The AI Revolution Continues
By Christopher Gannatti, CFA, Global Head of Research Key Takeaways The performances of the WisdomTree AI & Innovation Fund (WTAI) and the WisdomTree U.S. Quality Growth Fund (QGRW) offer insights into investor behavior and performance attribution in the AI sector amidst the AI revolution.
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
WisdomTree (WT) May AUM Rises 3.1% on Solid Net Inflows
WisdomTree's (WT) AUM balance in May 2024 rises on the back of total net inflows in six out of eight product categories.
WisdomTree U.S. Quality Dividend Growth Fund ETF Might Have "Dividend" in Its Name -- but That's Not Why You Should Buy It
WisdomTree U.S. Quality Dividend Growth Fund ETF has the word "dividend" right in the name. Putting "dividend" and "growth" right next to each other suggests that the ETF's goal is focused on dividend growth.
We Just Rebalanced Our AI Strategy—What Changed?
By Christopher Gannatti, CFA, Global Head of Research Key Takeaways We recently rebalanced the WisdomTree Artificial Intelligence & Innovation Index, which is tracked by the WisdomTree Artificial Intelligence & Innovation Fund (WTAI). The top 10 holdings in WTAI reflect the importance of big platform companies and the potential availability of AI-capable devices.
Gold investors need to buy the dip because that is what central banks are doing - WisdomTree
Neils Christensen has a diploma in journalism from Lethbridge College and has more than a decade of reporting experience working for news organizations throughout Canada. His experiences include covering territorial and federal politics in Nunavut, Canada.
Is WisdomTree U.S. LargeCap Dividend ETF a Strong ETF Right Now?
The The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. Managed by Wisdomtree, DLN has amassed assets over $4.01 billion, making it one of the larger ETFs in the Style Box - Large Cap Value. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree U.S. LargeCap Dividend Index. The WisdomTree U.S. LargeCap Dividend Index is a fundamentally weighted index that measures the performance of the large-capitalization segment of the U.S. dividend-paying market. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for DLN are 0.28%, which makes it on par with most peer products in the space. It has a 12-month trailing dividend yield of 2.21%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. DLN's heaviest allocation is in the Information Technology sector, which is about 20.50% of the portfolio. Its Financials and Healthcare round out the top three. When you look at individual holdings, DLN's top 10 holdings account for about 26.98% of its total assets under management. Year-to-date, the WisdomTree U.S. LargeCap Dividend ETF has added roughly 9.88% so far, and it's up approximately 21.03% over the last 12 months (as of 05/20/2024). DLN has traded between $58.89 and $72.50 in this past 52-week period. The ETF has a beta of 0.88 and standard deviation of 13.82% for the trailing three-year period, making it a medium risk choice in the space. With about 303 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. LargeCap Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. However, there are other ETFs in the space which investors could consider. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value. To read this article on Zacks.com click here.
