DHS News and Press, WisdomTree U.S. High Dividend Fund From 10/25/22

Summary While still a source of outperformance this year, the global rotation into Value struggled for traction in Q3, thwarted by a summer rally in long-time laggard Quality. The recent back-and-forth between Value and Quality reflects their compositional differences and the diff...

Summary We sit down to discuss why indexing changed everything, why value is back and the fact that not all inflation is created equal. Will value stocks win for the patient investor over the coming three to five years? I'd give that very, very high odds. Central banks believe...

Summary Dividend investors face a conundrum during bear markets: do I buy high-yield stocks or lower-yielding names that have faster dividend growth rates? As always, it depends on one's investing horizon and whether one is investing for a high current income or a high future inco...

Summary REGL tracks S&P Midcap 400 companies that have increased dividends for 15 consecutive years. Annual fees are 0.40% and the ETF currently yields 2.58%. REGL has an excellent track record because it's a low-volatility ETF with a five-year beta of just 0.84. In contrast, ...

Summary Skewness in asset returns is a perplexing phenomenon and evokes different behavior from investors. Our theory is that skewness tends to move based on investor preferences. Investors in growth stocks may be pursuing lottery-like payouts, especially when such stocks are ...

Summary YTD, the S&P 500 is now down 24% while bonds have their own double-digit losses. Like stock valuations, currency valuations aren’t great timing tools but over a 3-year period after becoming undervalued, the outperformance is strong. Consumer defensive stocks...

Summary The clock is ticking for Europe to shield its economy in the current energy crisis. One of the measures being touted is imposing an energy windfall tax on oil and gas profits to help households and businesses survive this upcoming winter season. As Europe plans to redu...

Summary As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. The question now is how fast can inflation fall and where does it come to rest? We don’t see a quick retrenchment or a return to the o...

Summary With inflation at the highest level in decades and volatility continuing to surge, equity investors are questioning their next moves. At the beginning of the year, financial conditions were very loose by any means historically, and we've very rapidly moved from loose finan...

Summary DIVZ is an actively-managed ETF currently holding 30 U.S. dividend-paying securities. With a focus on low-volatility, DIVZ has emerged a top-performer in the low-volatility category over the last year. The ETF is managed by Austin Graff, a CFA Charterholder and former co-m...