Dec 30, 2025 • MarketBeat
NEUTRAL
WisdomTree Emerging Markets Quality Dividend Growth Fund (NASDAQ:DGRE) Short Interest Down 23.0% in December
WisdomTree Emerging Markets Quality Dividend Growth Fund (NASDAQ:DGRE) saw a 23.0% decrease in short interest during December, falling to 20,498 shares. Institutional investors like One Capital Management, Exchange Capital Management, and Farther Finance Advisors have recently increased their positions in DGRE, suggesting growing confidence. The fund, which invests in dividend-paying emerging-market stocks, trades around $31.14 with a market cap of $140.1 million.
Dec 26, 2025 • MarketBeat
NEUTRAL
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Plans Dividend of $0.08 (NASDAQ:AGZD)
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (NASDAQ:AGZD) has declared a dividend of $0.0821 per share, payable on December 30th to shareholders of record on December 26th. The fund is an ETF that maintains a net-zero-duration position by investing in U.S. investment-grade bonds and hedging interest-rate risk with short Treasury futures. Institutional investors have recently increased their holdings in AGZD, with OLD Mission Capital LLC raising its stake by 306.6%.
Dec 26, 2025 • Advisor Perspectives
BULLISH
The Answer to the Curve Steepener: Active/Passive Barbell - WisdomTree, Inc. - Commentaries
The Treasury yield curve steepened in late 2025 due to Federal Reserve rate cuts, lowering short-term yields. Looking into 2026, continued moderate economic growth and inflation above 2% are likely to cause further steepening, with longer-term yields rising while short-term rates remain flat. An active/passive bond barbell strategy is recommended to navigate these dynamics, offering investors a way to secure income while maintaining a shorter duration than the benchmark Agg.
Dec 25, 2025 • MarketBeat
SOMEWHAT-BULLISH
WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) Short Interest Update
WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) experienced a significant 82.5% drop in short interest, totaling 14,215 shares as of December 15th, resulting in a short-interest ratio of 0.0 days. The fund is trading near its 52-week high, with a market capitalization of $16.32 billion and a P/E of 22.10, and recently declared a monthly dividend of $0.035 per share. Hedge funds have shown varied activity, with several increasing their stakes in DGRW.
Dec 24, 2025 • Seeking Alpha
NEUTRAL
December 2025 Rebalance: WisdomTree U.S. Quality Growth Index
The WisdomTree U.S. Quality Growth Index (WTQGRW) has cumulatively outperformed the Nasdaq 100 since its launch through November 2025, driven by its fundamentals-based stock selection. This approach, which focuses on high-growth companies like Eli Lilly and excludes slower-growth giants, results in a median forward three-year earnings growth estimate significantly higher than the Nasdaq 100. By systematically rebalancing based on quality and growth metrics, WTQGRW aims to provide concentrated exposure to companies poised for long-term outperformance.
Dec 24, 2025 • Advisor Perspectives
SOMEWHAT-BULLISH
About the “Weakening” Labor Market: Are You Sure? - WisdomTree, Inc. - Commentaries
Despite widespread perceptions of a weakening labor market, the authors argue that current indicators suggest the opposite. They point to positive trends in bank lending, stabilizing job openings, improving small business hiring intentions, dropping unemployment rates in Canada and Mexico, and a significant decrease in reported employment decreases according to the Philly Fed’s December survey. The article concludes that categorizing the labor market as "risky" or "troubling" is an error, with the worst conditions possibly having passed.