WisdomTree Investment Funds
WisdomTree Trust has a family of 20 Exchange Traded Funds (ETFs) whose investment philosophy is based on a unique kind of indexing. Most traditional indexes are weighted based on market cap. The WisdomTree Trust represents the first global family of fundamentally weighted ETFs based on proprietary dividend-weighted indices, which means that the proportion – or "weighting" – of the securities in each index is based on either the amount of cash dividends that companies in each Index pay or the dividend yield of the companies in each index. This means that companies that pay higher amounts of cash dividends or that have higher dividend yields generally will be more heavily weighted in each index and fund.
Most traditional indexes and index funds weight their securities by looking simply at the market capitalization of such securities. WisdomTree included only regular dividends in the determination of total cash dividends and dividend yields (special dividend are excluded from calculation weights).
The ETFs have very low expense ratio ranging between 0.28-0.58%. The complete list is here:
Domestic Funds: WisdomTree Dividend Top 100 Fund (DTN), High-Yielding Equity Fund (DHS), LargeCap Dividend Fund (DLN), MidCap Dividend Fund (DON), SmallCap Dividend Fund (DES), Total Dividend Fund (DTD)
International Funds: DIEFA Fund (DWM), DIEFA High-Yielding Equity Fund (DTH), Europe High-Yielding Equity Fund (DEW), Europe SmallCap Dividend Fund (DFE), Europe Total Dividend Fund (DEB), International Dividend Top 100 Fund (DOO), International LargeCap Dividend Fund (DOL), International MidCap Dividend Fund (DIM), International SmallCap Dividend Fund (DLS), Japan High-Yielding Equity Fund (DNL), Japan SmallCap Dividend Fund (DFJ), Japan Total Dividend Fund (DXJ), Pacific ex-Japan High-Yielding Equity Fund (DNH), Pacific ex-Japan Total Dividend Fund (DND).
0 Comments:
Post a Comment
<< Home