DLN News and Press, WisdomTree U.S. LargeCap Dividend Fund From 05/31/22

Stocks had a ripsnorter of a rally last week and a lot of people are pondering the question in the title over this long weekend. Sentiment is certainly negative right now by several measures. Sentiment surveys (AAII, Investor’s Intelligence, etc.) are universally negative becau...

Janus Henderson’s analysis shows Q1 jump in global dividends of 11% to $302.5B; a record for usually quieter Q1, underlying growth was even stronger at 16.1%. Q1 dividend payments in the US rose 10.4% on an underlying basis to a new record of $141.6B. Broadly Q1 2021 saw significa...

WisdomTree U.S. LargeCap Dividend Fund (DLN) - $0.1050. 30-Day SEC Yield of 2.45% as of May 23. Payable May 27; for shareholders of record May 25; ex-div May 24. For further details see: WisdomTree U.S. LargeCap Dividend Fund declares monthly distribution of $0.1050

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Large-cap growth stocks outperformed small-cap value stocks by over 700 basis points (bps) annualized from 2012 to 2021. This stretch of whopping outperformance - a cumulative gain of 508% for large growth versus 211% for small value - stands in stark contrast to the findings of acade...

The S&P 500 Growth Index is down 25% in 2022, a loss far more harrowing than the 8% decline in the S&P 500 Value Index. The present value of ValueCo’s future dividends is worth 6.3% less right now because of the new interest rate regime. Rising interest rates hurt G...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

GBDV is a rules-based ETF whose constituents yield over 4%. Managers focus on diversification, valuation, volatility, and income to create a portfolio of about 100 U.S. large- and mid-cap stocks. GBDV was the best-performing dividend ETF in the last year. Yet, I doubt many have heard ...

Since the Fed pivot to a tightening bias beginning in late 2021, there has been a sharp reversal in the trend of dividend stocks underperforming the broader S&P 500. The iShares Select Dividend ETF (DVY) has made up just about all of its pandemic-era underperformance versus the S&...