IVE - WTV: Value Focused Dividends

2024-02-23 08:24:03 ET

Summary

• The WisdomTree U.S. Value Fund seeks to provide investors with above-average income and capital appreciation.
• The fundamental emphasis on shareholder yield demonstrates WisdomTree's belief that it is one of the most effective measures of value.
• WTV was rebranded in January 2022 from WisdomTree U.S. Quality Shareholder Yield Fund.

The WisdomTree U.S. Value Fund (WTV) seeks to provide investors with above-average income and capital appreciation opportunities by screening for companies that provide a high total shareholder yield and have strong fundamentals in the value space. By looking for high-quality businesses at reasonable valuations combined with buyback programs for the "right reasons" as any ABC Bachelor/ette viewer has often heard, WTF believes it's found the secret sauce of Warren Buffett's investment philosophy: creating excess returns to shareholders through active fundamental analysis and quantitative screenings....

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