DLN News and Press, WisdomTree U.S. LargeCap Dividend Fund From 01/06/23

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 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...

WisdomTree U.S. LargeCap Dividend Fund ( NYSEARCA: DLN ) - $0.2354 . 30-Day SEC Yield of 2.53% as of Dec. 22. Payable Dec 29; for shareholders of record Dec 27; ex-div Dec 23. For further details see: WisdomTree U.S. LargeCap Dividend Fund declares monthly distributi...

Summary HDV offers diversified exposure to 75 dividend paying equities. The ETF is a passive investment tool with low turnover. ETFs like this one charge low fees, helping you to keep more of your money. Dividend paying stocks are less volatile investments to hold during bear ma...

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Avoiding envy, and its associated pitfalls, is one of the simple secrets to a successful investment portfolio. Value once again outperformed Growth in the last week. After closing below the 200-day moving average for two weeks running, the US Dollar seems firmly entrenched i...

Summary Taken at face value, the Fed’s 4.4% unemployment forecast for 2023 looks like one of those figures that you come back to 365 days later and scratch your head. We see considerable upside risk to that number. Both the Philadelphia Fed General Business Activity Index and the...

Summary There’s a growing valuation discount between our portfolios and their respective indices. Today, one can purchase a higher-quality portfolio for a discounted price relative to the index. This creates an attractive entry point for our actively managed small- to mid-cap...

Summary They may be far fewer in number than they used to be but traditional value investors are still out there, harnessing the power of “the force” in markets. Investors still interested in “thinking” their way to wealth (rather than giving in to the ...