Latest news with #WisdomTree
CNBC
18 hours ago
- Business
- CNBC
Watch CNBC's full discussion with Wharton professor of finance Jeremy Siegel
Jeremy Siegel, Wharton School professor of finance and Wisdom Tree chief economist, joins CNBC's 'Closing Bell' to discuss market outlooks.
CNBC
18 hours ago
- Business
- CNBC
Wharton's Jeremy Siegel: Waller is right that the Fed should be lowering rates
Jeremy Siegel, Wharton School professor of finance and Wisdom Tree chief economist, joins CNBC's 'Closing Bell' to discuss market outlooks.
Zawya
a day ago
- Business
- Zawya
Gold poised for worst week in a month as US rate cut expectations ease
Gold prices fell on Friday and were poised for their worst weekly performance in more than a month after the Federal Reserve tempered expectations for rate cuts and on a temporary easing of concerns about an imminent U.S. attack on Iran. Spot gold slipped 0.4% to $3,355.97 an ounce, as of 1029 GMT, and was down 2.2% for the week so far. U.S. gold futures shed 1% to $3,372.20. The dollar was up 0.4% so far this week and poised for its biggest weekly gain in over a month, making gold more expensive for holders of other currencies. President Donald Trump will decide in the next two weeks whether the U.S. will get involved in the Israel-Iran air war, the White House said on Thursday. Israel and Iran's air war entered a second week on Friday. Trump's two-week deadline "indicates that things could have a little bit more hope to cool down before the U.S. involvement in that military strike. And I think that's easing some of the anxiety in markets, allowing gold prices to deflate a little", said Nitesh Shah, commodities strategist at WisdomTree. Gold, a safe-haven asset during times of political and economic uncertainty, also tends to thrive in a low interest rate environment. On Wednesday, the Fed held interest rates in the central bank's current 4.25%-4.50% range, but slowed its overall outlook for rate cuts in response to a more challenging economic outlook. Trump reiterated his calls for the Federal Reserve to cut interest rates, saying on Thursday the rates should be 2.5 percentage points lower. "Gold, silver, and platinum all suffered setbacks as traders booked profits after Wednesday's FOMC meeting," said Ole Hansen, head of commodity strategy at Saxo Bank. "Gold is likely to extend its current consolidation phase with support around $3,320 followed by $3,245." Elsewhere, spot silver slipped 0.7% to $36.12 per ounce, while palladium lost 0.3% to $1,047.43. Platinum fell 1.4% to $1,289.78, after hitting its highest level in over 10 years in the previous session.
Yahoo
2 days ago
- Business
- Yahoo
Is WisdomTree U.S. MidCap ETF (EZM) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Mid Cap Value category of the market, the WisdomTree U.S. MidCap ETF (EZM) is a smart beta exchange traded fund launched on 02/23/2007. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. The fund is managed by Wisdomtree, and has been able to amass over $756.82 million, which makes it one of the average sized ETFs in the Style Box - Mid Cap Value. This particular fund seeks to match the performance of the WisdomTree U.S. MidCap Earnings Index before fees and expenses. The WisdomTree U.S. MidCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space. The fund has a 12-month trailing dividend yield of 1.27%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. Representing 18.8% of the portfolio, the fund has heaviest allocation to the Financials sector; Consumer Discretionary and Industrials round out the top three. Taking into account individual holdings, Fox Corp - Class A (FOXA) accounts for about 0.99% of the fund's total assets, followed by Albertsons Cos Inc - Class A (ACI) and Walgreen Boots Alliance Inc (WBA). The top 10 holdings account for about 7.71% of total assets under management. The ETF has lost about -3.01% and is up roughly 6.13% so far this year and in the past one year (as of 06/19/2025), respectively. EZM has traded between $51.81 and $68.19 during this last 52-week period. The fund has a beta of 1.07 and standard deviation of 20.95% for the trailing three-year period, which makes EZM a medium risk choice in this particular space. With about 553 holdings, it effectively diversifies company-specific risk . WisdomTree U.S. MidCap ETF is a reasonable option for investors seeking to outperform the Style Box - Mid Cap Value segment of the market. However, there are other ETFs in the space which investors could consider. iShares Russell Mid-Cap Value ETF (IWS) tracks Russell MidCap Value Index and the Vanguard Mid-Cap Value ETF (VOE) tracks CRSP U.S. Mid Cap Value Index. iShares Russell Mid-Cap Value ETF has $12.99 billion in assets, Vanguard Mid-Cap Value ETF has $17.57 billion. IWS has an expense ratio of 0.23% and VOE changes 0.07%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Mid Cap Value To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. MidCap ETF (EZM): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
2 days ago
- Business
- Yahoo
Is WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS) is a smart beta exchange traded fund launched on 07/25/2013. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. Because the fund has amassed over $354.58 million, this makes it one of the average sized ETFs in the Style Box - Small Cap Blend. DGRS is managed by Wisdomtree. Before fees and expenses, DGRS seeks to match the performance of the WisdomTree U.S. SmallCap Quality Dividend Growth Index. The WisdomTree U.S. SmallCap Quality Dividend Growth Index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying stocks with growth characteristics. Expense ratios are an important factor in the return of an ETF and in the long-term, cheaper funds can significantly outperform their more expensive cousins, other things remaining the same. Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space. It has a 12-month trailing dividend yield of 2.64%. Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it's still important for investors to research a fund's holdings. This ETF has heaviest allocation in the Financials sector - about 25.5% of the portfolio. Industrials and Consumer Discretionary round out the top three. Taking into account individual holdings, Western Union Co/the (WU) accounts for about 2.35% of the fund's total assets, followed by Exterran Holdings Inc (EXH) and Victory Capital Holding - A (VCTR). The top 10 holdings account for about 16.83% of total assets under management. The ETF has lost about -9.77% and is down about -0.23% so far this year and in the past one year (as of 06/19/2025), respectively. DGRS has traded between $40.64 and $56.61 during this last 52-week period. The ETF has a beta of 1.06 and standard deviation of 20.83% for the trailing three-year period, making it a medium risk choice in the space. With about 217 holdings, it effectively diversifies company-specific risk . WisdomTree U.S. SmallCap Quality Dividend Growth ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider. iShares Core Dividend Growth ETF (DGRO) tracks Morningstar US Dividend Growth Index and the Vanguard Dividend Appreciation ETF (VIG) tracks NASDAQ US Dividend Achievers Select Index. iShares Core Dividend Growth ETF has $31.14 billion in assets, Vanguard Dividend Appreciation ETF has $89.92 billion. DGRO has an expense ratio of 0.08% and VIG changes 0.05%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. SmallCap Quality Dividend Growth ETF (DGRS): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
