DHS News and Press, WisdomTree U.S. High Dividend Fund From 01/09/23

Summary Avoiding growth last year paid enormous dividends, but I didn’t predict that growth stocks would fall in 2022, just that I couldn’t own them and fulfill our fiduciary duty. Near-term stock market performance is negatively correlated with economic growth. Commod...

Summary This article summarizes the performance of the entire U.S. equity market by examining 1Y, 3Y, 5Y, and 10Y returns for 850+ ETFs across 40 categories. Major indices declined, but investing in Energy, High-Dividend, and Large-Cap Value ETFs softened the blow. Meanwhile, searching ...

Summary The S&P family of growth and value style indexes conducted its annual rebalance in December, and there were some surprising twists. Despite Energy stocks remaining among the lowest sector valuations, the S&P value indexes dramatically reduced their weight. WisdomTree...

Summary Strength in indexes such as the ISM Services PMI has been one of the core arguments for those who assert the economy will avoid a second dip into recession. When it comes to the whole economy, the NFIB survey looks like a demand destruction situation. Looking forward in 2023...

Summary 2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Growth had a nice spurt off the lows in June and October ’22 but the higher 10-year Treasury yield is acting like a wet blanket for growth stocks. I continue to think that no...

Summary The Index DHS tracks reconstituted on December 14, 2022, resulting in significant changes to the portfolio's composition. Volatility increased while quality and earnings momentum decreased. The ETF's high 0.38% expense ratio didn't change either, unfortunately. However, I es...

WisdomTree U.S. High Dividend Fund ( NYSEARCA: DHS ) - $0.4646 . 30-Day SEC Yield of 3.71% as of Dec. 22. Payable Dec 29; for shareholders of record Dec 27; ex-div Dec 23. For further details see: WisdomTree U.S. High Dividend Fund declares monthly distribution of $0...

Summary The Energy sector has been just about the only bright spot for U.S. equities in 2022. Another major factor in explaining performance across sectors has been dividend yields. The strong performance of dividend-paying Consumer Staples and Health Care companies reduced the divi...

Summary As the year wraps up, dividend strategies finished a banner 12 months of outperformance compared to their broad-market counterparts. At this year’s rebalance, the WisdomTree U.S. dividend Indexes saw notable changes in sector weight allocations. We think the macro env...

Summary Invesco High Yield Equity Dividend Achievers ETF provides exposure to the top 50 companies with the highest dividend yields that have grown their dividends annually for the past 10 years. The PEY ETF has done well in the past year on the back of several notable winners. Howe...