Wisdomtree index methodology

Page 4 of 77. I. METHODOLOGY GUIDE FOR U.S. DIVIDEND INDEXES. 1. Index Overview and Description. WisdomTree US Dividend Index (“DI”), WisdomTree 

Index, (together, the “U.S. Dividend Indexes”) were developed by WisdomTree Investments, Inc. (“WTI”) to define the dividend-paying segments of the U.S. stock market and to serve as performance benchmarks for equity income investors. WisdomTree US Dividend Index WisdomTree US SmallCap Dividend Index WisdomTree US Equity Income Index identical to the selection and weighting methodology used for the WisdomTree Unhedged Equity Indexes. The DI measures the performance of investable U.S.-based companies that pay Index methodology enhancement Currency-Hedged Metal Securities are priced by reference to certain MSPM Indices calculated and published by Morgan Stanley & Co. LLC (" MS&Co "). At present, the MSPM Indices incorporate a currency exchange rate spread into the calculation methodology of the MSPM Indices. The WisdomTree Korea Hedged Equity Index is a modified capitalization weighted index developed by WTI to define the respective profitable segment of Korea’s stock market. In February of each year, the WisdomTree Korea Hedged Equity Index is reconstituted, with each components’ weight adjusted to reflect its earnings-weighting.

1 Aug 2012 The MSCI Value Weighted Indexes add a value tilt to a MSCI Investable. Market Index by reweighting all the constituents of the underlying parent 

29 Dec 2017 Both Vanguard High Dividend Yield and WisdomTree U.S. High That's largely true, but subtle differences in the methodologies behind the indexes that By contrast, the WisdomTree ETF's methodology chooses the stocks  20 Apr 2018 Changes to the index methodology will be announced by an index WisdomTree® Emerging Markets High Dividend Fund (DEM) (  30 Jul 2018 By segmenting the WisdomTree U.S. MidCap Earnings Index and the in deconstructing the impact of our earnings-weighted methodology on  26 Mar 2019 The WisdomTree Siegel Strategic Value Index™, developed by Siegel with “ This index has a unique methodology for identifying good value 

29 Dec 2017 Both Vanguard High Dividend Yield and WisdomTree U.S. High That's largely true, but subtle differences in the methodologies behind the indexes that By contrast, the WisdomTree ETF's methodology chooses the stocks 

30 Jul 2018 By segmenting the WisdomTree U.S. MidCap Earnings Index and the in deconstructing the impact of our earnings-weighted methodology on  26 Mar 2019 The WisdomTree Siegel Strategic Value Index™, developed by Siegel with “ This index has a unique methodology for identifying good value  Morningstar's methodology determines company quality in accordance with the The index is comprised of 300 companies in the WisdomTree Dividend Index, 

Index methodology enhancement Currency-Hedged Metal Securities are priced by reference to certain MSPM Indices calculated and published by Morgan Stanley & Co. LLC (" MS&Co "). At present, the MSPM Indices incorporate a currency exchange rate spread into the calculation methodology of the MSPM Indices.

The Index rules define the calculation principles of the Index and the consequences of extraordinary events which may affect the Index. The Index Parties reserve the right to amend or adjust the Index methodology from time to time and accept no liability for any such amendment or adjustment. The WisdomTree Siegel Strategic Value Index leverages Professor Siegel’s methodology for evaluating company earnings relative to valuation and finding the most undervalued sectors in the U.S. market each quarter. The Index selects the four value sectors quarterly, and rebalances them to an equal weighting monthly. Index, (together, the “U.S. Dividend Indexes”) were developed by WisdomTree Investments, Inc. (“WTI”) to define the dividend-paying segments of the U.S. stock market and to serve as performance benchmarks for equity income investors. WisdomTree US Dividend Index WisdomTree US SmallCap Dividend Index WisdomTree US Equity Income Index identical to the selection and weighting methodology used for the WisdomTree Unhedged Equity Indexes. The DI measures the performance of investable U.S.-based companies that pay Index methodology enhancement Currency-Hedged Metal Securities are priced by reference to certain MSPM Indices calculated and published by Morgan Stanley & Co. LLC (" MS&Co "). At present, the MSPM Indices incorporate a currency exchange rate spread into the calculation methodology of the MSPM Indices. The WisdomTree Korea Hedged Equity Index is a modified capitalization weighted index developed by WTI to define the respective profitable segment of Korea’s stock market. In February of each year, the WisdomTree Korea Hedged Equity Index is reconstituted, with each components’ weight adjusted to reflect its earnings-weighting. WisdomTree claims that its differentiated approach, employing a distinctive index-based methodology, delivers better risk adjusted returns over the long term. The company's index-based funds employ a fundamental weighted investment methodology, which weights securities on the basis of factors such as dividends or earnings, whereas most other ETF indexes use a capitalization weighted methodology.

WisdomTree claims that its differentiated approach, employing a distinctive index-based methodology, delivers better risk adjusted returns over the long term. The company's index-based funds employ a fundamental weighted investment methodology, which weights securities on the basis of factors such as dividends or earnings, whereas most other ETF indexes use a capitalization weighted methodology.

30 Jul 2018 By segmenting the WisdomTree U.S. MidCap Earnings Index and the in deconstructing the impact of our earnings-weighted methodology on  26 Mar 2019 The WisdomTree Siegel Strategic Value Index™, developed by Siegel with “ This index has a unique methodology for identifying good value 

Overview and Description of Methodology Guide for Domestic Dividend. Indexes. WisdomTree U.S. Dividend Index (“DI”), WisdomTree U.S. SmallCap Dividend  WISDOMTREE RULES-BASED METHODOLOGY. WisdomTree Hedged and Unhedged Equity Indexes: International Equity Index, International High Dividend   The WisdomTree Dynamic Long/Short U.S. Equity Index and WisdomTree. Dynamic Bearish U.S. Equity Index [referred to as “the Indexes”] were developed by  Page 4 of 77. I. METHODOLOGY GUIDE FOR U.S. DIVIDEND INDEXES. 1. Index Overview and Description. WisdomTree US Dividend Index (“DI”), WisdomTree