WisdomTree on Masters in Business Podcast

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csm14
Posts: 41
Joined: Thu Jan 07, 2016 9:21 pm

WisdomTree on Masters in Business Podcast

Post by csm14 » Tue Dec 05, 2017 12:31 am

Hi All,

The director of research was on the Masters in Business Bloomberg podcast with Barry Ritholtz this week and I did some searching and there hasn't been any recent discussion about WisdomTree so here I am asking again:

Anyone own WisdomTree ETFs? Is it available to retail investors or only through a financial advisor?
Is it worth the additional expense ratio?

I'm trying to wrap my head around how currency hedging actually works.

Thanks!

brad.clarkston
Posts: 588
Joined: Fri Jan 03, 2014 8:31 pm
Location: Kansas City, MO

Re: WisdomTree on Masters in Business Podcast

Post by brad.clarkston » Tue Dec 05, 2017 12:34 am

Fidelity has six of them.

Longtermgrowth
Posts: 492
Joined: Thu Nov 26, 2015 1:59 pm

Re: WisdomTree on Masters in Business Podcast

Post by Longtermgrowth » Tue Dec 05, 2017 12:55 am

csm14 wrote:
Tue Dec 05, 2017 12:31 am
Anyone own WisdomTree ETFs? Is it available to retail investors or only through a financial advisor?
Is it worth the additional expense ratio?
I hold them for small value stock exposure in the U.S., developed and emerging markets via ticker DES (WisdomTree U.S. Small Cap Dividend ETF), DLS (Wisdomtree International Small Cap Dividend Fund) and DGS (WisdomTree Emerging Markets Small Cap Dividend Fund).

The expense ratio is a little steep for the international ETFs, but still worth it for the small value stock exposure in my opinion.

I believe Etrade has a decent number of WisdomTree ETFs commission free.
I trade all ETFs commission free through Merrill Edge.

Always passive
Posts: 197
Joined: Fri Apr 14, 2017 4:25 am
Location: Israel

Re: WisdomTree on Masters in Business Podcast

Post by Always passive » Tue Dec 05, 2017 1:03 am

why? what is good about them?

Longtermgrowth
Posts: 492
Joined: Thu Nov 26, 2015 1:59 pm

Re: WisdomTree on Masters in Business Podcast

Post by Longtermgrowth » Tue Dec 05, 2017 1:19 am

Always passive wrote:
Tue Dec 05, 2017 1:03 am
why? what is good about them?
DES gets small value exposure done for U.S., though not in the most tax efficient manner. I will link a previous post of mine about Paul Merriman recommending it as an option a few years ago. Also, he currently lists DLS as the best option for international small value and includes it in his Motif basket of funds.
Here is the link discussing domestic small value viewtopic.php?f=10&t=222513#p3433040

OP, based on everything I've seen so far on this forum, currency hedging isn't worth it for stock funds...

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