Conclusion
Investment managers and investors alike are always looking for better ways to invest. WisdomTree believes indexing is highly efficient and offers a number of benefits that make it a wise choice for investors. But history has shown us time and again that price is not always the best indicator of value, so WisdomTree feels a better approach might be to screen and weight securities by fundamentals. By focusing on dividend yields, DTN has proven itself for more than six years—outperforming 99% of active managers in its category since it began tracking WTDXF.
1Source: Bloomberg, 3/9/09–5/21/15.
2Ordinary brokerage commissions apply.
3WisdomTree Dividend ex-Financials Fund began tracking the WisdomTree Dividend ex-Financials Index after 5/7/09. Start date for the period was 6/1/09 because that was the start of the first full month the Fund began tracking its new Index.
Important Risks Related to this Article
WisdomTree believes—and a growing body of evidence suggests—that ETFs incorporating a rules-based discipline to rebalance exposures to a fundamental metric of value can deliver additional value over ETFs that just track traditional market cap-weighted indexes.