WisdomTree Insights

Amid a backdrop of all-time high U.S. equity markets, regional banks are still grappling with the aftermath of last year’s crisis. Brian Manby delves into this and offers insights into navigating the ongoing challenges within the banking sector with our small- and mid-cap Funds. 
Read the article
Emerging market small caps are not only a source of growth and income but also a way to diversify portfolios. Jeremy Schwartz highlights how the WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) seeks to help investors capture the opportunities and avoid the pitfalls of this asset class.
Read the article
We recently conducted an annual rebalance for the WisdomTree U.S. SmallCap Dividend Index. Brian Manby assesses how its composition and fundamentals changed during our screening and reconstitution processes.
Read the article
Following two straight years of policy tightening, the historical relationship between U.S. equities and interest rates has been flipped upside down. Brian Manby reviews what this means for portfolio construction and makes the case for small-cap value in this environment. 
Read the article
Small caps have been underperforming large caps due to the pressure of higher interest rates. Brian Manby explores how this affects their earnings and balance sheets, and why quality is the key to investing in the small-cap space.
Read the article
Amidst fears of the risk of a recession this year, we wanted to analyze how our Indexes performed in different economic scenarios. Christopher Gannatti evaluates our earnings strategies across the market cap size spectrum against benchmarks during specific parts of the business cycle.
Read the article