 13, 2020  

In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Battery Solutions Index "screens" semi-annually for the new components to be added to (or deleted from) the Index as of October 30th, 2020.   

  • Updated list will be published on Friday, November 13th, 2020.
  • The changes to the Index will be implemented following the close of trading, Friday, November 20th, 2020.
  • The implemented index components and weightings will be published on the WisdomTree website index pages starting on Tuesday, November 24th, 2020.   

WisdomTree Battery Solutions Index (WTBSI)

 

 

 

November 24, 2020

The WisdomTree Indexes listed below are reconstituted quarterly. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” quarterly for the new components to be added to (or deleted from) the Indexes by the end of November 30, 2020.

 

  • The changes to the Indexes will be implemented following the close of trading, November 30, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on December 1, 2020.

WisdomTree U.S. Corporate Bond Index (WFCIG)
WisdomTree U.S. Short-term Corporate Bond Index (WFCIGS)
WisdomTree U.S. BBB Corporate Bond Index (WFC3B)
WisdomTree U.S. Short-term BBB Corporate Bond Index (WFC3BS)

 

The WisdomTree Indexes listed below are reconstituted semi-annually. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” semi-annually for the new components to be added to (or deleted from) the Indexes by the end of November 30, 2020.

 

  • The changes to the Indexes will be implemented following the close of trading, November 30, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on December 1, 2020.

WisdomTree U.S. High Yield Corporate Bond Index (WFCHY)
WisdomTree U.S. Short-term High Yield Corporate Bond Index (WFCHYS)

 

August 26, 2020

The WisdomTree Indexes listed below are reconstituted quarterly. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” quarterly for the new components to be added to (or deleted from) the Indexes by the end of August 31, 2020.

  • The changes to the Indexes will be implemented following the close of trading, August 31, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on September 2, 2020.

WisdomTree U.S. Corporate Bond Index (WFCIG)
WisdomTree U.S. Short-term Corporate Bond Index (WFCIGS)
WisdomTree U.S. BBB Corporate Bond Index (WFC3B)
WisdomTree U.S. Short-term BBB Corporate Bond Index (WFC3BS)

 

May 27, 2020

As part of the monthly rebalance, the WisdomTree US High Yield, Zero Duration Index will be short the following securities:

6M Bellwether with a weight of 5.20%
2Y Bellwether with a weight of 33.36%
5Y Bellwether with a weight of 55.49%
10Y Bellwether with a weight of 5.96%

The index will hold these securities starting on June 1st 2020.

 

May 26, 2020

The WisdomTree Indexes listed below are reconstituted quarterly. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” quarterly for the new components to be added to (or deleted from) the Indexes by the end of May 29, 2020.

 

  • The changes to the Indexes will be implemented following the close of trading, May 29, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on June 1, 2020.

WisdomTree U.S. Corporate Bond Index (WFCIG)
WisdomTree U.S. Short-term Corporate Bond Index (WFCIGS)
WisdomTree U.S. BBB Corporate Bond Index (WFC3B)
WisdomTree U.S. Short-term BBB Corporate Bond Index (WFC3BS)

 

The WisdomTree Indexes listed below are reconstituted semi-annually. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” quarterly for the new components to be added to (or deleted from) the Indexes by the end of May 29, 2020.

 

  • The changes to the Indexes will be implemented following the close of trading, May 29, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on June 1, 2020.

WisdomTree U.S. High Yield Corporate Bond Index (WFCHY)
WisdomTree U.S. Short-term High Yield Corporate Bond Index (WFCHYS)

 

February 25, 2020

The WisdomTree Indexes listed below are reconstituted quarterly. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” quarterly for the new components to be added to (or deleted from) the Indexes by the end of February 28, 2020.

 

  • The changes to the Indexes will be implemented following the close of trading, Friday, February 28, 2020.
  • The implemented Index components and weights will be published on the WisdomTree website Index pages starting on Tuesday, March 3, 2020.

WisdomTree U.S. Corporate Bond Index (WFCIG)
WisdomTree U.S. Short-term Corporate Bond Index (WFCIGS)
WisdomTree U.S. BBB Corporate Bond Index (WFC3B)
WisdomTree U.S. Short-term BBB Corporate Bond Index (WFC3BS)

 

November 25, 2019

The WisdomTree Indexes listed below are reconstituted semi-annually. In accordance with the WisdomTree Index Rules-Based Methodology, the WisdomTree Indexes listed below “screen” semi-annually for the new components to be added to (or deleted from) the Indexes by the end of November 29, 2019.

 

  • The changes to the indexes will be implemented following the close of trading, Friday, November 29, 2019.
  • The implemented index components and weights will be published on the WisdomTree website index pages starting on Tuesday, December 3, 2019.

WisdomTree U.S. High Yield Corporate Bond Index (WFCHY)
WisdomTree U.S. Short-term High Yield Corporate Bond Index (WFCHYS)