WisdomTree

There are hundreds of funds, mutual funds and exchange traded funds claiming to be “balanced,” with balanced usually meaning a 60-40 split between equities and fixed income. A fund that is 60-40 in one year can change the following year, surprising investors in the process. The...

Emerging markets equities and exchange traded funds are following U.S. equities lower. If and when that situation is rectified, investors looking to play an emerging markets rebound may want to consider going beyond traditional ETFs. The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (...

Dividends play pivotal roles in a portfolio's long-term performance, but many investors often deploy dividend stocks or exchange traded funds alongside broad market exposures. When it comes to dividend ETFs, some may be suitable replacements for broad market funds, such as those tracking the S...

On their own, dividends and the size factor can reward investors with both developed and emerging markets equities. The combination of dividends and smaller stocks can be particularly potent with emerging markets stocks, but few exchange traded funds combine those concepts under the same umbrella....

Most fixed income assets have struggled in the new year. For example, the iShares Core US Aggregate Bond ETF (NYSE: AGG), the largest bond exchange traded fund in the U.S., is lower by 2.7 percent. Corporate bonds, both investment-grade and junk, are not offering much shelter from the storm....

Broadly speaking, commodities languished in February. A surprising spike in volatility sparked a rally in the U.S. dollar, which weighted on dollar-denominated commodities. That does not mean the case for commodities has evaporated — not with the asset class trading below all-time highs while...

As has been widely documented, value stocks in developed markets have trailed their growth and momentum counterparts. The same is true in emerging markets, as the MSCI EM Value Index trailed the MSCI EM Growth Index in four of the five years ending Dec. 31, 2017. With signs pointing to an emerging...

Mid-cap stocks and exchange traded funds can be glossed over compared to large- and small-cap equivalents, but the long-term performance of some mid-cap ETFs should not be ignored. The WisdomTree U.S. MidCap Earnings Fund (NYSE: EZM) proves as much. EZM, which celebrates its 11th birthday this week...

Amid surging Treasury yields, U.S. real estate stocks sagged last year. The largest exchange traded fund tracking real estate investment trusts gained just 4.9 percent in 2017, well behind the 21.7 percent returned by the S&P 500. The real estate ETF was significantly more volatile than the S...

Conventional wisdom dictates that rising interest rates are often punitive for high-dividend stocks and corresponding sectors. That was certainly the case in 2017, as the rate-sensitive telecom sector was the worst-performing group in the S&P 500, while the largest real estate and utilities...

Small-cap stocks are not always thought of as prime destinations for shareholder rewards like dividends. Rather, investors often prize smaller stocks for compelling growth prospects. Some exchange traded funds help investors access small caps while bolstering income. The WisdomTree U.S. SmallCap...

The Federal Reserve boosted interest rates three times in 2017 and expectations are in place for further tightening in 2018. Rising interest rates could plague rate-sensitive sectors. As has been widely documented, utilities and real estate are among the groups that are usually negatively...

As was widely documented throughout 2017, value stocks lagged their growth and momentum counterparts. The S&P 500 Value Index gained just 15.1 percent, trailing the S&P 500 by a wide margin and the S&P 500 Growth Index by over 1,100 basis points. Not all exchange traded funds dedicated...

The MSCI Emerging Markets Index is up about 29 percent year-to-date, prompting some investors to ponder the value proposition, if any, remaining with developing economies. After all, a large part of the thesis for embracing emerging markets equities when the asset class was lagging was that the...

This has been a banner year for Chinese stocks. The MSCI China Index is up 48.5 percent year-to-date, well ahead of the 30.5 percent returned by the S&P 500. While that performance by the MSCI China Index is undoubtedly impressive, other avenues to Chinese equities are performing even better....