WisdomTree DEFA Fund (DWM)

All Comments on DWM

  • commenter
    Dec 13 10:56 AM
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    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Luciano

    My questions overlap with Matthew's and Vincenzo's above. Matthew asks about the FTSE RAFI indices. Can you give some idea on the results of your work and how they compare with other fundamental indexation methodologies like that of Research Affiliates or even what Vincenzo outlines in his question. Also, any idea on what the potential "spread" of fees between traditional market cap weighted index ETFs will be versus fundamental weighted ETFs? Clearly the strength of the traditional ETF's case is in its low cost approach most exemplified by Vanguard. Thanks. Richard Kang
    Reply
  • commenter
    Dec 13 10:39 AM
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Hi Luciano,

    Thanks for having a look at our questions.

    1) Do you plan to issue further fundemantally indexed ETFs based on more sophisticated criteria than the sole dividend ? I have in mind an ETF based on Magic Formula Investing popularized by Joel Greenblatt or on similar formula which take into account ROIC, EBITDA/EV, B/V etc...

    2) Fundamentally indexed ETF are getting huge increases in assets under management. Do you think that in a few years they will reach such a huge amount of assets under management that it will be more difficult for value/contrarian investors to pick up bargains since once a valuation threshold is reached there will be "automatic" buyers with lot of capital available to buy unloved stocks ?

    Regards,
    Vincent Di Carmine
    Reply
  • commenter
    Dec 13 08:56 AM
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    I have invested in several of your funds together with shares of WSDT. Plainly I am a believer. My question is philosophical: do you see fundamentally weighted ETFs as being a hybrid of active management and pure indexing? In the same spirit, as you seek to capitalize on perceived pricing inefficiencies, especially in smaller "pockets" won't you (together with others following the same concept) "become" the market? Reply
  • commenter
    Dec 12 12:14 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Mr. Siracusano:

    Thanks for the opportunity to pose a question or two. Could you discuss or point me to discussions of the historical performance of the fundamentally-based weighting for your funds? Further, can you discuss why it is reasonable to expect fundamentally weighted indices to out-perform in the future?

    Regards,

    Geoff Considine
    Reply
  • commenter
    SeekingAlpha
    Editors
    Dec 12 07:18 AM
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    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Luciano,

    Thanks for doing this Q&A.

    I'm wondering what your thoughts are on this recent Seeking Alpha article by Asif Suria, which looks at WisdomTree itself from an investor's perspective:

    WisdomTree: Riding the ETF Wave
    financial.seekingalpha...
    Reply
  • commenter
    Dec 12 01:40 AM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Two more quick questions:

    1. We know that dividend-paying stocks have a good track record in the US, but how have foreign dividend paying stocks performed relative to foreign non-dividend-paying stocks?

    2. Have you compared the performance of WisdomTree's indexes to the hedge fund indexes? You could calculate what actual performance would look like after fees assuming hedge fund fees of 2% of assets and a 20% performance fee, and WisdomTree fees per the ETFs. It would be interesting to see if on average buying WisdomTree ETFs is a better value proposition than investing in hedge funds!
    Reply
  • commenter
    Dec 11 10:25 PM
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Luciano,

    1) What are current AUM?
    2) What is the current fee structure?
    3) Why has such an impressive management team chosen to list on the credibility-challenged Pink Sheets?
    4) When will you start filing financials? How are potential investors supposed to analyze WSDT in the meantime?

    Thank you very much, your response is appreciated.
    Reply
  • commenter
    Dec 11 09:04 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Another one if that is OK. I realize WisdomTree makes its own indices and I am under the impression that the company is exploring, one way or another, fixed income products. I had a lot of feedback from people wanting foreign bond ETFs. I know MSCI/Barra has a lot of indices of foreign soverign debt (single country and regional) and I think this woud be a great tool.

    I am fairly index agnostic relative to wanting the exposure for my clients. <strong>Any chance WisdomTree could get involved in this way?</strong> The interest and so I think the demand is very big.
    Reply
  • commenter
    Dec 11 05:13 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    I bought these funds about 3 months ago: DLS, DNH, DBN, DKA, DRF, DBU and WSDT and via smith barney, about 300k. I am tring to find out when divs are paid.

    thanks
    Reply
  • commenter
    Dec 11 04:20 PM
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Luciano,

    I have two questions:

    1) Is there a market segment that you believe the Wisdom Tree strategy is particularly suited for?

    2) PowerShares has introduced the FSTE RAFI Sector funds which also use a fundamental strategy. What do think of them?

    Thank you.
    Reply
  • commenter
    Dec 11 04:07 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Luciano,

    Great to meet you last week. Here is one I meant to ask.

    In looking at the top ten of DEB and DEW, I'm not sure how Total (TOT) can be number 4 in DEB but not be in the top ten for DEW (as of 12/11). Another example Lloyd's has a different rank in each of the two. I get how the weightings can be different percentages but not how the order can be different.

    Thank you!
    Reply
  • commenter
    Dec 11 03:33 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Hi Luciano,

    Thanks for doing this! Couple of questions:

    (1) What do you think of this argument that the case for dividend-paying stocks seems to be weak?

    (2) Where do you see the expense ratios of ETFs in general, and WisdomTree ETFs in particular, going over time?
    Reply
  • commenter
    Dec 11 03:25 PM
    My Website
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Hi Luciano,

    I am not sure if you are allowed to talk about the 31 new ETFs that are yet to be launched. I was interested in learning more about the "India Total Dividend Fund".

    Is this ETF based on an existing index?
    Reply
  • Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    There's a post on Seeking Alpha about Marvin Appel's One Decision Portfolio (etf.seekingalpha.com/a...). Do you think it's possible to build a better portfolio like this using your dividend ETFs? Reply
  • commenter
    Dec 11 02:56 PM
    Interview: Luciano Siracusano, Director of Research for ETF Firm WisdomTree Asset Management [view article]
    Hi Luciano,

    I purchased some shares of "WisdomTree International SmallCap Dividend Fund (DLS)", which as you said is the "first international smallcap ETFs". But MorningStar says it mainly consists of Medium(Mid) Cap companies. Any comments? Thank you.
    URL: quicktake.morningstar....;Symbol=DLS&amp;fd...
    Reply

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