Skip to content

Wisdomtree index methodology

HomeFinerty63974Wisdomtree index methodology
02.11.2020

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.

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

WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Learn more about specialized ETFs here. 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. WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Learn more about specialized ETFs here. 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. The selection and weighting methodology is identical for the CAD, CAD-Hedged and Variably CAD-Hedged Indexes. 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.

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.

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. The WisdomTree Battery Solutions UCITS ETF (the “Fund”) seeks to track the price and net dividend performance, before fees and expenses, of the WisdomTree Battery Solutions Index (the “Index”). Learn more about the Index that VOLT/CHRG is designed to track. Why invest?

Overview and Description of Methodology Guide for Domestic Dividend. Indexes. WisdomTree U.S. Dividend Index (“DI”), WisdomTree U.S. SmallCap Dividend 

U.S. High Dividend. Fund (DHS). U.S. INDEXES. WISDOMTREE INDEX METHODOLOGY GUIDE [as of January 31, 2020]. WISDOMTREE EQUITY INDEXES. 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 

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.

applying the FTSE RAFI™ index methodology to a universe of low volatility securities. Global, Developed, Emerging and single country indices are available . Click on an index name to see the index performance and other index information. WisdomTree Global ex-U.S. INDEXES. Click on an index name to see the index performance and other index information. Index dividend yield is a measure of the annual dividends of the shares of all Index components divided by the Index value. The WisdomTree Indexes are reconstituted annually. In accordance with the WisdomTree Index Rules-Based Methodology, WisdomTree indexes "screen" annually for the new components to be added to (or deleted from) the WisdomTree Emerging Markets, Global and Middle East Indexes as of September 30th, 2019. WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Learn more about specialized ETFs here. 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. WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Learn more about specialized ETFs here. 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. The selection and weighting methodology is identical for the CAD, CAD-Hedged and Variably CAD-Hedged Indexes.