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728300.0
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2019-03-15 00:00:00 UTC
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Vector Group Ltd. (VGR) Ex-Dividend Date Scheduled for March 18, 2019
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https://www.nasdaq.com/articles/vector-group-ltd-vgr-ex-dividend-date-scheduled-march-18-2019-2019-03-15
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Vector Group Ltd. ( VGR ) will begin trading ex-dividend on March 18, 2019. A cash dividend payment of $0.4 per share is scheduled to be paid on March 28, 2019. Shareholders who purchased VGR prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 24th quarter that VGR has paid the same dividend.
The previous trading day's last sale of VGR was $11.05, representing a -44.57% decrease from the 52 week high of $19.93 and a 19.94% increase over the 52 week low of $9.21.
VGR is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). VGR's current earnings per share, an indicator of a company's profitability, is $.36. Zacks Investment Research reports VGR's forecasted earnings growth in 2019 as 10.34%, compared to an industry average of 5%.
For more information on the declaration, record and payment dates, visit the VGR Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to VGR through an Exchange Traded Fund [ETF]?
The following ETF(s) have VGR as a top-10 holding:
Invesco High Yield Equity Dividend Achievers ETF ( PEY )
WisdomTree U.S. SmallCap Dividend Fund ( DES )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD )
Fidelity MSCI COnsumer Staples Index ETF ( FSTA ).
The top-performing ETF of this group is FSTA with an increase of 2.52% over the last 100 days. PEY has the highest percent weighting of VGR at 3.6%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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VGR is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). The following ETF(s) have VGR as a top-10 holding: Invesco High Yield Equity Dividend Achievers ETF ( PEY ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) Fidelity MSCI COnsumer Staples Index ETF ( FSTA ). Zacks Investment Research reports VGR's forecasted earnings growth in 2019 as 10.34%, compared to an industry average of 5%.
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The following ETF(s) have VGR as a top-10 holding: Invesco High Yield Equity Dividend Achievers ETF ( PEY ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) Fidelity MSCI COnsumer Staples Index ETF ( FSTA ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. VGR is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ).
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The following ETF(s) have VGR as a top-10 holding: Invesco High Yield Equity Dividend Achievers ETF ( PEY ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) Fidelity MSCI COnsumer Staples Index ETF ( FSTA ). VGR is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). Shareholders who purchased VGR prior to the ex-dividend date are eligible for the cash dividend payment.
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VGR is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). The following ETF(s) have VGR as a top-10 holding: Invesco High Yield Equity Dividend Achievers ETF ( PEY ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) Fidelity MSCI COnsumer Staples Index ETF ( FSTA ). A cash dividend payment of $0.4 per share is scheduled to be paid on March 28, 2019.
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728301.0
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2019-03-13 00:00:00 UTC
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Bed Bath & Beyond Inc. (BBBY) Ex-Dividend Date Scheduled for March 14, 2019
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DES
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https://www.nasdaq.com/articles/bed-bath-beyond-inc-bbby-ex-dividend-date-scheduled-march-14-2019-2019-03-13
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Bed Bath & Beyond Inc. ( BBBY ) will begin trading ex-dividend on March 14, 2019. A cash dividend payment of $0.16 per share is scheduled to be paid on April 16, 2019. Shareholders who purchased BBBY prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 4th quarter that BBBY has paid the same dividend.
The previous trading day's last sale of BBBY was $15.58, representing a -32.05% decrease from the 52 week high of $22.93 and a 48.95% increase over the 52 week low of $10.46.
BBBY is a part of the Consumer Services sector, which includes companies such as Mohawk Industries, Inc. ( MHK ) and Leggett & Platt, Incorporated ( LEG ). BBBY's current earnings per share, an indicator of a company's profitability, is $2.27. Zacks Investment Research reports BBBY's forecasted earnings growth in 2019 as -35.9%, compared to an industry average of 6.5%.
For more information on the declaration, record and payment dates, visit the BBBY Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to BBBY through an Exchange Traded Fund [ETF]?
The following ETF(s) have BBBY as a top-10 holding:
Invesco S&P Midcap 400 Pure Value ETF ( RFV )
WisdomTree U.S. SmallCap Earnings Fund ( EES )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an decrease of -0.18% over the last 100 days. RFV has the highest percent weighting of BBBY at 2.86%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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BBBY is a part of the Consumer Services sector, which includes companies such as Mohawk Industries, Inc. ( MHK ) and Leggett & Platt, Incorporated ( LEG ). The following ETF(s) have BBBY as a top-10 holding: Invesco S&P Midcap 400 Pure Value ETF ( RFV ) WisdomTree U.S. SmallCap Earnings Fund ( EES ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an decrease of -0.18% over the last 100 days.
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The following ETF(s) have BBBY as a top-10 holding: Invesco S&P Midcap 400 Pure Value ETF ( RFV ) WisdomTree U.S. SmallCap Earnings Fund ( EES ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. BBBY is a part of the Consumer Services sector, which includes companies such as Mohawk Industries, Inc. ( MHK ) and Leggett & Platt, Incorporated ( LEG ).
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The following ETF(s) have BBBY as a top-10 holding: Invesco S&P Midcap 400 Pure Value ETF ( RFV ) WisdomTree U.S. SmallCap Earnings Fund ( EES ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). BBBY is a part of the Consumer Services sector, which includes companies such as Mohawk Industries, Inc. ( MHK ) and Leggett & Platt, Incorporated ( LEG ). The top-performing ETF of this group is DES with an decrease of -0.18% over the last 100 days.
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The following ETF(s) have BBBY as a top-10 holding: Invesco S&P Midcap 400 Pure Value ETF ( RFV ) WisdomTree U.S. SmallCap Earnings Fund ( EES ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). BBBY is a part of the Consumer Services sector, which includes companies such as Mohawk Industries, Inc. ( MHK ) and Leggett & Platt, Incorporated ( LEG ). The top-performing ETF of this group is DES with an decrease of -0.18% over the last 100 days.
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728302.0
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2019-03-13 00:00:00 UTC
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Gamestop Corporation (GME) Ex-Dividend Date Scheduled for March 14, 2019
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DES
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https://www.nasdaq.com/articles/gamestop-corporation-gme-ex-dividend-date-scheduled-march-14-2019-2019-03-13
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Gamestop Corporation ( GME ) will begin trading ex-dividend on March 14, 2019. A cash dividend payment of $0.38 per share is scheduled to be paid on March 29, 2019. Shareholders who purchased GME prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 9th quarter that GME has paid the same dividend.
The previous trading day's last sale of GME was $11.47, representing a -33.58% decrease from the 52 week high of $17.27 and a 6.7% increase over the 52 week low of $10.75.
GME is a part of the Consumer Services sector. GME's current earnings per share, an indicator of a company's profitability, is -$5.78. Zacks Investment Research reports GME's forecasted earnings growth in 2019 as -19.54%, compared to an industry average of 2.4%.
For more information on the declaration, record and payment dates, visit the GME Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to GME through an Exchange Traded Fund [ETF]?
The following ETF(s) have GME as a top-10 holding:
First Trust DJ Global Select Dividend ( FGD )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is GSD with an increase of 0.17% over the last 100 days. FGD has the highest percent weighting of GME at 1.62%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The following ETF(s) have GME as a top-10 holding: First Trust DJ Global Select Dividend ( FGD ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased GME prior to the ex-dividend date are eligible for the cash dividend payment. Zacks Investment Research reports GME's forecasted earnings growth in 2019 as -19.54%, compared to an industry average of 2.4%.
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The following ETF(s) have GME as a top-10 holding: First Trust DJ Global Select Dividend ( FGD ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The following ETF(s) have GME as a top-10 holding: First Trust DJ Global Select Dividend ( FGD ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased GME prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the GME Dividend History page.
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The following ETF(s) have GME as a top-10 holding: First Trust DJ Global Select Dividend ( FGD ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). A cash dividend payment of $0.38 per share is scheduled to be paid on March 29, 2019. Shareholders who purchased GME prior to the ex-dividend date are eligible for the cash dividend payment.
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728303.0
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2019-03-12 00:00:00 UTC
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6 Dividend ETFs That Beat S&P 500 in the 10-Year Bull Run
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https://www.nasdaq.com/articles/6-dividend-etfs-beat-sp-500-10-year-bull-run-2019-03-12
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The hunt for dividend in the equity market is always steady irrespective of how the market is behaving. After all, who doesn't like a steady stream of current income along with capital gains?
The lure for income stayed strong even in the 10-year old bull market, which was the longest-running in U.S. history. Investors should note that on Mar 6, 2009, the S&P 500 touched a bear market nadir of 666.79, only to stage an astral rally next decade. During this 10-year period, the S&P 500 index has quadrupled, rallying more than 300% (read: 10 Top-Ranked ETFs Leading the 10-Year Bull Run ).
Inside Dividend's Outperformance
Research shows that dividend stocks often beat their non-dividend paying counterparts over longer periods. According to Chicago-based Greenrock Research, a portfolio with the top 20% of the S&P 500 companies ranked by dividend yield and weighted by market capitalization, outperformed the overall S&P 500 by 2.13 percentage points annually from 1995 to 2018.
And the past decade was especially favorable for dividend ETFs as central banks including the Fed has been ultra-dovish. The Fed's quantitative easing and rock-bottom interest rate policy actually kept rates lower for a longer period of time. As a result, investors rushed toward higher yielding securities in quest of solid and steady current income.
Plus, stocks with dividend growth point to quality investing - a pre-requisite to making money in a volatile environment. The past decade has seen many ups and downs. The Euro zone debt crisis, Abenomics in Japan, the Taper Tantrum in the United States, China's soft-landing issues, oil price massacre, initiation of QE by ECB, Brexit and U.S.-China trade tensions are to name a few.
So, while growth stocks have skyrocketed with cheap money in the past decade, dividend stocks and ETFs did not sit on the sidelines. They participated equally in the market rally and some even beat the S&P 500 handily. Against this backdrop, below we highlight a few dividend ETFs that beat the S&P 500 in the 10-year old bull market.
Invesco High Yield Equity Dividend Achievers ETF (PEY) - Up 474.5%
The underlying NASDAQ US Dividend Achievers 50 Index comprises 50 stocks selected principally on the basis o f dividend yield and consistent growth in dividends. The fund charges 54 bps in fees and yields 3.93% annually. The yield comes against 1.86% offered by SPDR S&P 500 ETFSPY (read: 7 Promising ETFs Under $20 ).
First Trust Morningstar Dividend Leaders Index Fund FDL - Up 404.5%
The underlying Morningstar Dividend Leaders Index consists of stocks listed on one of the three major exchanges, NYSE, NYSE Amex or Nasdaq, that have shown dividend consistency and dividend sustainability. The fund charges 45 bps in fees and yields 3.68% annually (as of Mar 11, 2019).
SPDR S&P Dividend ETF SDY - Up 401.4%
The underlying S&P High Yield Dividend Aristocrats Index measures the performance of the highes t dividend yield ing S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. It yields 2.51% annually and charges 35 bps in fees.
WisdomTree U.S. SmallCap Dividend Fund (DES) - Up 451.9%
The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund yields 3.21% annually and it charges 38 bps in fees.
WisdomTree U.S. High Dividend Fund (DHS - Up 399.9%
The underlying index that measures the performance of companies with high dividend yields selected from the WisdomTree Dividend Index. It yields about 3.53% annually and charges 38 bps in fees.
iShares Select Dividend ETF DVY - Up 394.1%
The underlying index measures the performance of a selected group of equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time. The fund yields 3.29% annually and charges 39 bps in fees.
Want key ETF info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
First Trust Morningstar Dividend Leaders Index Fund (FDL): ETF Research Reports
WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports
iShares Select Dividend ETF (DVY): ETF Research Reports
Invesco High Yield Equity Dividend Achievers ETF (PEY): ETF Research Reports
WisdomTree U.S. High Dividend Fund (DHS): ETF Research Reports
SPDR S&P Dividend ETF (SDY): ETF Research Reports
SPDR S&P 500 ETF (SPY): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund (DES) - Up 451.9% The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report First Trust Morningstar Dividend Leaders Index Fund (FDL): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports iShares Select Dividend ETF (DVY): ETF Research Reports Invesco High Yield Equity Dividend Achievers ETF (PEY): ETF Research Reports WisdomTree U.S. High Dividend Fund (DHS): ETF Research Reports SPDR S&P Dividend ETF (SDY): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports To read this article on Zacks.com click here. Investors should note that on Mar 6, 2009, the S&P 500 touched a bear market nadir of 666.79, only to stage an astral rally next decade.
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Click to get this free report First Trust Morningstar Dividend Leaders Index Fund (FDL): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports iShares Select Dividend ETF (DVY): ETF Research Reports Invesco High Yield Equity Dividend Achievers ETF (PEY): ETF Research Reports WisdomTree U.S. High Dividend Fund (DHS): ETF Research Reports SPDR S&P Dividend ETF (SDY): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund (DES) - Up 451.9% The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. Invesco High Yield Equity Dividend Achievers ETF (PEY) - Up 474.5% The underlying NASDAQ US Dividend Achievers 50 Index comprises 50 stocks selected principally on the basis o f dividend yield and consistent growth in dividends.
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Click to get this free report First Trust Morningstar Dividend Leaders Index Fund (FDL): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports iShares Select Dividend ETF (DVY): ETF Research Reports Invesco High Yield Equity Dividend Achievers ETF (PEY): ETF Research Reports WisdomTree U.S. High Dividend Fund (DHS): ETF Research Reports SPDR S&P Dividend ETF (SDY): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund (DES) - Up 451.9% The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. Invesco High Yield Equity Dividend Achievers ETF (PEY) - Up 474.5% The underlying NASDAQ US Dividend Achievers 50 Index comprises 50 stocks selected principally on the basis o f dividend yield and consistent growth in dividends.
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Click to get this free report First Trust Morningstar Dividend Leaders Index Fund (FDL): ETF Research Reports WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports iShares Select Dividend ETF (DVY): ETF Research Reports Invesco High Yield Equity Dividend Achievers ETF (PEY): ETF Research Reports WisdomTree U.S. High Dividend Fund (DHS): ETF Research Reports SPDR S&P Dividend ETF (SDY): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Dividend Fund (DES) - Up 451.9% The underlying WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the U.S. dividend-paying market. So, while growth stocks have skyrocketed with cheap money in the past decade, dividend stocks and ETFs did not sit on the sidelines.
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728304.0
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2019-03-07 00:00:00 UTC
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The Zacks Analyst Blog Highlights: First Trust SMID, WisdomTree, Global X S&P 500, WisdomTree U.S. SmallCap and First Trust Dorsey
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https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-first-trust-smid-wisdomtree-global-x-sp-500-wisdomtree
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For Immediate Release
Chicago, IL -March 7, 2019 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: First Trust SMID Cap Rising Dividend Achievers ETFSDVY , WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS , Global X S&P 500 Quality Dividend ETFQDIV , WisdomTree U.S. SmallCap Dividend FundDES and First Trust Dorsey Wright Momentum & Dividend ETFDDIV .
Here are highlights from Wednesday's Analyst Blog:
5 Hot Dividend ETFs Worth Buying Now
The Fed's shift to a patient approach on interest rates after lifting rates for three years has returned the lure for dividend investing this year. This is because higher interest rates took the sheen away from dividend investing, pushing bond yields higher and making them attractive. Now, with lower interest rates, the appeal for dividend stocks is on the rise once again.
Though these stocks don't offer much price appreciation in the rising stock market, they offer steady stream of income along with the potential of capital gains. Dividend-focused products offer safety in the form of payouts and stability in the form of mature companies that are less volatile to large swings in stock prices.
Dividend paying securities are the major sources of consistent income for investors to create wealth when returns from the equity market are at risk. The companies that pay dividends generally act as a hedge against economic uncertainty and provide downside protection by offering outsized payouts or sizable yields on a regular basis (read: Top-Ranked ETF Winners in Dow's Longest Rally in 24 Years ).
Further, research shows that dividend stocks often outperform their non-dividend paying counterparts over longer periods. According to Chicago-based Greenrock Research, a portfolio with the top 20% of the S&P 500 companies ranked by dividend yield and weighted by market capitalization, outperformed the overall S&P 500 by 2.13 percentage points annually from 1995 to 2018.
In particular, stocks having a history of dividend growth lead to a healthy portfolio when compared to simple dividend paying stocks or those with high yields. Although these stocks do not necessarily have the highest yields, they have outperformed for a longer period than the broader stock market or any other dividend-paying stocks.
That being said, we highlight five dividend ETFs that have generated strong returns this year but might be overlooked by investors given their lower AUM. These products seem to be compelling picks given renewed demand for dividend investing (read: 4 Best-Performing Sector ETFs of February ):
First Trust SMID Cap Rising Dividend Achievers ETF - Up 18.2%
This fund offers exposure to 100 small and mid-cap companies with a history of raising their dividends and exhibits the characteristics to continue to do so in the future by tracking the NASDAQ US Small Mid Cap Rising Dividend Achievers Index. From a sector look, industrials take the top spot at 32.8%, followed by financials and consumer discretionary with double-digit allocation each. The ETF charges 60 bps and has accumulated $4.1 million in its asset base. It has a Zacks ETF Rank #3 (Hold).
WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Up 16.3%
This fund provides exposure to dividend-paying small-cap companies with growth characteristics in the U.S. equity market. It follows the WisdomTree U.S. SmallCap Quality Dividend Growth Index, charging investors 38 bps in annual fees. Industrials takes the top spot at 26% while consumer discretionary, financials, and materials round off the next three spots. The product has amassed $123.5 million in its asset base and has a Zacks ETF Rank #3 (read: 5 Small-Cap ETFs & Stocks Beating Russell 2000 ).
Global X S&P 500 Quality Dividend ETF - Up 15.7%
This fund invests in U.S. equity securities included in the S&P 500 Index that rank within the top 200 of the index's universe by both quality score and dividend yield. It follows the S&P 500 Quality High Dividend Index, charging investors 35 bps in annual fees. Here, consumer discretionary is the top sector, followed by financials (20.2%), technology (13.4%) and energy (11.6%). The ETF has AUM of $6.3 million.
WisdomTree U.S. SmallCap Dividend Fund - Up 14.9%
This ETF offers exposure to the dividend-paying small-cap companies in the U.S. equity market by tracking the WisdomTree U.S. SmallCap Dividend Index. It holds 725 securities in its basket and charges 38 bps in annual fees. Industrials, consumer discretionary, real estate and financials are the top four sectors accounting for a double-digit exposure each. DES has amassed $2.1 billion in its asset base and has a Zacks ETF Rank #3 with a Medium risk outlook.
First Trust Dorsey Wright Momentum & Dividend ETF - Up 14.5%
This fund follows the Dorsey Wright Momentum Plus Dividend Yield Index, which measures the performance of the 50 stocks with the highes t dividend yield comprising the NASDAQ US Large Mid Index that still maintain high levels of relative strength. Holding 51 securities in its basket, it has AUM of $29.6 million and expense ratio of 0.60%. About half of the portfolio is dominated by financials while utilities takes the second spot with double-digit exposure (read: U.S. Government Reopens: Tap High Beta & Momentum ETFs ).
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Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>
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Zacks Investment Research
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss . This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit http://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS): ETF Research Reports
First Trust Dorsey Wright Momentum & Dividend ETF (DDIV): ETF Research Reports
Global X S&P 500 Quality Dividend ETF (QDIV): ETF Research Reports
First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Stocks recently featured in the blog include: First Trust SMID Cap Rising Dividend Achievers ETFSDVY , WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS , Global X S&P 500 Quality Dividend ETFQDIV , WisdomTree U.S. SmallCap Dividend FundDES and First Trust Dorsey Wright Momentum & Dividend ETFDDIV . WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Up 16.3% This fund provides exposure to dividend-paying small-cap companies with growth characteristics in the U.S. equity market. DES has amassed $2.1 billion in its asset base and has a Zacks ETF Rank #3 with a Medium risk outlook.
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Stocks recently featured in the blog include: First Trust SMID Cap Rising Dividend Achievers ETFSDVY , WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS , Global X S&P 500 Quality Dividend ETFQDIV , WisdomTree U.S. SmallCap Dividend FundDES and First Trust Dorsey Wright Momentum & Dividend ETFDDIV . Click to get this free report WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS): ETF Research Reports First Trust Dorsey Wright Momentum & Dividend ETF (DDIV): ETF Research Reports Global X S&P 500 Quality Dividend ETF (QDIV): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Up 16.3% This fund provides exposure to dividend-paying small-cap companies with growth characteristics in the U.S. equity market.
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Stocks recently featured in the blog include: First Trust SMID Cap Rising Dividend Achievers ETFSDVY , WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS , Global X S&P 500 Quality Dividend ETFQDIV , WisdomTree U.S. SmallCap Dividend FundDES and First Trust Dorsey Wright Momentum & Dividend ETFDDIV . Click to get this free report WisdomTree U.S. SmallCap Dividend Fund (DES): ETF Research Reports WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS): ETF Research Reports First Trust Dorsey Wright Momentum & Dividend ETF (DDIV): ETF Research Reports Global X S&P 500 Quality Dividend ETF (QDIV): ETF Research Reports First Trust SMID Cap Rising Dividend Achievers ETF (SDVY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Up 16.3% This fund provides exposure to dividend-paying small-cap companies with growth characteristics in the U.S. equity market.
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Stocks recently featured in the blog include: First Trust SMID Cap Rising Dividend Achievers ETFSDVY , WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS , Global X S&P 500 Quality Dividend ETFQDIV , WisdomTree U.S. SmallCap Dividend FundDES and First Trust Dorsey Wright Momentum & Dividend ETFDDIV . WisdomTree U.S. SmallCap Quality Dividend Growth Fund - Up 16.3% This fund provides exposure to dividend-paying small-cap companies with growth characteristics in the U.S. equity market. DES has amassed $2.1 billion in its asset base and has a Zacks ETF Rank #3 with a Medium risk outlook.
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008bd24b-990a-433b-9867-386e5a76a7ac
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728305.0
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2019-02-28 00:00:00 UTC
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Semgroup Corporation (SEMG) Ex-Dividend Date Scheduled for March 01, 2019
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DES
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https://www.nasdaq.com/articles/semgroup-corporation-semg-ex-dividend-date-scheduled-march-01-2019-2019-02-28
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Semgroup Corporation ( SEMG ) will begin trading ex-dividend on March 01, 2019. A cash dividend payment of $0.472 per share is scheduled to be paid on March 14, 2019. Shareholders who purchased SEMG prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 5th quarter that SEMG has paid the same dividend.
The previous trading day's last sale of SEMG was $16.6, representing a -38.03% decrease from the 52 week high of $26.79 and a 29.08% increase over the 52 week low of $12.86.
SEMG is a part of the Energy sector, which includes companies such as Schlumberger N.V. ( SLB ) and Halliburton Company ( HAL ). SEMG's current earnings per share, an indicator of a company's profitability, is -$.53. Zacks Investment Research reports SEMG's forecasted earnings growth in 2018 as 52.08%, compared to an industry average of 3.5%.
For more information on the declaration, record and payment dates, visit the SEMG Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to SEMG through an Exchange Traded Fund [ETF]?
The following ETF(s) have SEMG as a top-10 holding:
Invesco S&P High Income Infrastructure ETF ( GHII )
WisdomTree U.S. SmallCap Dividend Fund ( DES )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD ).
The top-performing ETF of this group is GHII with an increase of 0.37% over the last 100 days. It also has the highest percent weighting of SEMG at 4.73%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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SEMG is a part of the Energy sector, which includes companies such as Schlumberger N.V. ( SLB ) and Halliburton Company ( HAL ). The following ETF(s) have SEMG as a top-10 holding: Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ). Shareholders who purchased SEMG prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have SEMG as a top-10 holding: Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. SEMG is a part of the Energy sector, which includes companies such as Schlumberger N.V. ( SLB ) and Halliburton Company ( HAL ).
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The following ETF(s) have SEMG as a top-10 holding: Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ). SEMG is a part of the Energy sector, which includes companies such as Schlumberger N.V. ( SLB ) and Halliburton Company ( HAL ). Shareholders who purchased SEMG prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have SEMG as a top-10 holding: Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ). SEMG is a part of the Energy sector, which includes companies such as Schlumberger N.V. ( SLB ) and Halliburton Company ( HAL ). A cash dividend payment of $0.472 per share is scheduled to be paid on March 14, 2019.
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0b848c74-548b-4954-8165-52d2bae0b156
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728306.0
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2019-02-27 00:00:00 UTC
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Compass Minerals International, Inc. (CMP) Ex-Dividend Date Scheduled for February 28, 2019
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DES
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https://www.nasdaq.com/articles/compass-minerals-international-inc-cmp-ex-dividend-date-scheduled-february-28-2019-2019-02
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nan
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nan
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Compass Minerals International, Inc. ( CMP ) will begin trading ex-dividend on February 28, 2019. A cash dividend payment of $0.72 per share is scheduled to be paid on March 15, 2019. Shareholders who purchased CMP prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 9th quarter that CMP has paid the same dividend.
The previous trading day's last sale of CMP was $53.05, representing a -25.54% decrease from the 52 week high of $71.25 and a 38.91% increase over the 52 week low of $38.19.
CMP is a part of the Basic Industries sector, which includes companies such as Vulcan Materials Company ( VMC ) and Teck Resources Ltd ( TECK ). CMP's current earnings per share, an indicator of a company's profitability, is $2.01. Zacks Investment Research reports CMP's forecasted earnings growth in 2019 as 50.05%, compared to an industry average of -1.3%.
For more information on the declaration, record and payment dates, visit the CMP Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CMP through an Exchange Traded Fund [ETF]?
The following ETF(s) have CMP as a top-10 holding:
SPDR S&P Metals & Mining ETF ( XME )
Invesco High Yield Equity Dividend Achievers ETF ( PEY )
SPDR S&P Global Dividend ( WDIV )
WisdomTree U.S. SmallCap Dividend Fund ( DES )
Ranger Equity Bear Bear ETF ( HDGE ).
The top-performing ETF of this group is PEY with an decrease of -1.28% over the last 100 days. XME has the highest percent weighting of CMP at 4.43%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CMP is a part of the Basic Industries sector, which includes companies such as Vulcan Materials Company ( VMC ) and Teck Resources Ltd ( TECK ). The following ETF(s) have CMP as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) Invesco High Yield Equity Dividend Achievers ETF ( PEY ) SPDR S&P Global Dividend ( WDIV ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) Ranger Equity Bear Bear ETF ( HDGE ). Shareholders who purchased CMP prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have CMP as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) Invesco High Yield Equity Dividend Achievers ETF ( PEY ) SPDR S&P Global Dividend ( WDIV ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) Ranger Equity Bear Bear ETF ( HDGE ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CMP is a part of the Basic Industries sector, which includes companies such as Vulcan Materials Company ( VMC ) and Teck Resources Ltd ( TECK ).
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The following ETF(s) have CMP as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) Invesco High Yield Equity Dividend Achievers ETF ( PEY ) SPDR S&P Global Dividend ( WDIV ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) Ranger Equity Bear Bear ETF ( HDGE ). CMP is a part of the Basic Industries sector, which includes companies such as Vulcan Materials Company ( VMC ) and Teck Resources Ltd ( TECK ). Shareholders who purchased CMP prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have CMP as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) Invesco High Yield Equity Dividend Achievers ETF ( PEY ) SPDR S&P Global Dividend ( WDIV ) WisdomTree U.S. SmallCap Dividend Fund ( DES ) Ranger Equity Bear Bear ETF ( HDGE ). CMP is a part of the Basic Industries sector, which includes companies such as Vulcan Materials Company ( VMC ) and Teck Resources Ltd ( TECK ). A cash dividend payment of $0.72 per share is scheduled to be paid on March 15, 2019.
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cf5aa00a-fa17-45af-94b1-a0334bf3ed29
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728307.0
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2019-02-20 00:00:00 UTC
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Bullish Two Hundred Day Moving Average Cross - DES
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DES
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https://www.nasdaq.com/articles/bullish-two-hundred-day-moving-average-cross-des-2019-02-20
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nan
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nan
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.50, changing hands as high as $28.69 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 0.9% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point - that compares with a last trade of $28.67.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.50, changing hands as high as $28.69 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point - that compares with a last trade of $28.67. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.50, changing hands as high as $28.69 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point - that compares with a last trade of $28.67. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.50, changing hands as high as $28.69 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point - that compares with a last trade of $28.67. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Wednesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $28.50, changing hands as high as $28.69 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $23.23 per share, with $30.76 as the 52 week high point - that compares with a last trade of $28.67. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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c1076f02-1583-4862-abe9-5a1424bd8280
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728308.0
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2019-02-19 00:00:00 UTC
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10 Small-Cap ETFs That Pack a Wallop
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DES
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https://www.nasdaq.com/articles/10-small-cap-etfs-that-pack-a-wallop
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Various data points and studies confirm that investors are often heavily skewed, if not over-allocated, to large-cap stocks. However, there is also no shortage of studies confirming that over long holding periods, small-caps beat their large-cap rivals.
"The size premium is one of a handful of equity factors, including value and growth, that tend to deliver higher average returns than markets overall, according to decades of academic research," reports Institutional Investor .
Factor performance, be it good or bad, is not linear. There will definitely be years when the large-cap S&P 500 beats small-cap benchmarks like the Russell 2000 Index or the S&P SmallCap 600 Index.
Another issue explaining why investors often favor large caps over smaller companies is volatility. Over the past three years, annualized volatility on the iShares Russell 2000 ETF (NYSEARCA: IWM ) and the iShares Core S&P SmallCap 600 ETF (NYSEARCA: IJR ), two of the biggest small-cap ETFs, was 15.8% compared to 12.7% on the S&P 500. Investors were, however, rewarded for taking on that extra volatility as IJR and IWM produced average returns of more than 69% over that period compared to 59.6% for the S&P 500.
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For investors looking to go small in search of potentially big returns, here are some of the best small-cap ETFs to consider.
Vanguard Small-Cap ETF (VB)
Expense Ratio: 0.05% per year, or $5 on a $10,000 investment.
In almost all instances, small-cap ETFs carry higher fees than their large-cap rivals, but that does not mean all small-cap ETFs are expensive. Plenty of small-cap ETFs carry low fees, including the Vanguard Small-Cap ETF (NYSEARCA: VB ).
VB is a hit with many investors who are seeking small-cap exposure due in part to its low fee and its deep bench of around 1,400 stocks. If there is a quibble with this Vanguard, it is its level of small-cap purity. The median market cap of VB's holdings is $4 billion , well above the $2 billion that defines the top end of the small-cap spectrum.
About 46% of VB's roster is allocated to financial services and industrial stocks while 25% is devoted to consumer discretionary and technology names.
Invesco S&P SmallCap Low Volatility ETF (XSLV)
Expense Ratio: 0.25%
As was noted earlier, small-caps can be more volatile than larger stocks. The low volatility factor can reduce some the turbulence associated with smaller equities and the Invesco S&P SmallCap Low Volatility ETF (NYSEARCA: XSLV ) is one avenue for accomplishing that objective.
XSLV's 120 holdings are the members of the widely followed S&P SmallCap 600 Index that display the lowest trailing 12-month volatility. The average market value of this small-cap ETF's holdings is $1.59 billion, which is at the higher end of the small-cap range.
10 Hot Stocks Leading the Market's Blitz Higher
Low-volatility funds are sector agnostic, but there can be some sector-level concentration risk as volatility ebbs and flows across sectors. Currently, more than two-thirds of XSLV's combined weight goes to financial services and real estate stocks. Nearly 38% of XSLV's holdings are considered value stocks, compared to just 15% classified as growth names.
Invesco S&P SmallCap Information Technology ETF (PSCT)
Expense Ratio: 0.29%
Tactical investors looking for significant appreciation potential may want to consider sector-specific small-cap ETFs, including the Invesco S&P SmallCap Information Technology ETF (NASDAQ: PSCT ).
This small-cap ETF follows the S&P SmallCap 600 Capped Information Technology Index. Its holdings "are principally engaged in the business of providing information technology-related products and services, including computer hardware and software, internet, electronics and semiconductors and communication technologies," according to Invesco .
Over 55% of PSCT's 89 holdings are semiconductor companies or related to that industry in some form. Not surprisingly, this small-cap ETF features a growth tilt, as nearly half its components are classified as growth stocks - more than double its exposure to value names.
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
Expense Ratio: 0.63%
Just as investors are biased toward large-caps, they are also biased toward stocks in their domestic markets, meaning many investors are often under-allocated to international markets. For risk-tolerant investors, the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA: DGS ) can bolster a portfolio's geographic and market cap diversity while providing a dividend kicker.
This small-cap ETF offers investors some other notable benefits. First, even during eras of weakness in emerging markets stocks, DGS has a track record of outperforming the MSCI Emerging Markets Index with less volatility. Second, DGS's volatility usually is not much higher than the Russell 2000's. Third, DGS almost always has a higher dividend yield and lower earnings multiples than the major domestic small-cap benchmarks.
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Over half of DGS's geographic weight is allocated to Taiwan, China and South Africa, which is not too surprising given those countries' dividend track records.
WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense Ratio: 0.38%
Ample research suggests dividend stocks , particularly those with growing payouts, can provide investors not only with added income, but another layer of protection when market volatility rises. The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ), the original name among domestic small-cap dividend ETFs, was less volatile than small-cap benchmarks last year, extending a theme that has been true for nearly all of DES's nearly 13 years on the market.
DES follows the WisdomTree U.S. SmallCap Dividend Index, which "is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year, based on the most recently declared dividend per share," according to WisdomTree .
The trailing-12-month dividend yield of 3.3% on that index is more than double the yield on the Russell 2000. This small-cap ETF allocates almost 34% of its combined weight to industrial and consumer discretionary stocks.
iShares ESG MSCI USA Small-Cap ETF (ESML)
Expense Ratio: 0.17%
Investors can access small-cap ETFs in socially responsible fashion , and the iShares ESG MSCI USA Small-Cap ETF (CBOE: ESML ) is one of the premier avenues for doing just that. Having debuted last April, ESML is one of the newest small-cap ETFs, but the fund is off to a fine start. This year, ESML is one of the best-performing small-cap ETFs, as it is up more than 17%.
ESML holds over 900 stocks and follows the MSCI USA Small Cap Extended ESG Focus Index. This small-cap ETF has an environmental, social and governance ratio coverage percentage of 97.40% and an ESG quality peer rank of 98.30%, according to issuer data .
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Over a third of ESML's weight is devoted to technology and industrial stocks while nearly 29% goes to the financial services and healthcare sectors.
Xtrackers Russell 2000 Comprehensive Factor ETF (DESC)
Expense Ratio: 0.3%
The Xtrackers Russell 2000 Comprehensive Factor ETF (NYSEARCA: DESC ) is a multifactor approach to the Russell 2000 universe.
This small-cap ETF's underlying index "is designed to provide transparent, cost-efficient exposure to small-cap domestic equities based on five factors - quality, value, momentum, low volatility and size," according to the issuer .
This small-cap ETF's multifactor approach removes the need to time the performance of various investment factors, an endeavor that is basically as difficult as stock picking. When some or all of the factors represented in DESC are in style, the fund offers some potential to outperform traditional small-cap funds, but it may be best used for investors looking to reduce small-cap volatility.
ProShares Russell 2000 Dividend Growers ETF (SMDV)
Expense Ratio: 0.4%
As mentioned earlier, dividend growth works with small caps. Investors just need to know where to look. A good place to start is with the ProShares Russell 2000 Dividend Growers ETF (CBOE: SMDV ).
This small-cap ETF explicitly focus on dividend growth consistency as its holdings must have minimum dividend increase streaks of at least 10 years, a screening requirement found on some popular large-cap dividend ETFs.
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Even with the dividend growth requirement, SMDV's yield of 2.6% is not a cause for concern and implies room for more payout growth. This small-cap ETF devotes 42% of its combined weight to the utilities and industrial sectors.
Invesco S&P SmallCap 600 Pure Growth ETF (RZG)
Expense Ratio: 0.35%
Regardless of market cap segment, growth stocks are usually more volatile than other cap segments and it has already been established that small-caps are more volatile than larger stocks. Acknowledging those factors, the combination of small-cap growth can be more volatile than, say, small-cap value, but the combination is nonetheless potentially potent.
Home to almost 150 stocks, the Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA: RZG ) follows the S&P SmallCap 600 Pure Growth Index.
" Growth is measured by the following risk factors: sales growth, earnings change to price and momentum," according to Invesco .
This small-cap ETF is heavily allocated to sectors known for growth in the small-cap universe. Healthcare, consumer discretionary and technology names combine for over 51% of the fund's weight.
Schwab Fundamental U.S. Small Company ETF (FNDA)
Expense Ratio: 0.25%
The Schwab Fundamental U.S. Small Company ETF (NYSEARCA: FNDA ) is a small-cap spin on traditional small-cap ETFs.
FNDA's underlying "index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies included in the Russell 3000 Index," according to Schwab.
While pricier than traditional small-cap ETFs, FNDA compares favorably on that metric relative to other smart beta small-cap ETFs and Schwab clients can trade FNDA commission-free .
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FNDA holds almost 900 stocks, and over 20% of the holdings are industrials. The consumer discretionary and financial services sectors combine for around 29% of FNDA's weight.
As of this writing, Todd Shriber owned shares of DES.
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The post 10 Small-Cap ETFs That Pack a Wallop appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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"The size premium is one of a handful of equity factors, including value and growth, that tend to deliver higher average returns than markets overall, according to decades of academic research," reports Institutional Investor . WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Ample research suggests dividend stocks , particularly those with growing payouts, can provide investors not only with added income, but another layer of protection when market volatility rises. The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ), the original name among domestic small-cap dividend ETFs, was less volatile than small-cap benchmarks last year, extending a theme that has been true for nearly all of DES's nearly 13 years on the market.
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The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ), the original name among domestic small-cap dividend ETFs, was less volatile than small-cap benchmarks last year, extending a theme that has been true for nearly all of DES's nearly 13 years on the market. Xtrackers Russell 2000 Comprehensive Factor ETF (DESC) Expense Ratio: 0.3% The Xtrackers Russell 2000 Comprehensive Factor ETF (NYSEARCA: DESC ) is a multifactor approach to the Russell 2000 universe. "The size premium is one of a handful of equity factors, including value and growth, that tend to deliver higher average returns than markets overall, according to decades of academic research," reports Institutional Investor .
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"The size premium is one of a handful of equity factors, including value and growth, that tend to deliver higher average returns than markets overall, according to decades of academic research," reports Institutional Investor . WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Ample research suggests dividend stocks , particularly those with growing payouts, can provide investors not only with added income, but another layer of protection when market volatility rises. The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ), the original name among domestic small-cap dividend ETFs, was less volatile than small-cap benchmarks last year, extending a theme that has been true for nearly all of DES's nearly 13 years on the market.
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"The size premium is one of a handful of equity factors, including value and growth, that tend to deliver higher average returns than markets overall, according to decades of academic research," reports Institutional Investor . WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Ample research suggests dividend stocks , particularly those with growing payouts, can provide investors not only with added income, but another layer of protection when market volatility rises. The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ), the original name among domestic small-cap dividend ETFs, was less volatile than small-cap benchmarks last year, extending a theme that has been true for nearly all of DES's nearly 13 years on the market.
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672ef663-d9ee-42a9-9d04-3693fe0bdcf6
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728309.0
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2019-02-13 00:00:00 UTC
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Pitney Bowes Inc. (PBI) Ex-Dividend Date Scheduled for February 14, 2019
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DES
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https://www.nasdaq.com/articles/pitney-bowes-inc-pbi-ex-dividend-date-scheduled-february-14-2019-2019-02-13
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nan
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nan
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Pitney Bowes Inc. ( PBI ) will begin trading ex-dividend on February 14, 2019. A cash dividend payment of $0.05 per share is scheduled to be paid on March 11, 2019. Shareholders who purchased PBI prior to the ex-dividend date are eligible for the cash dividend payment. This represents an -73.4% decrease from the prior dividend payment.
The previous trading day's last sale of PBI was $7.05, representing a -46.14% decrease from the 52 week high of $13.09 and a 27.95% increase over the 52 week low of $5.51.
PBI is a part of the Miscellaneous sector, which includes companies such as W.W. Grainger, Inc. ( GWW ) and HD Supply Holdings, Inc. ( HDS ). PBI's current earnings per share, an indicator of a company's profitability, is $1.19. Zacks Investment Research reports PBI's forecasted earnings growth in 2019 as -2.16%, compared to an industry average of 3.1%.
For more information on the declaration, record and payment dates, visit the PBI Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to PBI through an Exchange Traded Fund [ETF]?
The following ETF(s) have PBI as a top-10 holding:
Arrow QVM Equity Factor ETF ( QVM )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is QVM with an decrease of -4.86% over the last 100 days. It also has the highest percent weighting of PBI at 2.23%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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PBI is a part of the Miscellaneous sector, which includes companies such as W.W. Grainger, Inc. ( GWW ) and HD Supply Holdings, Inc. ( HDS ). The following ETF(s) have PBI as a top-10 holding: Arrow QVM Equity Factor ETF ( QVM ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Zacks Investment Research reports PBI's forecasted earnings growth in 2019 as -2.16%, compared to an industry average of 3.1%.
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The following ETF(s) have PBI as a top-10 holding: Arrow QVM Equity Factor ETF ( QVM ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. PBI is a part of the Miscellaneous sector, which includes companies such as W.W. Grainger, Inc. ( GWW ) and HD Supply Holdings, Inc. ( HDS ).
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The following ETF(s) have PBI as a top-10 holding: Arrow QVM Equity Factor ETF ( QVM ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). PBI is a part of the Miscellaneous sector, which includes companies such as W.W. Grainger, Inc. ( GWW ) and HD Supply Holdings, Inc. ( HDS ). Shareholders who purchased PBI prior to the ex-dividend date are eligible for the cash dividend payment.
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PBI is a part of the Miscellaneous sector, which includes companies such as W.W. Grainger, Inc. ( GWW ) and HD Supply Holdings, Inc. ( HDS ). The following ETF(s) have PBI as a top-10 holding: Arrow QVM Equity Factor ETF ( QVM ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). A cash dividend payment of $0.05 per share is scheduled to be paid on March 11, 2019.
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fd257961-8794-48fb-81e5-0eef4b8e8298
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728310.0
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2019-01-23 00:00:00 UTC
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Insiders Bullish on Certain Holdings of DES
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DES
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https://www.nasdaq.com/articles/insiders-bullish-certain-holdings-des-2019-01-23
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.4% of holdings on a weighted basis have experienced insider buying within the past six months.
Energizer Holdings Inc (Symbol: ENR), which makes up 0.44% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $8,736,597 worth of ENR, making it the #38 largest holding. The table below details the recent insider buying activity observed at ENR:
ENR - last trade: $45.25 - Recent Insider Buys:
And Deluxe Corp (Symbol: DLX), the #49 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $7,627,520 worth of DLX, which represents approximately 0.39% of the ETF's total assets at last check. The recent insider buying activity observed at DLX is detailed in the table below:
DLX - last trade: $43.28 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.4% of holdings on a weighted basis have experienced insider buying within the past six months. Energizer Holdings Inc (Symbol: ENR), which makes up 0.44% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $45.25 - Recent Insider Buys: And Deluxe Corp (Symbol: DLX), the #49 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Energizer Holdings Inc (Symbol: ENR), which makes up 0.44% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $45.25 - Recent Insider Buys: And Deluxe Corp (Symbol: DLX), the #49 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.4% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.4% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $45.25 - Recent Insider Buys: And Deluxe Corp (Symbol: DLX), the #49 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Energizer Holdings Inc (Symbol: ENR), which makes up 0.44% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Energizer Holdings Inc (Symbol: ENR), which makes up 0.44% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $45.25 - Recent Insider Buys: And Deluxe Corp (Symbol: DLX), the #49 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.4% of holdings on a weighted basis have experienced insider buying within the past six months.
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36058ec8-5ef1-4b2e-b6d2-82e76d281873
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728311.0
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2019-01-15 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2019-01-15
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
PolyOne Corp. (Symbol: POL), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $8,757,192 worth of POL, making it the #37 largest holding. The table below details the recent insider buying activity observed at POL:
POL - last trade: $30.34 - Recent Insider Buys:
And Silgan Holdings Inc (Symbol: SLGN), the #85 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $5,782,941 worth of SLGN, which represents approximately 0.30% of the ETF's total assets at last check. The recent insider buying activity observed at SLGN is detailed in the table below:
SLGN - last trade: $25.48 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months. PolyOne Corp. (Symbol: POL), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at POL: POL - last trade: $30.34 - Recent Insider Buys: And Silgan Holdings Inc (Symbol: SLGN), the #85 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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PolyOne Corp. (Symbol: POL), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at POL: POL - last trade: $30.34 - Recent Insider Buys: And Silgan Holdings Inc (Symbol: SLGN), the #85 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at POL: POL - last trade: $30.34 - Recent Insider Buys: And Silgan Holdings Inc (Symbol: SLGN), the #85 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. PolyOne Corp. (Symbol: POL), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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PolyOne Corp. (Symbol: POL), which makes up 0.45% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at POL: POL - last trade: $30.34 - Recent Insider Buys: And Silgan Holdings Inc (Symbol: SLGN), the #85 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 12.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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1d18aad3-5c69-4bcc-bdd6-dbf28472eb7c
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728312.0
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2018-12-27 00:00:00 UTC
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Pattern Energy Group Inc. (PEGI) Ex-Dividend Date Scheduled for December 28, 2018
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DES
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https://www.nasdaq.com/articles/pattern-energy-group-inc-pegi-ex-dividend-date-scheduled-december-28-2018-2018-12-27
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nan
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nan
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Pattern Energy Group Inc. ( PEGI ) will begin trading ex-dividend on December 28, 2018. A cash dividend payment of $0.422 per share is scheduled to be paid on January 31, 2019. Shareholders who purchased PEGI prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 5th quarter that PEGI has paid the same dividend. At the current stock price of $18.66, the dividend yield is 9.05%.
The previous trading day's last sale of PEGI was $18.66, representing a -15.87% decrease from the 52 week high of $22.18 and a 12.55% increase over the 52 week low of $16.58.
PEGI is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). PEGI's current earnings per share, an indicator of a company's profitability, is $1.45. Zacks Investment Research reports PEGI's forecasted earnings growth in 2018 as 647.37%, compared to an industry average of 9.7%.
For more information on the declaration, record and payment dates, visit the PEGI Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to PEGI through an Exchange Traded Fund [ETF]?
The following ETF(s) have PEGI as a top-10 holding:
iShares S&P Global Clean Energy Index Fund ( ICLN )
Invesco S&P High Income Infrastructure ETF ( GHII )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is ICLN with an decrease of -8.54% over the last 100 days. It also has the highest percent weighting of PEGI at 4.85%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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PEGI is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have PEGI as a top-10 holding: iShares S&P Global Clean Energy Index Fund ( ICLN ) Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased PEGI prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have PEGI as a top-10 holding: iShares S&P Global Clean Energy Index Fund ( ICLN ) Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. PEGI is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ).
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The following ETF(s) have PEGI as a top-10 holding: iShares S&P Global Clean Energy Index Fund ( ICLN ) Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). PEGI is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). Shareholders who purchased PEGI prior to the ex-dividend date are eligible for the cash dividend payment.
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PEGI is a part of the Public Utilities sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have PEGI as a top-10 holding: iShares S&P Global Clean Energy Index Fund ( ICLN ) Invesco S&P High Income Infrastructure ETF ( GHII ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). A cash dividend payment of $0.422 per share is scheduled to be paid on January 31, 2019.
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df4362f9-5517-4902-b075-bba28d5c152c
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728313.0
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2018-12-27 00:00:00 UTC
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Uniti Group Inc. (UNIT) Ex-Dividend Date Scheduled for December 28, 2018
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DES
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https://www.nasdaq.com/articles/uniti-group-inc-unit-ex-dividend-date-scheduled-december-28-2018-2018-12-27
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nan
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nan
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Uniti Group Inc. ( UNIT ) will begin trading ex-dividend on December 28, 2018. A cash dividend payment of $0.6 per share is scheduled to be paid on January 15, 2019. Shareholders who purchased UNIT prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 14th quarter that UNIT has paid the same dividend. At the current stock price of $16.11, the dividend yield is 14.9%.
The previous trading day's last sale of UNIT was $16.11, representing a -31.21% decrease from the 52 week high of $23.42 and a 15.57% increase over the 52 week low of $13.94.
UNIT is a part of the Consumer Services sector, which includes companies such as American Tower Corporation (REIT) ( AMT ) and Simon Property Group, Inc. ( SPG ). UNIT's current earnings per share, an indicator of a company's profitability, is $.09. Zacks Investment Research reports UNIT's forecasted earnings growth in 2018 as -2.39%, compared to an industry average of .6%.
For more information on the declaration, record and payment dates, visit the UNIT Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to UNIT through an Exchange Traded Fund [ETF]?
The following ETF(s) have UNIT as a top-10 holding:
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an decrease of -18.56% over the last 100 days. It also has the highest percent weighting of UNIT at 0.92%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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UNIT is a part of the Consumer Services sector, which includes companies such as American Tower Corporation (REIT) ( AMT ) and Simon Property Group, Inc. ( SPG ). The following ETF(s) have UNIT as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an decrease of -18.56% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. UNIT is a part of the Consumer Services sector, which includes companies such as American Tower Corporation (REIT) ( AMT ) and Simon Property Group, Inc. ( SPG ). The following ETF(s) have UNIT as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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The following ETF(s) have UNIT as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ). UNIT is a part of the Consumer Services sector, which includes companies such as American Tower Corporation (REIT) ( AMT ) and Simon Property Group, Inc. ( SPG ). The top-performing ETF of this group is DES with an decrease of -18.56% over the last 100 days.
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The top-performing ETF of this group is DES with an decrease of -18.56% over the last 100 days. UNIT is a part of the Consumer Services sector, which includes companies such as American Tower Corporation (REIT) ( AMT ) and Simon Property Group, Inc. ( SPG ). The following ETF(s) have UNIT as a top-10 holding: WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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e6ecf37d-0ba7-4655-bd8c-4eeecc003b5f
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728314.0
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2018-12-27 00:00:00 UTC
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B&G Foods, Inc. (BGS) Ex-Dividend Date Scheduled for December 28, 2018
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DES
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https://www.nasdaq.com/articles/bg-foods-inc-bgs-ex-dividend-date-scheduled-december-28-2018-2018-12-27
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nan
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nan
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B&G Foods, Inc. ( BGS ) will begin trading ex-dividend on December 28, 2018. A cash dividend payment of $0.475 per share is scheduled to be paid on January 30, 2019. Shareholders who purchased BGS prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 3rd quarter that BGS has paid the same dividend. At the current stock price of $30.49, the dividend yield is 6.23%.
The previous trading day's last sale of BGS was $30.49, representing a -17.15% decrease from the 52 week high of $36.80 and a 38.59% increase over the 52 week low of $22.
BGS is a part of the Consumer Non-Durables sector, which includes companies such as Mondelez International, Inc. ( MDLZ ) and The Kraft Heinz Company ( KHC ). BGS's current earnings per share, an indicator of a company's profitability, is $2.86. Zacks Investment Research reports BGS's forecasted earnings growth in 2018 as -4.95%, compared to an industry average of 3.5%.
For more information on the declaration, record and payment dates, visit the BGS Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to BGS through an Exchange Traded Fund [ETF]?
The following ETF(s) have BGS as a top-10 holding:
Invesco S&P SmallCap Consumer Staples ETF ( PSCC )
WisdomTree Trust ( GSD )
WisdomTree Trust ( HGSD )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is HGSD with an decrease of -14.66% over the last 100 days. PSCC has the highest percent weighting of BGS at 4.92%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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BGS is a part of the Consumer Non-Durables sector, which includes companies such as Mondelez International, Inc. ( MDLZ ) and The Kraft Heinz Company ( KHC ). The following ETF(s) have BGS as a top-10 holding: Invesco S&P SmallCap Consumer Staples ETF ( PSCC ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased BGS prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have BGS as a top-10 holding: Invesco S&P SmallCap Consumer Staples ETF ( PSCC ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. BGS is a part of the Consumer Non-Durables sector, which includes companies such as Mondelez International, Inc. ( MDLZ ) and The Kraft Heinz Company ( KHC ).
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The following ETF(s) have BGS as a top-10 holding: Invesco S&P SmallCap Consumer Staples ETF ( PSCC ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). BGS is a part of the Consumer Non-Durables sector, which includes companies such as Mondelez International, Inc. ( MDLZ ) and The Kraft Heinz Company ( KHC ). Shareholders who purchased BGS prior to the ex-dividend date are eligible for the cash dividend payment.
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BGS is a part of the Consumer Non-Durables sector, which includes companies such as Mondelez International, Inc. ( MDLZ ) and The Kraft Heinz Company ( KHC ). The following ETF(s) have BGS as a top-10 holding: Invesco S&P SmallCap Consumer Staples ETF ( PSCC ) WisdomTree Trust ( GSD ) WisdomTree Trust ( HGSD ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). A cash dividend payment of $0.475 per share is scheduled to be paid on January 30, 2019.
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3716e08c-acfe-4885-807b-08d3a6c5c1f3
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728315.0
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2018-12-26 00:00:00 UTC
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Covanta Holding Corporation (CVA) Ex-Dividend Date Scheduled for December 27, 2018
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DES
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https://www.nasdaq.com/articles/covanta-holding-corporation-cva-ex-dividend-date-scheduled-december-27-2018-2018-12-26
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nan
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nan
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Covanta Holding Corporation ( CVA ) will begin trading ex-dividend on December 27, 2018. A cash dividend payment of $0.25 per share is scheduled to be paid on January 04, 2019. Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 18th quarter that CVA has paid the same dividend. At the current stock price of $13.13, the dividend yield is 7.62%.
The previous trading day's last sale of CVA was $13.13, representing a -27.26% decrease from the 52 week high of $18.05 and a 0.15% increase over the 52 week low of $13.11.
CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). CVA's current earnings per share, an indicator of a company's profitability, is $2.09. Zacks Investment Research reports CVA's forecasted earnings growth in 2018 as 96.4%, compared to an industry average of 6.8%.
For more information on the declaration, record and payment dates, visit the CVA Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVA through an Exchange Traded Fund [ETF]?
The following ETF(s) have CVA as a top-10 holding:
First Trust RBA American Industrial Renaissance ETF ( AIRR )
VanEck Vectors Environmental Services ETF ( EVX )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is EVX with an decrease of -16.63% over the last 100 days. AIRR has the highest percent weighting of CVA at 3.84%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ).
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The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have CVA as a top-10 holding: First Trust RBA American Industrial Renaissance ETF ( AIRR ) VanEck Vectors Environmental Services ETF ( EVX ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Dominion Energy, Inc. ( D ). A cash dividend payment of $0.25 per share is scheduled to be paid on January 04, 2019.
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846d3a1e-eed8-4496-b37e-ad2bdd13fc30
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728316.0
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2018-12-18 00:00:00 UTC
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Dine Brands Global, Inc. (DIN) Ex-Dividend Date Scheduled for December 19, 2018
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DES
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https://www.nasdaq.com/articles/dine-brands-global-inc-din-ex-dividend-date-scheduled-december-19-2018-2018-12-18
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nan
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nan
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Dine Brands Global, Inc. ( DIN ) will begin trading ex-dividend on December 19, 2018. A cash dividend payment of $0.63 per share is scheduled to be paid on January 04, 2019. Shareholders who purchased DIN prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 4th quarter that DIN has paid the same dividend. At the current stock price of $76.4, the dividend yield is 3.3%.
The previous trading day's last sale of DIN was $76.4, representing a -19.66% decrease from the 52 week high of $95.09 and a 57.04% increase over the 52 week low of $48.65.
DIN is a part of the Consumer Services sector, which includes companies such as McDonald's Corporation ( MCD ) and Starbucks Corporation ( SBUX ). DIN's current earnings per share, an indicator of a company's profitability, is $7.57. Zacks Investment Research reports DIN's forecasted earnings growth in 2018 as 26.51%, compared to an industry average of 9.6%.
For more information on the declaration, record and payment dates, visit the DIN Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to DIN through an Exchange Traded Fund [ETF]?
The following ETF(s) have DIN as a top-10 holding:
WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS )
WisdomTree U.S. SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DGRS with an decrease of -14.97% over the last 100 days. It also has the highest percent weighting of DIN at 1.8%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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DIN is a part of the Consumer Services sector, which includes companies such as McDonald's Corporation ( MCD ) and Starbucks Corporation ( SBUX ). The following ETF(s) have DIN as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). Shareholders who purchased DIN prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have DIN as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. DIN is a part of the Consumer Services sector, which includes companies such as McDonald's Corporation ( MCD ) and Starbucks Corporation ( SBUX ).
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The following ETF(s) have DIN as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). DIN is a part of the Consumer Services sector, which includes companies such as McDonald's Corporation ( MCD ) and Starbucks Corporation ( SBUX ). Shareholders who purchased DIN prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have DIN as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree U.S. SmallCap Dividend Fund ( DES ). DIN is a part of the Consumer Services sector, which includes companies such as McDonald's Corporation ( MCD ) and Starbucks Corporation ( SBUX ). A cash dividend payment of $0.63 per share is scheduled to be paid on January 04, 2019.
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595f6351-5bf2-460c-b13f-b0d12017d144
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728317.0
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2018-11-01 00:00:00 UTC
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CVR Energy Inc. (CVI) Ex-Dividend Date Scheduled for November 02, 2018
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DES
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https://www.nasdaq.com/articles/cvr-energy-inc-cvi-ex-dividend-date-scheduled-november-02-2018-2018-11-01
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nan
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nan
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CVR Energy Inc. ( CVI ) will begin trading ex-dividend on November 02, 2018. A cash dividend payment of $0.75 per share is scheduled to be paid on November 12, 2018. Shareholders who purchased CVI prior to the ex-dividend date are eligible for the cash dividend payment. This represents an 50% increase over prior dividend payment. At the current stock price of $43, the dividend yield is 6.98%.
The previous trading day's last sale of CVI was $43, representing a -9.8% decrease from the 52 week high of $47.67 and a 53.52% increase over the 52 week low of $28.01.
CVI is a part of the Energy sector, which includes companies such as Exxon Mobil Corporation ( XOM ) and Chevron Corporation ( CVX ). CVI's current earnings per share, an indicator of a company's profitability, is $4.6.
For more information on the declaration, record and payment dates, visit the CVI Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVI through an Exchange Traded Fund [
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CVI is a part of the Energy sector, which includes companies such as Exxon Mobil Corporation ( XOM ) and Chevron Corporation ( CVX ). Shareholders who purchased CVI prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the CVI Dividend History page.
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CVI is a part of the Energy sector, which includes companies such as Exxon Mobil Corporation ( XOM ) and Chevron Corporation ( CVX ). CVR Energy Inc. ( CVI ) will begin trading ex-dividend on November 02, 2018. Shareholders who purchased CVI prior to the ex-dividend date are eligible for the cash dividend payment.
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CVI is a part of the Energy sector, which includes companies such as Exxon Mobil Corporation ( XOM ) and Chevron Corporation ( CVX ). Shareholders who purchased CVI prior to the ex-dividend date are eligible for the cash dividend payment. The previous trading day's last sale of CVI was $43, representing a -9.8% decrease from the 52 week high of $47.67 and a 53.52% increase over the 52 week low of $28.01.
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CVI is a part of the Energy sector, which includes companies such as Exxon Mobil Corporation ( XOM ) and Chevron Corporation ( CVX ). A cash dividend payment of $0.75 per share is scheduled to be paid on November 12, 2018. Shareholders who purchased CVI prior to the ex-dividend date are eligible for the cash dividend payment.
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3a7cdf96-80dd-46bf-912c-f180fe101fbb
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728318.0
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2018-10-26 00:00:00 UTC
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DES Crosses Critical Technical Indicator
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DES
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https://www.nasdaq.com/articles/des-crosses-critical-technical-indicator-2018-10-26
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nan
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nan
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.71 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of WisdomTree U.S. SmallCap Dividend Fund, the RSI reading has hit 28.6 - by comparison, the RSI reading for the S&P 500 is currently 30.4. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $26.69. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading down about 1.7% on the day.
Click here to find out what 9 other oversold dividend stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.71 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $26.69.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.71 per share. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $26.69.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.71 per share. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $26.69.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $26.71 per share. A bullish investor could look at DES's 28.6 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $26.69.
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fdb50d7f-6447-4570-857a-94bc9a98e9a3
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728319.0
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2018-10-02 00:00:00 UTC
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Shares of DES Now Oversold
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DES
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https://www.nasdaq.com/articles/shares-des-now-oversold-2018-10-02
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nan
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nan
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $29.08 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In the case of WisdomTree U.S. SmallCap Dividend Fund, the RSI reading has hit 29.7 - by comparison, the RSI reading for the S&P 500 is currently 64.9. A bullish investor could look at DES's 29.7 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $29.10. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading off about 0.9% on the day.
Click here to find out what 9 other oversold dividend stocks you need to know about »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A bullish investor could look at DES's 29.7 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $29.08 per share. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $29.10.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $29.08 per share. A bullish investor could look at DES's 29.7 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $29.10.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $29.08 per share. A bullish investor could look at DES's 29.7 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $29.10.
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In trading on Tuesday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) entered into oversold territory, changing hands as low as $29.08 per share. A bullish investor could look at DES's 29.7 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DES's low point in its 52 week range is $26.45 per share, with $30.76 as the 52 week high point - that compares with a last trade of $29.10.
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188060f1-0686-4217-ad7e-82baf8934110
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728320.0
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2018-09-10 00:00:00 UTC
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5 Dividend ETFs Worth Buying Now
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DES
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https://www.nasdaq.com/articles/5-dividend-etfs-worth-buying-now-2018-09-10
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nan
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nan
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After peaking at the end of last month, the S&P 500 and the Nasdaq Composite Index logged in the fourth straight day of decline last week with the latter registering the worst start to September since 2008. The sluggish trading was driven by a steep sell-off in the tech sector and Trump's new tariff threat.
Donald Trump threatened to impose tariffs on additional $267 billion, in addition to the proposed 25% duty to be levied on $200 billion of Chinese goods. The move will escalate trade tensions between the United States and China. Additionally, Bloomberg News reports that the United States and Canada will likely end the week with a no trade deal (read: Counter Renewed Trade Tensions With 5 ETFs ).
Further, the prospect of faster-than-expected rates hike also took a toll on the stocks. If these weren't enough, the seasonal phenomenon resulted in the decline. September is historically a weak month for the stock market and even worse in the mid-term election years.
The return of volatility in the stock market has rekindled investors' love for products that provide stability and safety in a rocky market. Nothing seems a better strategy than picking dividend-focused products in this kind of an environment.
Dividend-focused products offer safety in the form of payouts while at the same time providing stability as mature companies are less volatile to large swings in stock prices. Dividend paying securities are the major source of consistent income for investors to create wealth when returns from the equity market are at risk. This is because the companies that pay dividends generally act as a hedge against economic uncertainty and provide downside protection by offering outsized payouts or sizable yields on a regular basis (read: Tech Sell-Off, New Tariff Threat Put Low Beta ETFs in Focus ).
That being said, we highlight five dividend ETFs for investors seeking yields and returns in a rocky market. These funds yield higher than the S&P 500, making them excellent choices in the current market turmoil.
Global X SuperDividend U.S. ETF DIV
This fund provides exposure to 50 of the highest dividend yielding U.S. securities by tracking the INDXX SuperDividend U.S. Low Volatility Index. It is widely diversified across each component as none of these hold more than 2.85% of the assets. Utilities accounts for one-fourth of the portfolio, closely followed by real estate (23%), consumer discretionary (14%), energy (14%), and consumer staples (13%). The product has amassed $420 million in its asset base while trading in moderate volume of about 69,000 shares. It charges 45 bps in fees per year from investors and has a solid dividend yield of 6.08%. The product has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook (read: 5 ETFs Yielding 5% or More ).
WBI Power Factor High Dividend ETF WBIY
This ETF offers exposure to quality stocks that have the highest dividend yield with a deep value bias and multi-factor fundamental analysis. It follows the Solactive Power Factor High Dividend Index, holding 51 stocks in the basket with none making up for more than 5.8% share. Consumer discretionary is the top sector with one-fourth of the portfolio while financials, telecom and consumer staples round off the next three spots. The product has amassed $123.8 million in its asset base and has an annual yield of 4.21%. It charges 70 bps in annual fees and trades in lower volume of 30,000 shares a day on average.
SPDR Portfolio S&P 500 High Dividend ETF SPYD
This fund provides exposure to stocks with high level of dividend income and the opportunity for capital appreciation by tracking the S&P 500 High Dividend Index. Holding 80 stocks in its basket, the fund is well-diversified across securities with each making up for less than 2% of assets. It is slightly skewed toward real estate at 24.6%, closely followed by utilities (20.7%), and consumer discretionary (12%). The fund has AUM of $678.3 million and trades in volume of about 159,000 shares. It charges 7 bps in annual fees and has a good dividend yield of 3.90%. It has a Zacks ETF Rank of #2 (Buy) with a Medium risk outlook.
Invesco High Yield Equity Dividend Achievers ETF PEY
This fund offers exposure to well-diversified 50 stocks selected principally based on dividend yield and consistent growth in dividends. It tracks the NASDAQ US Dividend Achievers 50 Index, charging 54 bps in fees from investors. Utilities, consumer staples, financials, and consumer discretionary are the top four sectors accounting for double-digit exposure each. The product has amassed $782.8 million in AUM and sees average daily volume of 126,000 shares a day. It sports annual dividend yield of 3.67% and has a Zacks ETF Rank #3 with a Medium risk outlook (read: 5 Dividend Growth ETFs to Fight Trade & Inflation Fears ).
WisdomTree U.S. SmallCap Dividend Fund DES
This ETF offers exposure to the dividend-paying small-cap companies in the U.S. equity market by tracking the WisdomTree U.S. SmallCap Dividend Index. Holding 718 stocks in its basket, it is widely spread out across components with each security holding less than 1.5% share. Consumer discretionary, industrials, real estate and financials are the top four sectors accounting for a double-digit exposure each. The product has amassed $2.2 billion in its asset base and charges 38 bps in annual fees. It has an annual dividend yield of 2.87% and a Zacks ETF Rank #3 with a Medium risk outlook.
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PWRSH-HY EQ DV (PEY): ETF Research Reports
SPDR-SP500 HD (SPYD): ETF Research Reports
GLBL-X SPRDV US (DIV): ETF Research Reports
WISTR-US SC DV (DES): ETF Research Reports
WBI-PWR FAC HD (WBIY): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Global X SuperDividend U.S. ETF DIV This fund provides exposure to 50 of the highest dividend yielding U.S. securities by tracking the INDXX SuperDividend U.S. Low Volatility Index. It charges 70 bps in annual fees and trades in lower volume of 30,000 shares a day on average. SPDR Portfolio S&P 500 High Dividend ETF SPYD This fund provides exposure to stocks with high level of dividend income and the opportunity for capital appreciation by tracking the S&P 500 High Dividend Index.
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Global X SuperDividend U.S. ETF DIV This fund provides exposure to 50 of the highest dividend yielding U.S. securities by tracking the INDXX SuperDividend U.S. Low Volatility Index. Click to get this free report PWRSH-HY EQ DV (PEY): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports GLBL-X SPRDV US (DIV): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports WBI-PWR FAC HD (WBIY): ETF Research Reports To read this article on Zacks.com click here. It charges 70 bps in annual fees and trades in lower volume of 30,000 shares a day on average.
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Click to get this free report PWRSH-HY EQ DV (PEY): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports GLBL-X SPRDV US (DIV): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports WBI-PWR FAC HD (WBIY): ETF Research Reports To read this article on Zacks.com click here. Global X SuperDividend U.S. ETF DIV This fund provides exposure to 50 of the highest dividend yielding U.S. securities by tracking the INDXX SuperDividend U.S. Low Volatility Index. It charges 70 bps in annual fees and trades in lower volume of 30,000 shares a day on average.
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It charges 70 bps in annual fees and trades in lower volume of 30,000 shares a day on average. Global X SuperDividend U.S. ETF DIV This fund provides exposure to 50 of the highest dividend yielding U.S. securities by tracking the INDXX SuperDividend U.S. Low Volatility Index. SPDR Portfolio S&P 500 High Dividend ETF SPYD This fund provides exposure to stocks with high level of dividend income and the opportunity for capital appreciation by tracking the S&P 500 High Dividend Index.
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ff07e034-f15f-4a01-920c-c484392934a4
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728321.0
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2018-08-17 00:00:00 UTC
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11.1% of DES Holdings Seeing Recent Insider Buys
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DES
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https://www.nasdaq.com/articles/111-des-holdings-seeing-recent-insider-buys-2018-08-17
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
B&G Foods Inc (Symbol: BGS), which makes up 0.85% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $18,610,695 worth of BGS, making it the #9 largest holding. The table below details the recent insider buying activity observed at BGS:
BGS - last trade: $31.60 - Recent Insider Buys:
And Tupperware Brands Corp (Symbol: TUP), the #29 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 5 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $11,887,044 worth of TUP, which represents approximately 0.54% of the ETF's total assets at last check. The recent insider buying activity observed at TUP is detailed in the table below:
TUP - last trade: $33.45 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months. B&G Foods Inc (Symbol: BGS), which makes up 0.85% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at BGS: BGS - last trade: $31.60 - Recent Insider Buys: And Tupperware Brands Corp (Symbol: TUP), the #29 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 5 directors and officers as recently filing Form 4's indicating purchases.
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B&G Foods Inc (Symbol: BGS), which makes up 0.85% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at BGS: BGS - last trade: $31.60 - Recent Insider Buys: And Tupperware Brands Corp (Symbol: TUP), the #29 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 5 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at BGS: BGS - last trade: $31.60 - Recent Insider Buys: And Tupperware Brands Corp (Symbol: TUP), the #29 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 5 directors and officers as recently filing Form 4's indicating purchases. B&G Foods Inc (Symbol: BGS), which makes up 0.85% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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B&G Foods Inc (Symbol: BGS), which makes up 0.85% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at BGS: BGS - last trade: $31.60 - Recent Insider Buys: And Tupperware Brands Corp (Symbol: TUP), the #29 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 5 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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80834f2a-c62b-441f-94fe-04a2e1a4f278
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728322.0
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2018-07-31 00:00:00 UTC
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The 7 Best Funds to Buy For Income Investors
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DES
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https://www.nasdaq.com/articles/the-7-best-funds-to-buy-for-income-investors
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Rising interest rates can be a bane for dividend stocks and high-yielding, income-oriented sectors, but there is some positive news in the 2018 dividend outlook. Through the first half of the year, approximately 40% of S&P 500 member firms boosted dividends, potentially making some of the best funds to buy in the dividend landscape all the more attractive.
More than 80% of the S&P 500 pays dividends, but as of July 27, the benchmark U.S. equity index yields just 1.9%. That is nearly 110 basis points below the current yield on 10-year Treasuries. Looked at differently, some of the best funds to buy need to show investors that dividend stocks are worth the extra risk relative to safer U.S. government debt.
Importantly, this year's dividend growth has been well-diversified at the sector level, meaning income investors seeking the best funds to buy do not need to rely on high-yield, rate-sensitive sectors to boost their income profiles.
5 High-Growth Stocks Headed for a Brick Wall
For income-minded investors, here are some of the best funds to buy in the current market environment.
Best Funds to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense Ratio: 0.38% per year, or $38 on a $10,000 investment.
12-Month Dividend Yield: 2.7%
For conservative investors looking for income and small-cap exposure , the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is one of the best funds to buy. DES stands out in the current market environment because, amid the rising dollar and trade war talk, small-cap stocks and ETFs are outperforming their large-cap counterparts.
Small-cap stocks typically generate significantly larger portions of their revenue domestically than do large-caps, a trait keeping DES steady as investors become increasingly jittery about the U.S./China trade war. The top three sector weights in DES - consumer discretionary, industrials and real estate - rely on the U.S. for major chunks of revenue.
While DES is trailing non-dividend small-cap ETFs this year, this one of the best funds to buy because it is less volatile than traditional small-cap benchmarks while offering a monthly dividend and a higher dividend yield.
Best Funds to Buy: SPDR Blackstone/GSO Senior Loan ETF (SRLN)
Expense Ratio: 0.7%
12-Month Dividend Yield: 4.2%
The SPDR Blackstone/GSO Senior Loan ETF (NYSEARCA: SLRN ) is one of the best funds to buy now because senior loans can help fixed-income portfolios endure rising interest rates while not cheating investors of much-needed income.
"Leveraged loans, also referred to as senior loans as they are senior in the capital structure to traditional bonds, are growing in popularity as investors seek yield while keeping an eye on duration as interest rates rise," said State Street Global Advisors in a recent note . "Given their seniority, there is also element of not stretching for yield, a notion supported by positive loan ETF flows in 2018 compared to a dearth of outflows in traditional high yield."
15 Subscription Service Stocks With Massive Growth Potential
Actively managed, SRLN holds about 320 senior loans, of which over 72% are rated between BB- and B, so there is some element of credit risk with senior loan funds. SRLN also compensates investors for that risk in the form of a 30-day SEC yield of 4.6%.
Best Funds to Buy: Vanguard International Dividend Appreciation ETF (VIGI)
Expense Ratio: 0.25%
12-month Dividend Yield: 1.8%
Some of the best funds for dividend and income portfolios are international ETFs. Enter the Vanguard International Dividend Appreciation ETF (NASDAQ: VIGI ), which mixes developed and emerging markets equities. VIGI tracks the NASDAQ International Dividend Achievers Select Index, which only includes companies with minimum dividend increase streaks of seven years.
"This low-cost fund prioritizes dividend growth over yield, which emphasizes highly profitable firms that should hold up better than most during market downturns and offer attractive long-term returns," said Morningstar in a recent research note .
This fund holds over 310 stocks, of which 26% are emerging-markets names. VIGI trades at a discount to the S&P 500 and is outperforming major developed and emerging markets equity benchmarks this year.
Best Funds to Buy: FlexShares High Yield Value-Scored Bond Index Fund (HYGV)
Expense Ratio: 0.37%
12-Month Dividend Yield: Fund less than one year old
The FlexShares High Yield Value-Scored Bond Index Fund (NYSEARCA: HYGV ) is the newest ETF on this list, having debuted in mid-July, but that rookie status does not diminish HYGV's best funds to buy status. HYGV has an effective duration of just over four years, making this new ETF an intermediate-term corporate bond fund.
At a time when many investors are apprehensive about corporate bonds in the face of higher interest rates, HYGV has the potential to emerge as one of the best funds to buy in this asset class due to its unique methodology.
10 Strong Buy Stocks From the Best Analysts on Wall Street
While traditional corporate bond funds are weighted by market value (issuer size), HYGV emphasizes value and liquidity, which could make for a better high-yield mousetrap. The ETF's underlying index eliminates the bottom 10% of issuers according to its scoring methodology, but HYGV does allocate over 17% of its weight to highly speculative CCC-rated debt.
Best Funds to Buy: Oppenheimer Ultra Dividend Revenue ETF (RDIV)
Expense Ratio: 0.39%
12-Month Dividend Yield: 5%
One of this year's best-performing dividend ETFs overall is the Oppenheimer Ultra Dividend Revenue ETF (NYSEARCA: RDIV ). It's up about 5.6% year-to-date, putting it well ahead of some of the most-heralded dividend ETFs.
Like some of the other funds highlighted here, what makes RDIV one of the best funds to buy for income investors is its unique weighting scheme . RDIV's roster is comprised of the S&P 900 Index member firms with the highest trailing dividend yields. RDIV then weights those companies by revenue, not market value, a strategy that can reduce volatility and keep investors away from richly valued stocks.
RDIV's status as one of the best funds to buy this year is all the more impressive when considering it is heavily allocated to several high-yield, rate-sensitive sectors. The utilities, telecommunications and real estate sectors combine for over 41% of RDIV's roster.
Best Funds to Buy: WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Source: Shutterstock
Expense Ratio: 0.07%
12-Month Dividend Yield: 2.8%
For frugal investors, the Schwab US Dividend Equity ETF (NYSEARCA: SCHD ) is one of the best funds to buy because with an expense ratio of just 0.07%, it is also one of the cheapest dividend ETFs to buy. Additional cost savings can be realized by Schwab clients because the brokerage firm does not charge commissions on its ETFs .
SCHD holds just over 100 stocks and tracks the Dow Jones U.S. Dividend 100 Index, which requires member firms to dividend increase streaks spanning at least a decade, explaining the fund's light-by-comparison financial services exposure. Consumer staples and tech stocks combine for 43% of this fund's weight.
Another reason SCHD is a best fund to buy is its value tilt. Value stocks have been lagging for a while and those considering SCHD now could buy it ahead of a legitimate resurgence for large-cap value stocks. SCHD is about flat this year, but higher by over 12% over the past year.
As of this writing, Todd Shriber owned shares of DGRW.
The Ultimate Marijuana Stock to Go Ballistic in the Next 90 Days
While we're on the subject of investments that can help you build great wealth …
It's very important that you know recreational marijuana is set to become legal in Canada this fall. The result will send selected Canadian marijuana stocks soaring.
If you act quickly, before most Americans catch on, you, too, could turn every $10,000 you invest into $30,000, $40,000, $50,000, or more.
Here's the full story and how you can get in on the ground floor.
Compare Brokers
The post The 7 Best Funds to Buy For Income Investors appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Small-cap stocks typically generate significantly larger portions of their revenue domestically than do large-caps, a trait keeping DES steady as investors become increasingly jittery about the U.S./China trade war. Best Funds to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% per year, or $38 on a $10,000 investment. 12-Month Dividend Yield: 2.7% For conservative investors looking for income and small-cap exposure , the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is one of the best funds to buy.
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Best Funds to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% per year, or $38 on a $10,000 investment. 12-Month Dividend Yield: 2.7% For conservative investors looking for income and small-cap exposure , the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is one of the best funds to buy. DES stands out in the current market environment because, amid the rising dollar and trade war talk, small-cap stocks and ETFs are outperforming their large-cap counterparts.
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Best Funds to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% per year, or $38 on a $10,000 investment. 12-Month Dividend Yield: 2.7% For conservative investors looking for income and small-cap exposure , the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is one of the best funds to buy. DES stands out in the current market environment because, amid the rising dollar and trade war talk, small-cap stocks and ETFs are outperforming their large-cap counterparts.
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Best Funds to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% per year, or $38 on a $10,000 investment. 12-Month Dividend Yield: 2.7% For conservative investors looking for income and small-cap exposure , the WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is one of the best funds to buy. DES stands out in the current market environment because, amid the rising dollar and trade war talk, small-cap stocks and ETFs are outperforming their large-cap counterparts.
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5 Top-Notch Dividend ETFs That Investors Should Consider Today
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https://www.nasdaq.com/articles/5-top-notch-dividend-etfs-that-investors-should-consider-today-2018-07-25
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Despite the recent jumps to interest rates, there's a good chance your savings account is still a bit sorry. Traditional income products like CDs, money market funds and even bonds are still paying pitiful amounts of interest to savers. Finding quality sources of income is still a paramount issue for many retirees and savers.
The key to getting the dividends you need? Exchange-traded funds.
The explosion in ETFs has produced plenty of income and dividend focus funds. In fact, ETFdb.com tags more than 180 funds as "Dividend ETFs." That's a lot of different funds and ways to get your income fix. So how do you know which ETF is right for you? Luckily, InvestorPlace has you covered.
10 Stocks to Play a Trillion-Dollar IOT Space
Here are five great dividend ETFs that pay great yields and can be used to boost your income.
Dividend ETFs to Buy: iShares Select Dividend ETF (DVY)
Expense Ratio: 0.39%, or $39 annually per $10,000 invested
Distribution Yield : 3.29%
As we said, there are over 180 different ETFs focused on dividends. But one of the earliest dividend ETFs remains one of the best and easiest to get exposure to the theme. This would be the iShares Select Dividend ETF (NYSEARCA: DVY ).
The $16 billion fund tracks 100 of the biggest U.S. stocks that have long histories of paying dividends as well as high yields. That doesn't necessarily mean constantly rising dividends. DVY's underlying index - the Dow Jones U.S. Select Dividend Index - is just looking for those firms with at least five-year records of paying dividends.
The combination of a high yield and somewhat consistent payouts creates an interesting mix of firms. This includes dividend stalwarts like AT&T (NYSE: T ) and lesser-known payout champions like HollyFrontier (NYSE: HFC ). This balance provides plenty of diversification as well as a decent yield. Currently, DVY is paying a market-beating yield of 3.29%.
Even better is the dividend ETF's low costs. Right now, DVY has an expense ratio of just 0.39%, or $39 per $10,000 invested. That means more of your earned dividend money actually makes it into your pocket.
Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense Ratio: 0.38%
Distribution Yield: 4.44%
When it comes to small caps, most dividend investors ignore them. That's because we've been conditioned to think of them solely as growth elements. However, small-cap stocks can be great dividend payers in their own right. The same finical discipline that goes for large-cap stocks can be found in a smaller package.
The problem is that finding those small-caps with strong payouts can be a difficult task. Luckily, dividend ETFs can help you out. The WisdomTree U.S. SmallCap Dividend Fund (NYSEARCA: DES ) is a perfect fund to add a basket of smaller dividend payers.
DES tracks a basket of small-cap dividends stocks here in the United States. While the ETF does choose those with the highest yields, its index - the WisdomTree U.S. SmallCap Dividend Index - also adds a bunch of financial and fundamental screens in order to ensure that those dividends are secure. By doing this, DES hopes to avoid any of the extra risks that come along with small-cap investing.
7 Best Retirement Funds to Hold Forever
The focus on dividends and small-caps has been pretty fruitful for DES's investors. The fund over the last five years has managed to produce a 12.01% annual return. For pure income seekers, DES is also great with its current yield of 3.46%. Even better is that the dividend ETF pays out that yield monthly.
Dividend ETFs to Buy: Invesco S&P 500 BuyWrite ETF (PBP)
Expense Ratio: 0.49%
Distribution Yield: 3.12%
At its most basic definition, a buy-write or covered call is an investment approach where the investor buys a stock or a basket of stocks tied to an index and writes call options that cover the stock position. In exchange for writing the option, investors are paid a fee. As long as the option isn't used, investors keep it. That potential income can be pretty lucrative for portfolios.
But writing options can be a difficult nut to crack for the average Joe. However, there is a type of dividend ETF that will do the work for you.
At $339 million, the Invesco S&P 500 BuyWrite ETF (NYSEARCA: PBP ) is the oldest and largest buy-write ETF. The fund is based on the CBOE S&P 500 Buy Write Index. This index is considered the "gold standard" and is designed to track the performance of a hypothetical buy-write strategy on the S&P 500 Index. Basically, PBP will hold all the stocks in the S&P 500 and sell calls on them .
The strategy works pretty well. Over the last ten years, PBP has managed to return around 5.17% annually. While that seems small, that's the idea. There are downside protection and lower volatility with the options. Adding in the Dividend ETFs 3.12% yield and it's just what a dividend investor would want.
Dividend ETFs to Buy: First Trust NASDAQ Technology Dividend ETF (TDIV)
Expense Ratio: 0.50%
Distribution Yield: 2.71%
Some sectors are just known for dividends. And that includes technology. That's right. I said technology stocks. Thanks to their high margins and superior cash flow generation, many tech stocks are quickly becoming dividend stalwarts. Firms like Cisco (NASDAQ: CSCO ) and Apple (NASDAQ: AAPL ) have not been shy about handing over their excess cash to investors as dividends and/or buybacks.
The way to play them is through the First Trust NASDAQ Technology Dividend ETF (NASDAQ: TDIV ).
TDIV is the only ETF to specifically hone in on tech stock dividends . The fund tracks an index of tech stocks that have paid a regular or common dividend within the past 12 months, yield at least 0.5% and have not decreased their dividends over the last 12 months. That's currently 94 different firms. Top holdings include Microsoft (NASDAQ: MSFT ) and Apple.
7 Healthcare Stocks That Are Coming to Life
This basket and focus provide a juicy yield of 2.71%. The best part is that the sector's dividend growth has been spectacular over the last decade. Investors should expect that payout to rise over time.
Dividend ETFs to Buy: SPDR S&P International Dividend ETF (DWX)
Expense Ratio: 0.45%
Distribution Yield: 4.43%
The falling U.S. dollar is a prime reason investors need to be looking overseas for yield. As euros, yen and other currencies are translated back into dollars, the drop in the greenback actually increases the dividend/yield for U.S. investors. Investors can score more income by breaking out their passports.
The SPDR S&P International Dividend ETF (NYSEARCA: DWX ) still remains one of the best ways to do just that.
DWX tracks the 100 highest dividend-yielding common stocks and ADRs in the developed world outside of the United States. Australia, the United Kingdom and Canada round out the top three holdings. Overall, the fund is quite balanced in terms of international exposure. That wide range of firms helps DWX produce a hefty 4.43% dividend yield.
Performance for the dividend ETF has been mixed. As the U.S. has reigned supreme since the recession, DWX has basically been flat. But over the shorter-term and before the recession - when international stocks were winning - the fund has done quite well. By using DWX investors can gain some valuable diversification benefits and more income.
As of this writing, Aaron Levitt did not hold a position in any of the aforementioned securities.
The Ultimate Marijuana Stock to Go Ballistic in the Next 90 Days
While we're on the subject of investments that can help you build great wealth …
It's very important that you know recreational marijuana is set to become legal in Canada this fall. The result will send selected Canadian marijuana stocks soaring.
If you act quickly, before most Americans catch on, you, too, could turn every $10,000 you invest into $30,000, $40,000, $50,000, or more.
Here's the full story and how you can get in on the ground floor.
Compare Brokers
The post 5 Top-Notch Dividend ETFs That Investors Should Consider Today appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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7 Best Retirement Funds to Hold Forever The focus on dividends and small-caps has been pretty fruitful for DES's investors. InvestorPlace - Stock Market News, Stock Advice & Trading Tips Despite the recent jumps to interest rates, there's a good chance your savings account is still a bit sorry. This includes dividend stalwarts like AT&T (NYSE: T ) and lesser-known payout champions like HollyFrontier (NYSE: HFC ).
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips Despite the recent jumps to interest rates, there's a good chance your savings account is still a bit sorry. This includes dividend stalwarts like AT&T (NYSE: T ) and lesser-known payout champions like HollyFrontier (NYSE: HFC ). This balance provides plenty of diversification as well as a decent yield.
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Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% Distribution Yield: 4.44% When it comes to small caps, most dividend investors ignore them. InvestorPlace - Stock Market News, Stock Advice & Trading Tips Despite the recent jumps to interest rates, there's a good chance your savings account is still a bit sorry. This includes dividend stalwarts like AT&T (NYSE: T ) and lesser-known payout champions like HollyFrontier (NYSE: HFC ).
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips Despite the recent jumps to interest rates, there's a good chance your savings account is still a bit sorry. This includes dividend stalwarts like AT&T (NYSE: T ) and lesser-known payout champions like HollyFrontier (NYSE: HFC ). This balance provides plenty of diversification as well as a decent yield.
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2018-07-24 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2018-07-24
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
Pattern Energy Group Inc (Symbol: PEGI), which makes up 1.01% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $21,985,324 worth of PEGI, making it the #4 largest holding. The table below details the recent insider buying activity observed at PEGI:
PEGI - last trade: $17.80 - Recent Insider Buys:
And Raven Industries, Inc. (Symbol: RAVN), the #194 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $3,478,232 worth of RAVN, which represents approximately 0.16% of the ETF's total assets at last check. The recent insider buying activity observed at RAVN is detailed in the table below:
RAVN - last trade: $39.20 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months. Pattern Energy Group Inc (Symbol: PEGI), which makes up 1.01% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PEGI: PEGI - last trade: $17.80 - Recent Insider Buys: And Raven Industries, Inc. (Symbol: RAVN), the #194 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Pattern Energy Group Inc (Symbol: PEGI), which makes up 1.01% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PEGI: PEGI - last trade: $17.80 - Recent Insider Buys: And Raven Industries, Inc. (Symbol: RAVN), the #194 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at PEGI: PEGI - last trade: $17.80 - Recent Insider Buys: And Raven Industries, Inc. (Symbol: RAVN), the #194 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. Pattern Energy Group Inc (Symbol: PEGI), which makes up 1.01% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Pattern Energy Group Inc (Symbol: PEGI), which makes up 1.01% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at PEGI: PEGI - last trade: $17.80 - Recent Insider Buys: And Raven Industries, Inc. (Symbol: RAVN), the #194 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 11.6% of holdings on a weighted basis have experienced insider buying within the past six months.
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2018-06-27 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2018-06-27
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.5% of holdings on a weighted basis have experienced insider buying within the past six months.
Kite Realty Group Trust (Symbol: KRG), which makes up 0.22% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $4,702,214 worth of KRG, making it the #140 largest holding. The table below details the recent insider buying activity observed at KRG:
KRG - last trade: $17.31 - Recent Insider Buys:
And Matthews International Corp (Symbol: MATW), the #151 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $4,240,031 worth of MATW, which represents approximately 0.20% of the ETF's total assets at last check. The recent insider buying activity observed at MATW is detailed in the table below:
MATW - last trade: $59.85 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.5% of holdings on a weighted basis have experienced insider buying within the past six months. Kite Realty Group Trust (Symbol: KRG), which makes up 0.22% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KRG: KRG - last trade: $17.31 - Recent Insider Buys: And Matthews International Corp (Symbol: MATW), the #151 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Kite Realty Group Trust (Symbol: KRG), which makes up 0.22% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KRG: KRG - last trade: $17.31 - Recent Insider Buys: And Matthews International Corp (Symbol: MATW), the #151 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.5% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.5% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at KRG: KRG - last trade: $17.31 - Recent Insider Buys: And Matthews International Corp (Symbol: MATW), the #151 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Kite Realty Group Trust (Symbol: KRG), which makes up 0.22% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Kite Realty Group Trust (Symbol: KRG), which makes up 0.22% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KRG: KRG - last trade: $17.31 - Recent Insider Buys: And Matthews International Corp (Symbol: MATW), the #151 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.5% of holdings on a weighted basis have experienced insider buying within the past six months.
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2018-06-20 00:00:00 UTC
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6 Small-Cap ETFs at 52-Week High With More Room to Run
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https://www.nasdaq.com/articles/6-small-cap-etfs-52-week-high-more-room-run-2018-06-20
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If any investment is firing on all cylinders right now then that is small caps. The segment has been on a steady uptrend since mid-March, following the onset of President Trump's protectionist policies. Since then, trade war fears have taken Wall Street in its grip, which started weighing on large-cap stocks that have considerable international exposure.
Inside Trade Tensions
The main clash is with China. President Trump's $50 billion levy on Chinese imports has lately been retaliated by a Chinese levy on an equal worth of goods, including U.S. crude and gasoline. Both will now enact a 25% tariff on each other's $34 billion of goods from Jul 6. The remaining $16 billion worth of goods will be under public review (read: Time to Buy Defensive ETFs? ).
The situation took an ugly turn when White House said this week that if China keeps retaliating to U.S. tariffs announced last week, the United States will enact tariffs on an extra $ 200 billion worth of Chinese goods. If this was not enough, Trump announced tariffs on steel and aluminum imports from Canada, Mexico and some EU countries (read: Fed, Trade & Global Politics to Rule June: 6 ETF Picks ).
Strong U.S. Economy and a Hawkish Fed
In addition to trade tensions, there were some other factors that played their role in dragging large-cap stocks lower. The U.S. economy has been on a steady ground. The Fed has also enacted two rate hikes this year and may ratify two more. This should give a boost to the greenback and extend the small-cap rally (read: Fed Turns Hawkish: ETF Areas to Win ).
Small-cap stocks are more domestically-focused and thus not exposed to geopolitical risks and negative currency translations. These criteria enabled a bunch of small-cap funds to cash in on an improving U.S. economy while dodging tensions stemming from trade war and a rising dollar. Apart from this, upbeat earnings sent small caps rallying in recent times (read: Solid Small-Cap Earnings Put Spotlight on These Sector ETFs ).
Given this, we would likely to highlight a few small-cap ETFs that have been hovering around their 52-week highs. These are also at their one-month highs and appear to be strong momentum plays. Given no signs of a slowdown in trade tensions and an upbeat U.S. economy, these ETFs are poised for further rally.
These funds outperformed iShares Russell 2000 ETF (IWM) (up 1.77%) in the last 10 days(as of Jun 19, 2018).
VictoryShares US Small Cap Vol Weighted ETF (CSA) - Up 1.9% in the last 10 days
JPMorgan Divers Ret US Small Cap Equity ETF (JPSE) - Up 2.2%
WisdomTree US SmallCap Dividend ETF (DES) - Up 2.1%
iShares Morningstar Small-Cap Growth ETF (JKK) - Up 3.2%
iShares Edge MSCI Min Vol USA Small-Cp ETF (SMMV) - Up 1.8%
Vanguard Russell 2000 ETF (VTWO) - Up 1.8%
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ISHARS-R 2000 (IWM): ETF Research Reports
WISTR-US SC DV (DES): ETF Research Reports
V-SHRS USSC VWI (CSA): ETF Research Reports
JPM-DVSFD RT SC (JPSE): ETF Research Reports
ISHRS-E MS MVUS (SMMV): ETF Research Reports
ISHARS-MO SC GR (JKK): ETF Research Reports
VANGD-RUS 2000 (VTWO): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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VictoryShares US Small Cap Vol Weighted ETF (CSA) - Up 1.9% in the last 10 days JPMorgan Divers Ret US Small Cap Equity ETF (JPSE) - Up 2.2% WisdomTree US SmallCap Dividend ETF (DES) - Up 2.1% iShares Morningstar Small-Cap Growth ETF (JKK) - Up 3.2% iShares Edge MSCI Min Vol USA Small-Cp ETF (SMMV) - Up 1.8% Vanguard Russell 2000 ETF (VTWO) - Up 1.8% Want key ETF info delivered straight to your inbox? Click to get this free report ISHARS-R 2000 (IWM): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports V-SHRS USSC VWI (CSA): ETF Research Reports JPM-DVSFD RT SC (JPSE): ETF Research Reports ISHRS-E MS MVUS (SMMV): ETF Research Reports ISHARS-MO SC GR (JKK): ETF Research Reports VANGD-RUS 2000 (VTWO): ETF Research Reports To read this article on Zacks.com click here. If this was not enough, Trump announced tariffs on steel and aluminum imports from Canada, Mexico and some EU countries (read: Fed, Trade & Global Politics to Rule June: 6 ETF Picks ).
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VictoryShares US Small Cap Vol Weighted ETF (CSA) - Up 1.9% in the last 10 days JPMorgan Divers Ret US Small Cap Equity ETF (JPSE) - Up 2.2% WisdomTree US SmallCap Dividend ETF (DES) - Up 2.1% iShares Morningstar Small-Cap Growth ETF (JKK) - Up 3.2% iShares Edge MSCI Min Vol USA Small-Cp ETF (SMMV) - Up 1.8% Vanguard Russell 2000 ETF (VTWO) - Up 1.8% Want key ETF info delivered straight to your inbox? Click to get this free report ISHARS-R 2000 (IWM): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports V-SHRS USSC VWI (CSA): ETF Research Reports JPM-DVSFD RT SC (JPSE): ETF Research Reports ISHRS-E MS MVUS (SMMV): ETF Research Reports ISHARS-MO SC GR (JKK): ETF Research Reports VANGD-RUS 2000 (VTWO): ETF Research Reports To read this article on Zacks.com click here. This should give a boost to the greenback and extend the small-cap rally (read: Fed Turns Hawkish: ETF Areas to Win ).
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VictoryShares US Small Cap Vol Weighted ETF (CSA) - Up 1.9% in the last 10 days JPMorgan Divers Ret US Small Cap Equity ETF (JPSE) - Up 2.2% WisdomTree US SmallCap Dividend ETF (DES) - Up 2.1% iShares Morningstar Small-Cap Growth ETF (JKK) - Up 3.2% iShares Edge MSCI Min Vol USA Small-Cp ETF (SMMV) - Up 1.8% Vanguard Russell 2000 ETF (VTWO) - Up 1.8% Want key ETF info delivered straight to your inbox? Click to get this free report ISHARS-R 2000 (IWM): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports V-SHRS USSC VWI (CSA): ETF Research Reports JPM-DVSFD RT SC (JPSE): ETF Research Reports ISHRS-E MS MVUS (SMMV): ETF Research Reports ISHARS-MO SC GR (JKK): ETF Research Reports VANGD-RUS 2000 (VTWO): ETF Research Reports To read this article on Zacks.com click here. If this was not enough, Trump announced tariffs on steel and aluminum imports from Canada, Mexico and some EU countries (read: Fed, Trade & Global Politics to Rule June: 6 ETF Picks ).
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VictoryShares US Small Cap Vol Weighted ETF (CSA) - Up 1.9% in the last 10 days JPMorgan Divers Ret US Small Cap Equity ETF (JPSE) - Up 2.2% WisdomTree US SmallCap Dividend ETF (DES) - Up 2.1% iShares Morningstar Small-Cap Growth ETF (JKK) - Up 3.2% iShares Edge MSCI Min Vol USA Small-Cp ETF (SMMV) - Up 1.8% Vanguard Russell 2000 ETF (VTWO) - Up 1.8% Want key ETF info delivered straight to your inbox? Click to get this free report ISHARS-R 2000 (IWM): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports V-SHRS USSC VWI (CSA): ETF Research Reports JPM-DVSFD RT SC (JPSE): ETF Research Reports ISHRS-E MS MVUS (SMMV): ETF Research Reports ISHARS-MO SC GR (JKK): ETF Research Reports VANGD-RUS 2000 (VTWO): ETF Research Reports To read this article on Zacks.com click here. The situation took an ugly turn when White House said this week that if China keeps retaliating to U.S. tariffs announced last week, the United States will enact tariffs on an extra $ 200 billion worth of Chinese goods.
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2018-05-30 00:00:00 UTC
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Should WisdomTree U.S. SmallCap Dividend Fund (DES) Be on Your Investing Radar?
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DES
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https://www.nasdaq.com/articles/should-wisdomtree-us-smallcap-dividend-fund-des-be-your-investing-radar-2018-05-30
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend Fund (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
The fund is sponsored by Wisdomtree. It has amassed assets over $2.06 B, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.
Why Small Cap Value
Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.
Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets.
Costs
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 2.74%.
Sector Exposure and Top Holdings
It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Consumer Discretionary sector--about 21.30% of the portfolio. Industrials and Real Estate round out the top three.
Looking at individual holdings, Cvr Energy Inc (CVI UN) accounts for about 1.63% of total assets, followed by Vector Group Ltd (VGR UN) and Semgroup Corp (SEMG UN).
The top 10 holdings account for about 10.49% of total assets under management.
Performance and Risk
DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. The WisdomTree U.S. SmallCap Dividend Index is a fundamentally weighted index measuring the performance of the small-capitalization segment of the US dividend-paying market.
The ETF has gained about 0.67% so far this year and was up about 12.77% in the last one year (as of 05/30/2018). In the past 52-week period, it has traded between $25.58 and $29.67.
The ETF has a beta of 1 and standard deviation of 14.78% for the trailing three-year period, making it a medium risk choice in the space. With about 732 holdings, it effectively diversifies company-specific risk.
Alternatives
WisdomTree U.S. SmallCap Dividend Fund carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, DES is a sufficient option for those seeking exposure to the Small Cap ETFs area of the market. Investors might also want to consider some other ETF options in the space.
The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $9.62 B in assets, Vanguard Small-Cap Value ETF has $13.25 B. IWN has an expense ratio of 0.24% and VBR charges 0.07%.
Bottom-Line
Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center .
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WISTR-US SC DV (DES): ETF Research Reports
VIPERS-SC VALUE (VBR): ETF Research Reports
ISHARS-RS 2K VL (IWN): ETF Research Reports
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend Fund (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend Fund (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses. Click to get this free report WISTR-US SC DV (DES): ETF Research Reports VIPERS-SC VALUE (VBR): ETF Research Reports ISHARS-RS 2K VL (IWN): ETF Research Reports To read this article on Zacks.com click here.
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Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Click to get this free report WISTR-US SC DV (DES): ETF Research Reports VIPERS-SC VALUE (VBR): ETF Research Reports ISHARS-RS 2K VL (IWN): ETF Research Reports To read this article on Zacks.com click here. Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend Fund (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
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Launched on 06/16/2006, the WisdomTree U.S. SmallCap Dividend Fund (DES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market. Sector Exposure and Top Holdings It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. Performance and Risk DES seeks to match the performance of the WisdomTree U.S. SmallCap Dividend Index before fees and expenses.
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2018-04-24 00:00:00 UTC
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The Only 10 ETFs You Will Need
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DES
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https://www.nasdaq.com/articles/the-only-10-etfs-you-will-need
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
There are nearly 2,200 exchange-traded products (ETPs) trading in the U.S. and that list expands on an almost daily basis. So depending on one's point of view, it is either really easy or extremely difficult to boil the expansive exchange-traded funds (ETFs) down to 10 funds suitable to be held over lengthy time frames.
To be sure, not all of the funds trading in the U.S. merit consideration for a compilation of the only 10 ETFs an investors will ever need. Some are best used as short-term trades or for tactical exposure. Additionally, while ETFs have made scores of previously hard to reach asset classes more accessible, not all of those asset classes need to be cornerstones of portfolios.
Of course, fees are part of the equation. Not surprisingly, investors are drawn to inexpensive index funds , but there are also some ETFs with higher fees that have delivered strong long-term total returns.
10 Tech Stocks That Aren't Worth the Risk
Here are 10 ETFs suitable for a wide array of investor that can be used as key building blocks in a well-diversified portfolio.
Only 10 ETFs you Need: iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Expense ratio:
There are dozens of ETFs that can be used as core holdings, many of which offer broad-based exposure to U.S. stocks and many of which carry modest fees. The iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA: ITOT ) checks all of those boxes.
The $13.2 billion ITOT tracks the S&P Total Market Index and holds nearly $3,500 stocks. With that modest annual fee of just , this iShares ETF is one of the least expensive equity ETFs on the market.
"Low turnover is a key advantage of the fund's market-cap-weighted approach because changes in the prices of its holdings mirror changes to their weightings in the market," said Morningstar . "Compared with large-cap index-tracking funds, this fund benefits more from weighting by market cap because it owns stocks of all sizes and doesn't have to sell or buy names as they cross arbitrary market-cap size segments."
Only 10 ETFs you Need: PowerShares S&P 500 Equal Weight Portfolio (RSP)
Expense ratio:
The PowerShares S&P 500 Equal Weight Portfolio (NYSEARCA: RSP ) just celebrated its 15th birthday, giving it one of the longest track records among equal-weight ETFs. Arguably, RSP is the fund that brought the advantages of the equal-weight methodology to the mainstream ETF lexicon.
While the traditional S&P 500 is cap-weighted, meaning the likes of Apple Inc. (NASDAQ: AAPL ) and Microsoft Corporation (NASDAQ: MSFT ) are among the largest components, equal-weight indexes assign more importance to smaller stocks. So while RSP is not a dedicated small-cap ETF, some of its long-term outperformance potential is derived from a lower average market capitalization relative to the cap-weighted S&P 500.
5 'Name Brand' Stocks Getting Marked Down
Since inception, RSP has outperformed the traditional S&P 500 by more than 3,700 basis points while being only slightly more volatile.
Only 10 ETFs you Need: WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense ratio:
The WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ) is the senior member of the small-cap dividend ETF group and makes small-cap investing rewarding for conservative, income-oriented investors.
Small-caps are not usually associated with being income ideas, but DES helps change that notion. The ETF's underlying index has a dividend yield of 3.9%. The widely followed S&P SmallCap 600 Index yields a paltry-by-comparison 1.2%.
Over a long timeframe, DES has been less volatile than traditional small-cap benchmarks and the fund delivers its dividend on a monthly basis.
Only 10 ETFs you Need: Emerging Markets Internet & Ecommerce ETF (EMQQ)
Source: Studio Incendo via Flickr (Modified)
Expense ratio: 0.86%
The Emerging Markets Internet & Ecommerce ETF (NYSEARCA: EMQQ ) could make for a nice addition to a younger investor's long-term portfolio. After all, international stocks, including emerging markets equities, should be part of such a portfolio.
In recent years, traditional emerging-markets equity indexes have increased their exposure to technology stocks, but EMQQ offers a more complete, focused play on markets where internet growth is booming and expected to continue doing so for many, many years.
" To be included, the companies must derive their profits from Ecommerce or Internet activities and include search engines, online retail, social networking, online video, e-payments, online gaming and online travel," according to EMQQ's issuer.
8 Long-Term Uptrend Stocks to Buy
Over the past three years, EMQQ is up nearly 46%, or better than triple the performance of the MSCI Emerging Markets Index over that period.
Only 10 ETFs you Need: VanEck Vectors High-Yield Municipal Index ETF (HYD)
Expense ratio:
Bonds should be part of a well-balanced portfolio and there are tax advantages associated with municipal bonds that increase the allure of this fixed-income segment. Generally speaking, municipal bonds are not "exciting," but the VanEck VectorsHigh-Yield Municipal Index ETF (NYSEARCA: HYD ) adds some spice to a usually staid market segment.
HYD yields over 4%, which is well above what investors find on investment-grade muni funds. The trade off is over two-thirds of HYD's lineup being rated BBB, BB or B. Still, just over 29% of HYD's portfolio carries investment-grade ratings.
Only 10 ETFs you Need: iShares Gold Trust (IAU)
Expense ratio:
Historical data points indicate that, over the long-term, the value factor outperforms its growth rival. Still, there are times when growth stocks shine and for many investors, larger growth names are most appropriate. Enter the Vanguard Mega-Cap Growth ETF (NYSEARCA: MGK ), which eases the burden of stock picking among growth stocks.
MGK charges just per year, making it 94% cheaper than the average fees of its peers of competing strategies. Home to 131 stocks, MGK is similar to many growth funds in that it is significantly overweight the technology and consumer discretionary sectors. Those sectors combine for 52% of MGK's weight.
This Vanguard fund's top 10 holdings combine for 38.70% of its weight. That group includes venerable growth fare such as Apple, Alphabet Inc (NASDAQ: GOOG , NASDAQ: GOOGL ) and Facebook Inc. (NASDAQ: FB ).
Only 10 ETFs you Need: Vanguard Real Estate ETF (VNQ)
Expense ratio:
Dividends are an essential part of any portfolio and the SPDR S&P Dividend ETF (NYSEARCA: SDY ) offers dividend investors a lot to like. The fund is yield-weighted, but does not emphasize yield as part of its selection criteria.
Rather, SDY tracks the S&P High Yield Dividend Aristocrats Index, which requires member firms to have boosted payouts for at least 20 consecutive years. Due to that dividend increase screen, "stocks included in the Index have both capital growth and dividend income characteristics, as opposed to stocks that are pure yield," according to State Street .
SDY's dividend yield is 2.4%, which implies ample room for payout growth. The financial services and consumer staples sectors combine for 31% of SDY's roster while industrials and utilities combine for 28%. Many of SDY's 111 components have dividend increase streaks in excess of the 20 years required for entry into the fund.
Only 10 ETFs you Need: iShares Core MSCI EAFE ETF (IEFA)
Expense ratio: 0.08%
Again, international stocks should be part of most portfolios. The iShares Core MSCI EAFE ETF (BATS: IEFA ) is one of the fastest-growing developed markets ETFs around. In just five and a half years, IEFA has become a $57.51 billion behemoth. It helps to be one of last year's top asset-gathering ETFs, a status IEFA is retaining to start 2018.
These could be potentially halcyon days for IEFA rival funds. U.S. stocks look pricey, but other developed markets, not so much. IEFA's price-to-earnings ratio of 15.3 implies significant discounts to major U.S. large-cap benchmarks.
5 'Name Brand' Stocks Getting Marked Down
As is the case with MSCI EAFE strategies, IEFA is heavily allocated to Japan and the U.K. as those countries combine for over 42% of the fund's weight. Eurozone economies combine for about 30% of the fund's weight. Investors looking for a broad basket of stocks (2,520 to be precise) with a low fee for their international exposure should consider IEFA.
As of this writing, Todd Shriber owned shares of IAU and VNQ.
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The post The Only 10 ETFs You Will Need appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Some are best used as short-term trades or for tactical exposure. Only 10 ETFs you Need: iShares Core S&P Total U.S. Stock Market ETF (ITOT) Expense ratio: There are dozens of ETFs that can be used as core holdings, many of which offer broad-based exposure to U.S. stocks and many of which carry modest fees. With that modest annual fee of just , this iShares ETF is one of the least expensive equity ETFs on the market.
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Only 10 ETFs you Need: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense ratio: The WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ) is the senior member of the small-cap dividend ETF group and makes small-cap investing rewarding for conservative, income-oriented investors. Some are best used as short-term trades or for tactical exposure. Only 10 ETFs you Need: iShares Core S&P Total U.S. Stock Market ETF (ITOT) Expense ratio: There are dozens of ETFs that can be used as core holdings, many of which offer broad-based exposure to U.S. stocks and many of which carry modest fees.
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Only 10 ETFs you Need: iShares Core S&P Total U.S. Stock Market ETF (ITOT) Expense ratio: There are dozens of ETFs that can be used as core holdings, many of which offer broad-based exposure to U.S. stocks and many of which carry modest fees. Only 10 ETFs you Need: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense ratio: The WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ) is the senior member of the small-cap dividend ETF group and makes small-cap investing rewarding for conservative, income-oriented investors. Some are best used as short-term trades or for tactical exposure.
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Some are best used as short-term trades or for tactical exposure. Only 10 ETFs you Need: iShares Core S&P Total U.S. Stock Market ETF (ITOT) Expense ratio: There are dozens of ETFs that can be used as core holdings, many of which offer broad-based exposure to U.S. stocks and many of which carry modest fees. With that modest annual fee of just , this iShares ETF is one of the least expensive equity ETFs on the market.
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2018-04-18 00:00:00 UTC
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11.8% of DES Holdings Seeing Recent Insider Buys
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DES
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https://www.nasdaq.com/articles/118-des-holdings-seeing-recent-insider-buys-2018-04-18
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months.
Tupperware Brands Corp (Symbol: TUP), which makes up 0.72% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $14,487,623 worth of TUP, making it the #16 largest holding. The table below details the recent insider buying activity observed at TUP:
TUP - last trade: $43.46 - Recent Insider Buys:
And Global Net Lease Inc (Symbol: GNL), the #89 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $5,768,235 worth of GNL, which represents approximately 0.29% of the ETF's total assets at last check. The recent insider buying activity observed at GNL is detailed in the table below:
GNL - last trade: $17.94 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months. Tupperware Brands Corp (Symbol: TUP), which makes up 0.72% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TUP: TUP - last trade: $43.46 - Recent Insider Buys: And Global Net Lease Inc (Symbol: GNL), the #89 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Tupperware Brands Corp (Symbol: TUP), which makes up 0.72% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TUP: TUP - last trade: $43.46 - Recent Insider Buys: And Global Net Lease Inc (Symbol: GNL), the #89 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at TUP: TUP - last trade: $43.46 - Recent Insider Buys: And Global Net Lease Inc (Symbol: GNL), the #89 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Tupperware Brands Corp (Symbol: TUP), which makes up 0.72% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Tupperware Brands Corp (Symbol: TUP), which makes up 0.72% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TUP: TUP - last trade: $43.46 - Recent Insider Buys: And Global Net Lease Inc (Symbol: GNL), the #89 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months.
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2018-04-04 00:00:00 UTC
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3 Top Low-Cost Dividend Funds to Buy
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DES
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https://www.nasdaq.com/articles/3-top-low-cost-dividend-funds-buy-2018-04-04
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
When it comes to investing in dividend funds, there are a few trade-offs to be aware of. Of course, everyone is looking for low-cost dividend funds, and yet low-cost dividend funds usually mean passively managed exchange-traded funds or mutual funds. That's fine, as long as the stocks held in these low-cost dividend funds aren't terribly volatile, and the dividend yield is reasonable.
That's just one trade-off. Expenses are going to rise as you move into higher-yielding securities that require more active management.
While there are some good low-cost dividend funds out there, it is these trade-offs that I want to highlight so that investors think a little more broadly about how to construct a proper portfolio.
The Liberty Portfolio , my investment advisory newsletter, creates a long-term diversified portfolio with both growth and income elements, and it includes income securities that don't have these trade-offs.
10 Best ETFs for 2018: A Tumultuous First Quarter
Still, if you're looking for the absolute lowest possible fees for your low-cost dividend funds, that tries to also aim for a decent dividend yield, here are three suggestions.
Low-Cost Dividend Funds: iShares Core High Dividend ETF (HDV)
If you're looking for a straightforward choice as far as low-cost dividend funds go, consider iShares Core High Dividend ETF (NYSE: HDV ). This has all of the mega Names you know and love, with the top 10 positions accounting for about 57% of the asset base. 80% of the portfolio is made up of giant-cap companies, with the rest mostly devoted to large-cap stocks. The 12-month yield is 3.58%, and the expense ratio is ultra low at 0.08%.
The five-year average annual return for the fund is 9% and it has a standard deviation of 9. That means in any given year there is a 95% probability that the fund will return between -9% and +27%.
Be advised, however, that the market as a whole, which is weighted towards many of the names in this fund, is at it's third most expensive point ever. We are overdue for a correction and a 3.58% yield is going to seem paltry if this fund falls 20%.
Low-Cost Dividend Funds: WisdomTree US Small-Cap Dividend ETF (DES)
You can take an entirely different approach with the WisdomTree US Small-Cap Dividend ETF (NYSE: DES ). This four-star Morningstar rated fund has an expense ratio of 0.38%, and it offers a 12-month yield of 2.9%. The dividend isn't enormous, but if you have a greater appetite for risk, you can still earn that dividend while investing in some of the more interesting small-cap stocks in the market.
In this case, by investing in small cap securities, you are investing in significant future growth for companies that are closer to the beginning of their lives. That means that as companies grow and become more successful, their cash flow will continue to grow and they should theoretically increase their dividends. Also because their prices are rising, the dividend yield will never be all that great.
5 Financial ETFs to Buy for the Long Haul
There is more risk here, however. The 10-year average annual return for the fund is 9.7%, but it has a standard deviation of 20. That means there is a 95% chance that in any given year, the return will be between -31% and +49%.
Low-Cost Dividend Funds: Fidelity Strategic Income Fund (FSICX)
Fidelity Strategic Income Fund (MUTF: FSICX ) is also a four-star Morningstar rated fund, with a yield of 3.33%. It is absolutely fair to argue that the 0.69% expense ratio doesn't really qualify this bond-centered fund as one of the lowest-cost dividend funds in the universe. However, it is not out of line for funds of its ilk.
The fund invests in high-yield securities, U.S. government and investment-grade securities, emerging market securities and foreign developed markets: 45% of the fund is devoted to high-yield investments.
The risks here are not as broad as with dividend securities. The fund has an average annual return over the past 10 years of 5.9% with a standard deviation of 6.3, meaning it has a 95% probability of returning between -6.7% and +18.5% in any given year.
Lawrence Meyers is the CEO of PDL Capital, a specialty lender focusing on consumer finance and is the Manager of The Liberty Portfolio at www.thelibertyportfolio.com. He does not own any stock mentioned. He has 23 years' experience in the stock market, and has written more than 2,000 articles on investing. Lawrence Meyers can be reached at TheLibertyPortfolio@gmail.com.
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The post 3 Top Low-Cost Dividend Funds to Buy appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The Liberty Portfolio , my investment advisory newsletter, creates a long-term diversified portfolio with both growth and income elements, and it includes income securities that don't have these trade-offs. Low-Cost Dividend Funds: WisdomTree US Small-Cap Dividend ETF (DES) You can take an entirely different approach with the WisdomTree US Small-Cap Dividend ETF (NYSE: DES ). While there are some good low-cost dividend funds out there, it is these trade-offs that I want to highlight so that investors think a little more broadly about how to construct a proper portfolio.
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Low-Cost Dividend Funds: WisdomTree US Small-Cap Dividend ETF (DES) You can take an entirely different approach with the WisdomTree US Small-Cap Dividend ETF (NYSE: DES ). The Liberty Portfolio , my investment advisory newsletter, creates a long-term diversified portfolio with both growth and income elements, and it includes income securities that don't have these trade-offs. Low-Cost Dividend Funds: iShares Core High Dividend ETF (HDV) If you're looking for a straightforward choice as far as low-cost dividend funds go, consider iShares Core High Dividend ETF (NYSE: HDV ).
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The Liberty Portfolio , my investment advisory newsletter, creates a long-term diversified portfolio with both growth and income elements, and it includes income securities that don't have these trade-offs. Low-Cost Dividend Funds: WisdomTree US Small-Cap Dividend ETF (DES) You can take an entirely different approach with the WisdomTree US Small-Cap Dividend ETF (NYSE: DES ). Of course, everyone is looking for low-cost dividend funds, and yet low-cost dividend funds usually mean passively managed exchange-traded funds or mutual funds.
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The Liberty Portfolio , my investment advisory newsletter, creates a long-term diversified portfolio with both growth and income elements, and it includes income securities that don't have these trade-offs. Low-Cost Dividend Funds: WisdomTree US Small-Cap Dividend ETF (DES) You can take an entirely different approach with the WisdomTree US Small-Cap Dividend ETF (NYSE: DES ). Of course, everyone is looking for low-cost dividend funds, and yet low-cost dividend funds usually mean passively managed exchange-traded funds or mutual funds.
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deb476a5-ca90-44c1-894f-9f431977b62e
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728331.0
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2018-04-02 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2018-04-02
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.0% of holdings on a weighted basis have experienced insider buying within the past six months.
Entercom Communications Corp (Symbol: ETM), which makes up 0.35% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $6,791,052 worth of ETM, making it the #68 largest holding. The table below details the recent insider buying activity observed at ETM:
ETM - last trade: $9.65 - Recent Insider Buys:
And Physicians Realty Trust (Symbol: DOC), the #69 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $6,819,753 worth of DOC, which represents approximately 0.35% of the ETF's total assets at last check. The recent insider buying activity observed at DOC is detailed in the table below:
DOC - last trade: $15.57 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.0% of holdings on a weighted basis have experienced insider buying within the past six months. Entercom Communications Corp (Symbol: ETM), which makes up 0.35% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ETM: ETM - last trade: $9.65 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #69 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Entercom Communications Corp (Symbol: ETM), which makes up 0.35% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ETM: ETM - last trade: $9.65 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #69 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.0% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at ETM: ETM - last trade: $9.65 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #69 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Entercom Communications Corp (Symbol: ETM), which makes up 0.35% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Entercom Communications Corp (Symbol: ETM), which makes up 0.35% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ETM: ETM - last trade: $9.65 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #69 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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81e5e4b1-0e42-424b-a0bf-1c01e5368fb5
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728332.0
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2018-03-14 00:00:00 UTC
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What Makes Value ETFs a Winner in the 9-Year Bull Market?
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DES
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https://www.nasdaq.com/articles/what-makes-value-etfs-winner-9-year-bull-market-2018-03-14
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nan
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nan
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The equity bull market turned nine this month. The markets began soaring on Mar 9, 2009, the day U.S. stocks finally stopped sliding after the worst market rout since the Great Depression. Nine years ago, on Mar 6, the S&P 500 touched a bear market nadir of 666.79, only to stage an astral rally. Notably, the ongoing run is the second-longest ever.
People usually associate a bull market with growth factors. The U.S. economy grew 2.3% in 2017 against a 2.8% decline in 2009. Growth stocks and ETFs are assumed to deliver stellar performance in such a scenario.
But surprisingly several value ETFs have emerged winners in the nine-year bull market. Of the top ten unleveraged ETF winners, three are actually 'pure value' funds from Guggenheim, which even surpassed sizzling Internet ETFs like PowerShares NASDAQ Internet ETFPNQI (read: 4 Sector ETFs That Crushed S&P 500 in 9-Year Bull Run ).
Let's find out how.
Inside Value ETFs' Outperformance
The last nine years have been marked by several ups and downs. Though the Fed supported the market - which was reeling under the pressure of the subprime mortgage crisis - with its ultra-policy monetary policy and QE rollouts, global growth worries persisted. The Eurozone debt crisis was a major deterrent during this period.
Apart from this, the Taper Tantrum in the United States in 2013, China's soft-landing issues, deflationary fears in Japan and the oil price massacre continued to pose threats to the market rally at regular intervals. In short, the rally was hardly frictionless.
Probably this is why the current bull market is also called the ' Most-Hated' bull market ever. Most market watchers appear 'cautiously optimistic' about the Wall Street rally, if we go by an article published on Wall Street Journal.
Though the S&P 500 has almost 'quadrupled ' in value since March 2009, skepticism persists. Actually, people who have seen the dot.com bubble burst in 2001 and survived the financial crisis in 2007-2008 probably have now become more cautious and less-speculative.
Investors now fear overvaluations amid market complacency. They are also worried about global central bank movements as easy money was the key thing that drove Wall Street this high. Charles Schwab , which takes care of more than $3 trillion in retail investments, noted late last year that investors are not pouring their entire savings into the stock market.
This is where the popularity of value ETFs lies. Value funds offer exposure to a wide variety of stocks with value characteristics, such as low P/B, low P/S and low P/E ratios. The perception is that the lower the ratio, the higher will be the value of the stock.
The simple logic is that a stock's current market price does not justify (is not equivalent to) its higher earnings, sales or book value. These stocks tend to be better bets in an uncertain environment (read: Buffett Backs Great Rotation: 4 Value Stocks & ETFs to Buy ).
7 Value ETFs That Breezed Past SPY in 9-Year Bull Market
These value funds have beaten SPDR S&P 500 ETF SPY (up 310.9%) and SPDR Dow Jones Industrial Average ETF DIA (up 288.8%) during this timeframe. Among the growth ETFs, SPDR S&P 600 Small Cap Growth ETFSLYG became the topper with about 467.6% returns, followed by Guggenheim S&P SmallCap 600 Pure Growth ETFRZG (up 451.9%).
Guggenheim S&P 500 Pure Value ETF RPV- Up 674.1%
Guggenheim S&P SmallCap 600 PureVal ETF RZV- Up 637.4%
Guggenheim S&P MidCap 400 Pure Val ETF RFV- Up 569.75%
WisdomTree MidCap Dividend ETF DON- Up 460.4%
iShares Morningstar Small-Cap Value JKL- Up 458.9%
iShares Morningstar Mid-Cap Value JKI- Up 458.4%
WisdomTree SmallCap Dividend ETF DES- Up 453.2%
Want key ETF info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
SPDR-DJ IND AVG (DIA): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
PWRSH-ND INTRNT (PNQI): ETF Research Reports
ISHARS-MO MC VL (JKI): ETF Research Reports
WISTR-US SC DV (DES): ETF Research Reports
ISHARS-MO SC VL (JKL): ETF Research Reports
GUGG-SP 600 PG (RZG): ETF Research Reports
GUGG-SP 600 PV (RZV): ETF Research Reports
GUGG-SP 400 PV (RFV): ETF Research Reports
WISTR-US MC DV (DON): ETF Research Reports
GUGG-SP 500 PV (RPV): ETF Research Reports
SPDR-SP6 SC GR (SLYG): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Guggenheim S&P 500 Pure Value ETF RPV- Up 674.1% Guggenheim S&P SmallCap 600 PureVal ETF RZV- Up 637.4% Guggenheim S&P MidCap 400 Pure Val ETF RFV- Up 569.75% WisdomTree MidCap Dividend ETF DON- Up 460.4% iShares Morningstar Small-Cap Value JKL- Up 458.9% iShares Morningstar Mid-Cap Value JKI- Up 458.4% WisdomTree SmallCap Dividend ETF DES- Up 453.2% Want key ETF info delivered straight to your inbox? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-ND INTRNT (PNQI): ETF Research Reports ISHARS-MO MC VL (JKI): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports GUGG-SP 600 PG (RZG): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports GUGG-SP 400 PV (RFV): ETF Research Reports WISTR-US MC DV (DON): ETF Research Reports GUGG-SP 500 PV (RPV): ETF Research Reports SPDR-SP6 SC GR (SLYG): ETF Research Reports To read this article on Zacks.com click here. Though the Fed supported the market - which was reeling under the pressure of the subprime mortgage crisis - with its ultra-policy monetary policy and QE rollouts, global growth worries persisted.
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Guggenheim S&P 500 Pure Value ETF RPV- Up 674.1% Guggenheim S&P SmallCap 600 PureVal ETF RZV- Up 637.4% Guggenheim S&P MidCap 400 Pure Val ETF RFV- Up 569.75% WisdomTree MidCap Dividend ETF DON- Up 460.4% iShares Morningstar Small-Cap Value JKL- Up 458.9% iShares Morningstar Mid-Cap Value JKI- Up 458.4% WisdomTree SmallCap Dividend ETF DES- Up 453.2% Want key ETF info delivered straight to your inbox? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-ND INTRNT (PNQI): ETF Research Reports ISHARS-MO MC VL (JKI): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports GUGG-SP 600 PG (RZG): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports GUGG-SP 400 PV (RFV): ETF Research Reports WISTR-US MC DV (DON): ETF Research Reports GUGG-SP 500 PV (RPV): ETF Research Reports SPDR-SP6 SC GR (SLYG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research?
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Guggenheim S&P 500 Pure Value ETF RPV- Up 674.1% Guggenheim S&P SmallCap 600 PureVal ETF RZV- Up 637.4% Guggenheim S&P MidCap 400 Pure Val ETF RFV- Up 569.75% WisdomTree MidCap Dividend ETF DON- Up 460.4% iShares Morningstar Small-Cap Value JKL- Up 458.9% iShares Morningstar Mid-Cap Value JKI- Up 458.4% WisdomTree SmallCap Dividend ETF DES- Up 453.2% Want key ETF info delivered straight to your inbox? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-ND INTRNT (PNQI): ETF Research Reports ISHARS-MO MC VL (JKI): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports GUGG-SP 600 PG (RZG): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports GUGG-SP 400 PV (RFV): ETF Research Reports WISTR-US MC DV (DON): ETF Research Reports GUGG-SP 500 PV (RPV): ETF Research Reports SPDR-SP6 SC GR (SLYG): ETF Research Reports To read this article on Zacks.com click here. 7 Value ETFs That Breezed Past SPY in 9-Year Bull Market These value funds have beaten SPDR S&P 500 ETF SPY (up 310.9%) and SPDR Dow Jones Industrial Average ETF DIA (up 288.8%) during this timeframe.
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Guggenheim S&P 500 Pure Value ETF RPV- Up 674.1% Guggenheim S&P SmallCap 600 PureVal ETF RZV- Up 637.4% Guggenheim S&P MidCap 400 Pure Val ETF RFV- Up 569.75% WisdomTree MidCap Dividend ETF DON- Up 460.4% iShares Morningstar Small-Cap Value JKL- Up 458.9% iShares Morningstar Mid-Cap Value JKI- Up 458.4% WisdomTree SmallCap Dividend ETF DES- Up 453.2% Want key ETF info delivered straight to your inbox? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-ND INTRNT (PNQI): ETF Research Reports ISHARS-MO MC VL (JKI): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports GUGG-SP 600 PG (RZG): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports GUGG-SP 400 PV (RFV): ETF Research Reports WISTR-US MC DV (DON): ETF Research Reports GUGG-SP 500 PV (RPV): ETF Research Reports SPDR-SP6 SC GR (SLYG): ETF Research Reports To read this article on Zacks.com click here. The markets began soaring on Mar 9, 2009, the day U.S. stocks finally stopped sliding after the worst market rout since the Great Depression.
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728333.0
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2018-02-13 00:00:00 UTC
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Look to Small-Cap Dividend Payers in Retirement
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DES
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https://www.nasdaq.com/articles/look-small-cap-dividend-payers-retirement-2018-02-13
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nan
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Interested in dividends? It may be time to think small. Dividends of any sort can help deliver relatively steady returns and reduce your portfolio's overall risk. But dividend investing's benefits may be even greater in smaller companies than in larger firms, recent research suggests.
SEE ALSO: 50 Dividend Stocks You Can Count On in 2018
Although they're often overlooked by income investors, small-cap dividend payers give investors a bigger performance boost than large-cap dividend payers, according to a 2016 study in the Financial Analysts Journal. (Small caps are companies whose publicly traded shares have a relatively small market value--often in the range of a couple hundred million to several billion dollars, though exact definitions vary.)
A focus on dividends also helps tame the risks inherent in investing in smaller, less established companies. While smaller companies tend to be volatile, those that pay dividends are generally a bit more mature and profitable, so adding a dividend focus to your small-cap holdings "helps you weed out the less profitable names," says Alex Bryan, Morningstar's director of passive strategies research for North America. Small caps also offer diversification benefits, in part because they tend to generate most of their revenues in their home markets, whereas large multinational companies' fortunes are tied to the global economy.
Adding a dividend focus to small-cap holdings isn't without risks. One potential pitfall: overloading on a handful of sectors. Many small companies don't pay dividends because they need their cash to grow the business--and those that do make regular payouts tend to be concentrated in certain sectors such as financials. Seeking out dividends may also lead investors toward "value" stocks--those that appear underpriced relative to their earnings or other fundamentals. Such holdings may underperform the broader market when growth stocks are in favor, as they have been in recent years.
Many investors associate small companies more with growth than income. Indeed, at the end of 2017, only about half of companies in Standard & Poor's SmallCap 600 index paid dividends, compared with 83% of the large companies in Standard & Poor's 500-stock index. But the yields of small-cap dividend payers are competitive: They averaged 2.25% at year-end, according to Standard & Poor's, compared with 2.24% for large caps and 2.06% for mid caps.
And over the long haul, small-cap dividend investing can pay off handsomely. From 1962 to 2014, focusing on dividends when selecting small caps boosted returns by about 5 percentage points annually, the Financial Analysts Journal study found. Large-cap investors got a much smaller performance boost by focusing on dividends over that period. But across the market-cap spectrum, investors substantially lowered their risk by focusing on dividend payers.
Avoid dividend stocks and funds with the very highest yields. "Extreme" dividend payers--those whose dividend yields fall in the top 5% of their category--tend to lag behind those with more moderate payouts, the Financial Analysts Journal study found. "The only way to earn a high rate of return is to take on a bit more risk," Bryan says.
Selecting Small-Cap Dividend Stocks
Rather than focusing on dividend yield alone, a winning formula for picking dividend stocks combines a decent yield, dividend growth and a low "payout ratio"--the percentage of earnings that the company pays out as dividends, according to Cirrus Research, an independent research firm in Tarrytown, N.Y. A low payout ratio signals that a company can maintain its dividend even if its earnings take a hit--and that it may have room to grow its dividend in the future.
While a cocktail of robust yield, dividend growth and low payout ratio works well in the large-company universe, it works even better in small caps, says Pankaj Patel, managing director at Cirrus. A portfolio of small caps that meet these criteria gained 18.8% annually from 1995 to late 2017, Cirrus found, compared with 11.6% for mid caps and 13.8% for large caps. The small-cap dividend portfolio beat the broader small-cap universe by 8.6 percentage points annually and yields 2.3%, compared with a 1.6% yield for the small-cap index, according to Cirrus.
PAGTSEBIG
Spread Small-Cap Bets with ETFs
For broader diversification among small-company dividend payers, consider a low-cost exchange-traded fund. WisdomTree U.S. SmallCap Dividend Fund ( DES ) holds about 750 small-cap dividend payers. The fund tracks an index that weights its constituents based on the percentage of total index dividends each company pays--so a company paying $100 million in dividends would get double the weighting of a company paying $50 million. "That causes the portfolio to rebalance into stocks as they become cheaper relative to their dividend," Bryan says--a contrarian approach that helps the fund buy low and sell high.
The WisdomTree ETF avoids overloading on certain dividend-heavy sectors, such as financials, by capping sector allocations at 25% of assets. Over the past 10 years, the fund has gained 10.9% annually, beating roughly 75% of its competitors in the small-cap value category, according to Morningstar. The ETF yields 2.9% and charges annual expenses of 0.38%.
SEE ALSO: 6 Best Dividend ETFs for Blue-Chip Income
There are few competing small-cap dividend ETFs with long-term track records. But the field is growing. ProShares Russell 2000 Dividend Growers ( SMDV ), launched in 2015, focuses on companies in the Russell 2000 Index that have boosted dividends for at least 10 consecutive years. The index weights holdings equally and caps exposure to any single sector at 30%. The ProShares ETF yields 1.8% and charges fees of 0.4% annually. First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ), launched late last year, tracks the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers index, which includes 100 small and midsize companies with moderate payout ratios--under 65%--and a history of raising dividends. The fund charges annual fees of 0.6%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree U.S. SmallCap Dividend Fund ( DES ) holds about 750 small-cap dividend payers. First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ), launched late last year, tracks the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers index, which includes 100 small and midsize companies with moderate payout ratios--under 65%--and a history of raising dividends. Small caps also offer diversification benefits, in part because they tend to generate most of their revenues in their home markets, whereas large multinational companies' fortunes are tied to the global economy.
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First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ), launched late last year, tracks the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers index, which includes 100 small and midsize companies with moderate payout ratios--under 65%--and a history of raising dividends. WisdomTree U.S. SmallCap Dividend Fund ( DES ) holds about 750 small-cap dividend payers. From 1962 to 2014, focusing on dividends when selecting small caps boosted returns by about 5 percentage points annually, the Financial Analysts Journal study found.
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First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ), launched late last year, tracks the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers index, which includes 100 small and midsize companies with moderate payout ratios--under 65%--and a history of raising dividends. WisdomTree U.S. SmallCap Dividend Fund ( DES ) holds about 750 small-cap dividend payers. SEE ALSO: 50 Dividend Stocks You Can Count On in 2018 Although they're often overlooked by income investors, small-cap dividend payers give investors a bigger performance boost than large-cap dividend payers, according to a 2016 study in the Financial Analysts Journal.
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WisdomTree U.S. SmallCap Dividend Fund ( DES ) holds about 750 small-cap dividend payers. First Trust SMID Cap Rising Dividend Achievers ETF ( SDVY ), launched late last year, tracks the Nasdaq U.S. Small Mid Cap Rising Dividend Achievers index, which includes 100 small and midsize companies with moderate payout ratios--under 65%--and a history of raising dividends. Adding a dividend focus to small-cap holdings isn't without risks.
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728334.0
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2018-02-06 00:00:00 UTC
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Pitney Bowes (PBI) Passes Through 6% Yield Mark
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DES
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https://www.nasdaq.com/articles/pitney-bowes-pbi-passes-through-6-yield-mark-2018-02-06
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Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Pitney Bowes Inc (Symbol: PBI) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.75), with the stock changing hands as low as $12.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the iShares Russell 3000 ETF ( IWV ) back on 5/31/2000 - you would have paid $78.27 per share. Fast forward to 5/31/2012 and each share was worth $77.79 on that date, a loss of $0.48 or 0.6% decrease over twelve years. But now consider that you collected a whopping $10.77 per share in dividends over the same period, increasing your return to 13.15%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.0%; so by comparison collecting a yield above 6% would appear considerably attractive if that yield is sustainable. Pitney Bowes Inc (Symbol: PBI) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Pitney Bowes Inc, looking at the history chart for PBI below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 6% annual yield.
According to the ETF Finder at ETF Channel, PBI makes up 1.25% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 0.1% on the day Tuesday.
Click here to find out which 9 other dividend stocks just recently went on sale »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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According to the ETF Finder at ETF Channel, PBI makes up 1.25% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Pitney Bowes Inc (Symbol: PBI) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.75), with the stock changing hands as low as $12.25 on the day. Pitney Bowes Inc (Symbol: PBI) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets.
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According to the ETF Finder at ETF Channel, PBI makes up 1.25% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Pitney Bowes Inc (Symbol: PBI) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.75), with the stock changing hands as low as $12.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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According to the ETF Finder at ETF Channel, PBI makes up 1.25% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Pitney Bowes Inc (Symbol: PBI) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.75), with the stock changing hands as low as $12.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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According to the ETF Finder at ETF Channel, PBI makes up 1.25% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Pitney Bowes Inc (Symbol: PBI) were yielding above the 6% mark based on its quarterly dividend (annualized to $0.75), with the stock changing hands as low as $12.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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c5176e06-6ca8-406b-8887-e36f102f12ea
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728335.0
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2018-02-02 00:00:00 UTC
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Notable Two Hundred Day Moving Average Cross - PBI
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DES
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https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-pbi-2018-02-02
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nan
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nan
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In trading on Friday, shares of Pitney Bowes Inc (Symbol: PBI) crossed below their 200 day moving average of $13.30, changing hands as low as $13.12 per share. Pitney Bowes Inc shares are currently trading down about 3.9% on the day. The chart below shows the one year performance of PBI shares, versus its 200 day moving average:
Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.255 as the 52 week high point - that compares with a last trade of $13.19.
According to the ETF Finder at ETF Channel, PBI makes up 1.28% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 1.2% on the day Friday.
Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect thos
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According to the ETF Finder at ETF Channel, PBI makes up 1.28% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 1.2% on the day Friday. In trading on Friday, shares of Pitney Bowes Inc (Symbol: PBI) crossed below their 200 day moving average of $13.30, changing hands as low as $13.12 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.255 as the 52 week high point - that compares with a last trade of $13.19.
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According to the ETF Finder at ETF Channel, PBI makes up 1.28% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 1.2% on the day Friday. In trading on Friday, shares of Pitney Bowes Inc (Symbol: PBI) crossed below their 200 day moving average of $13.30, changing hands as low as $13.12 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.255 as the 52 week high point - that compares with a last trade of $13.19.
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According to the ETF Finder at ETF Channel, PBI makes up 1.28% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 1.2% on the day Friday. In trading on Friday, shares of Pitney Bowes Inc (Symbol: PBI) crossed below their 200 day moving average of $13.30, changing hands as low as $13.12 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.255 as the 52 week high point - that compares with a last trade of $13.19.
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According to the ETF Finder at ETF Channel, PBI makes up 1.28% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 1.2% on the day Friday. In trading on Friday, shares of Pitney Bowes Inc (Symbol: PBI) crossed below their 200 day moving average of $13.30, changing hands as low as $13.12 per share. Pitney Bowes Inc shares are currently trading down about 3.9% on the day.
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1ec12f11-aefc-402c-829e-775b28a783bb
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728336.0
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2018-01-19 00:00:00 UTC
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A Breakout in Aurinia Pharmaceuticals Inc May Be Imminent
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DES
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https://www.nasdaq.com/articles/breakout-aurinia-pharmaceuticals-inc-may-be-imminent-2018-01-19
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
The downtrend in shares of Aurinia Pharmaceuticals Inc (NASDAQ: AUPH ) may end soon - not from the renewed interest in biotech stocks but because of Aurina's upcoming revenue potential.
Aurina has a potential blockbuster drug, called Voclosporin, that is in the clinical stages. Classified as an immunosuppressant, it treats Lupus Nephritis (LN); Focal Segmental Glomerulosclerosis (FSGS), which often causes kidney failure; and Minimal Change Disease (MCD), a kidney disease.
AUPH's priorities during both its second and third quarter were the Aurora Phase III trial. The drug trial is underway as Aurina continues enrolling patients. The enrollment period will end this year and will last a full year. Results in the study will trickle in at the end of 2019.
10 Baby Boomer Stocks to Buy
LN is a potential billion-dollar marekt for Aurina because a treatment for the disease does not yet exist. There are no FDA- or European Medicines Agency-approved therapies out there. Investors holding AUPH stock are betting that the company will report a successful Phase II program for Voclosporin.
Unlike many other early clinical-stage drug developers, Aurinia is financially-sound enough that it will not need to raise funds until at least 2020. In its last quarter, cash burn rates were modest, as the company kept R&D and administrative costs low.
Aurinia ended the third quarter with $182.4 million in cash and short-term investments, barely down from the $189.8 million from the previous quarter. Though it lost $0.16 a share, or $13.1 million, the company incurred low expenses. R&D activities cost just $10.8 million, up from $3.3 million from the previous year. Administrative and business development costs of $2.6 million are up from $1.7 million year-over-year.
Its clinical study for FSGS is at the Phase II proof of concept step. The study will start in the first half of this year.
In addition, Aurinia also has plans to study its Voclosporin ophthalmic solution to treat Dry Eye Syndrome (DES).
AUPH Stock's Billion-Dollar Potential
Aurinia believes the marketing sales potential Voclosporin is more than the $1.4 billion it forecast. Given its many potential indications, it could make sales of $2 billion worldwide. The company's optimism will give investors confidence but the reality is different. Aurinia must report positive clinical results in 2018, setting the stage for a product launch in 2019 and beyond.
The sales forecast of $2 billion is also for sales at its peak. Aurinia is including the potential sales from the additional indications related to Nephrotic Syndrome and FSGS. But it's not possible to predict that Aurinia earns regulatory approvals for all of the diseases it wants the drug to treat.
AUPH Stock's Valuation
Since the company does not have a product on market, investors may apply such metrics as the price-earnings ratio or price-sales ratio to value the company. Instead, its future company valuation will depend on product sales. Using finbox.io's fair value calculator, AUPH stock could have around 50% upside, assuming revenues start coming as early as fiscal 2019. Aurinia could potentially make billions in revenue annually but it is safer to model revenue of no higher than around $100 million annually.
Wall Street has an average target price of around $12 on the stock.
Takeaway on AUPH Stock
Aurinia is a speculative investment that has no proven product yet. Sentiment and positive news on the progress of its clinical studies will move its shares in the short-term.
10 Best ETFs for 2018: Funds at the Starting Line
Investors could just as easily consider Synergy PharmaceuticalsInc (NASDAQ: SGYP ) or Acadia Pharmaceuticals Inc. (NASDAQ: ACAD ). The point here is that the biotech investor should hold a basket of speculative companies. Not all plays will pan out but the ones that do will give a very good investment return.
As of this writing, the author does not own any of the aforementioned securities.
More From InvestorPlace
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7 More Dividend Stocks Benefiting From the Tax Cut
3 of the Top Apple Inc. Acquisition Targets
Compare Brokers
The post A Breakout in Aurinia Pharmaceuticals Inc May Be Imminent appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In addition, Aurinia also has plans to study its Voclosporin ophthalmic solution to treat Dry Eye Syndrome (DES). In its last quarter, cash burn rates were modest, as the company kept R&D and administrative costs low. 10 Baby Boomer Stocks to Buy LN is a potential billion-dollar marekt for Aurina because a treatment for the disease does not yet exist.
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In its last quarter, cash burn rates were modest, as the company kept R&D and administrative costs low. In addition, Aurinia also has plans to study its Voclosporin ophthalmic solution to treat Dry Eye Syndrome (DES). InvestorPlace - Stock Market News, Stock Advice & Trading Tips The downtrend in shares of Aurinia Pharmaceuticals Inc (NASDAQ: AUPH ) may end soon - not from the renewed interest in biotech stocks but because of Aurina's upcoming revenue potential.
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In its last quarter, cash burn rates were modest, as the company kept R&D and administrative costs low. In addition, Aurinia also has plans to study its Voclosporin ophthalmic solution to treat Dry Eye Syndrome (DES). InvestorPlace - Stock Market News, Stock Advice & Trading Tips The downtrend in shares of Aurinia Pharmaceuticals Inc (NASDAQ: AUPH ) may end soon - not from the renewed interest in biotech stocks but because of Aurina's upcoming revenue potential.
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In its last quarter, cash burn rates were modest, as the company kept R&D and administrative costs low. In addition, Aurinia also has plans to study its Voclosporin ophthalmic solution to treat Dry Eye Syndrome (DES). InvestorPlace - Stock Market News, Stock Advice & Trading Tips The downtrend in shares of Aurinia Pharmaceuticals Inc (NASDAQ: AUPH ) may end soon - not from the renewed interest in biotech stocks but because of Aurina's upcoming revenue potential.
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ed6aa7c6-9781-41e3-94dc-123fd86372eb
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728337.0
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2018-01-16 00:00:00 UTC
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3 Smart Dividend ETFs for 2018
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DES
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https://www.nasdaq.com/articles/3-smart-dividend-etfs-2018-2018-01-16
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nan
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nan
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When bond yields are low, investors turn to dividend stocks to get the income they need. You can buy individual stocks if you want, but many investors prefer to use exchange-traded funds that offer them instant diversification across a number of key sectors of the dividend stock universe.
There are dozens of ETFs that specialize in dividend stocks . But for 2018, it's important to try to drill down on areas that many dividend investors never consider. Below, you'll learn more about Vanguard International Dividend Appreciation (NYSEMKT: VIGI), WisdomTree U.S. SmallCap Dividend (NYSEMKT: DES) , and ProShares S&P 500 Aristocrats (NYSEMKT: NOBL) and why they're worth a closer look for investors.
Data source: Fund providers, ETFdb.com.
A different type of Vanguard fund
Vanguard has a number of strong dividend ETFs , but this one doesn't get a lot of attention. Drawing on the success of its domestic counterpart, Vanguard International Dividend Appreciation focuses on stocks across the globe that have a track record of consistently growing their dividend payouts over time. The yield on the fund isn't all that impressive, having made distributions over the past 12 months amounting to about 1.8% of the ETF's share price right now. Yet the investment objective for the fund acknowledges that fact, making current yield less important than future payments.
Vanguard invests around the world, with almost 45% of its assets invested in Europe and another quarter in emerging markets. Pacific stock exposure amounts to almost 20%, with North America outside the U.S. picking up most of the remainder. With almost 250 stocks in the portfolio, Vanguard International Dividend Appreciation gives you the diversification you want, and its expense ratio is relatively low for specialized international ETFs.
Thinking small
Small-cap stocks aren't well-known for their lucrative dividends , largely because up-and-coming fast-growing small companies tend to reinvest all of their available capital back into their businesses rather than returning it to shareholders. Yet the WisdomTree ETF small-cap fund has found 750 different companies to include in this fund, and all told, a 30-day SEC yield of 3.44% shows that you can find dividend income from the smaller side of the U.S. stock universe.
The majority of the stocks in the portfolio are from the consumer discretionary, industrial, and real estate sectors. But you'll also find exposure to income-friendly businesses like financials and utilities, and even some higher-growth areas like technology make a representative showing in the ETF. Small-caps underperformed their larger counterparts in the U.S. market in 2017, and that makes a potential reversal in 2018 good cause to take a look at this small-cap oriented fund.
Picking a popular dividend index
Finally, any dividend investor knows that the Dividend Aristocrats are a good place to start to find blue chip stocks with good track records of paying their shareholders well. Dividend Aristocrats all boast a 25-year track record of growing payouts, and just over 50 stocks meet that test within the S&P 500. To get them, you'll have to go to ProShares S&P 500 Dividend Aristocrats ETF, which is the only fund to license the index from S&P Dow Jones Indices.
Among the fund's stocks, you'll find heavy concentrations in consumer, industrial, and healthcare stocks, with good helpings of materials and financial companies, as well. Dividend Aristocrats don't always have the highest yields, and that's why the dividend yield on the ETF is just 2.42%. Yet that's still above the market's overall average, and dividend investors have to appreciate the broad-based exposure that they get even from a relatively small number of stocks compared to other dividend ETFs in the space.
Pick the top dividend ETFs for 2018
Looking at the trends that could define 2018, a greater focus on non-U.S. stocks justifies a look at international ETFs like Vanguard International Dividend Appreciation. Incorporating small-cap exposure through the WisdomTree fund makes sense, while sticking with the tried-and-true returns of Dividend Aristocrats shows the value of the ProShares fund. Combining these three ETFs could make a big difference to your dividend investing portfolio in 2018 and beyond.
10 stocks we like better than WisdomTree SmallCap Dividend Fund
When investing geniuses David and Tom Gardner have a stock tip, it can pay to listen. After all, the newsletter they have run for over a decade, Motley Fool Stock Advisor , has tripled the market.*
David and Tom just revealed what they believe are the 10 best stocks for investors to buy right now... and WisdomTree SmallCap Dividend Fund wasn't one of them! That's right -- they think these 10 stocks are even better buys.
Click here to learn about these picks!
*Stock Advisor returns as of January 2, 2018
Dan Caplinger has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Below, you'll learn more about Vanguard International Dividend Appreciation (NYSEMKT: VIGI), WisdomTree U.S. SmallCap Dividend (NYSEMKT: DES) , and ProShares S&P 500 Aristocrats (NYSEMKT: NOBL) and why they're worth a closer look for investors. The yield on the fund isn't all that impressive, having made distributions over the past 12 months amounting to about 1.8% of the ETF's share price right now. But you'll also find exposure to income-friendly businesses like financials and utilities, and even some higher-growth areas like technology make a representative showing in the ETF.
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Below, you'll learn more about Vanguard International Dividend Appreciation (NYSEMKT: VIGI), WisdomTree U.S. SmallCap Dividend (NYSEMKT: DES) , and ProShares S&P 500 Aristocrats (NYSEMKT: NOBL) and why they're worth a closer look for investors. Drawing on the success of its domestic counterpart, Vanguard International Dividend Appreciation focuses on stocks across the globe that have a track record of consistently growing their dividend payouts over time. Pick the top dividend ETFs for 2018 Looking at the trends that could define 2018, a greater focus on non-U.S. stocks justifies a look at international ETFs like Vanguard International Dividend Appreciation.
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Below, you'll learn more about Vanguard International Dividend Appreciation (NYSEMKT: VIGI), WisdomTree U.S. SmallCap Dividend (NYSEMKT: DES) , and ProShares S&P 500 Aristocrats (NYSEMKT: NOBL) and why they're worth a closer look for investors. Yet the WisdomTree ETF small-cap fund has found 750 different companies to include in this fund, and all told, a 30-day SEC yield of 3.44% shows that you can find dividend income from the smaller side of the U.S. stock universe. Picking a popular dividend index Finally, any dividend investor knows that the Dividend Aristocrats are a good place to start to find blue chip stocks with good track records of paying their shareholders well.
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Below, you'll learn more about Vanguard International Dividend Appreciation (NYSEMKT: VIGI), WisdomTree U.S. SmallCap Dividend (NYSEMKT: DES) , and ProShares S&P 500 Aristocrats (NYSEMKT: NOBL) and why they're worth a closer look for investors. With almost 250 stocks in the portfolio, Vanguard International Dividend Appreciation gives you the diversification you want, and its expense ratio is relatively low for specialized international ETFs. Yet the WisdomTree ETF small-cap fund has found 750 different companies to include in this fund, and all told, a 30-day SEC yield of 3.44% shows that you can find dividend income from the smaller side of the U.S. stock universe.
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f2008021-40ad-4c06-a228-b59c9341b7fc
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728338.0
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2018-01-11 00:00:00 UTC
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PBI Crosses Above Key Moving Average Level
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DES
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https://www.nasdaq.com/articles/pbi-crosses-above-key-moving-average-level-2018-01-11
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nan
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nan
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In trading on Thursday, shares of Pitney Bowes Inc (Symbol: PBI) crossed above their 200 day moving average of $13.30, changing hands as high as $13.68 per share. Pitney Bowes Inc shares are currently trading up about 13.6% on the day. The chart below shows the one year performance of PBI shares, versus its 200 day moving average:
Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.60 as the 52 week high point - that compares with a last trade of $13.31.
According to the ETF Finder at ETF Channel, PBI makes up 1.13% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 1.8% on the day Thursday.
Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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According to the ETF Finder at ETF Channel, PBI makes up 1.13% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 1.8% on the day Thursday. In trading on Thursday, shares of Pitney Bowes Inc (Symbol: PBI) crossed above their 200 day moving average of $13.30, changing hands as high as $13.68 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.60 as the 52 week high point - that compares with a last trade of $13.31.
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According to the ETF Finder at ETF Channel, PBI makes up 1.13% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 1.8% on the day Thursday. In trading on Thursday, shares of Pitney Bowes Inc (Symbol: PBI) crossed above their 200 day moving average of $13.30, changing hands as high as $13.68 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.60 as the 52 week high point - that compares with a last trade of $13.31.
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According to the ETF Finder at ETF Channel, PBI makes up 1.13% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 1.8% on the day Thursday. In trading on Thursday, shares of Pitney Bowes Inc (Symbol: PBI) crossed above their 200 day moving average of $13.30, changing hands as high as $13.68 per share. The chart below shows the one year performance of PBI shares, versus its 200 day moving average: Looking at the chart above, PBI's low point in its 52 week range is $9.50 per share, with $16.60 as the 52 week high point - that compares with a last trade of $13.31.
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According to the ETF Finder at ETF Channel, PBI makes up 1.13% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading higher by about 1.8% on the day Thursday. In trading on Thursday, shares of Pitney Bowes Inc (Symbol: PBI) crossed above their 200 day moving average of $13.30, changing hands as high as $13.68 per share. Click here to find out which 9 other dividend stocks recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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9ab9bfb5-f329-4985-8166-7a83e6a73b23
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728339.0
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2018-01-03 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2018-01-03
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.1% of holdings on a weighted basis have experienced insider buying within the past six months.
Energizer Holdings Inc (Symbol: ENR), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $10,209,976 worth of ENR, making it the #33 largest holding. The table below details the recent insider buying activity observed at ENR:
ENR - last trade: $47.88 - Recent Insider Buys:
And Physicians Realty Trust (Symbol: DOC), the #65 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $7,441,742 worth of DOC, which represents approximately 0.36% of the ETF's total assets at last check. The recent insider buying activity observed at DOC is detailed in the table below:
DOC - last trade: $17.79 - Recent Insider Buys:
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.1% of holdings on a weighted basis have experienced insider buying within the past six months. Energizer Holdings Inc (Symbol: ENR), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $47.88 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #65 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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Energizer Holdings Inc (Symbol: ENR), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $47.88 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #65 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.1% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $47.88 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #65 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. Energizer Holdings Inc (Symbol: ENR), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Energizer Holdings Inc (Symbol: ENR), which makes up 0.49% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at ENR: ENR - last trade: $47.88 - Recent Insider Buys: And Physicians Realty Trust (Symbol: DOC), the #65 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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6bd147f3-9c4c-4c51-b49e-e61feaec44b9
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728340.0
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2017-12-11 00:00:00 UTC
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Monday's ETF with Unusual Volume: DES
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DES
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https://www.nasdaq.com/articles/mondays-etf-unusual-volume-des-2017-12-11
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nan
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nan
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The WisdomTree U.S. SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Monday, with over 749,000 shares traded versus three month average volume of about 65,000. Shares of DES were off about 0.1% on the day.
Components of that ETF with the highest volume on Monday were Hecla Mining ( HL ), trading up about 2.5% with over 2.5 million shares changing hands so far this session, and Gamestop ( GME ), down about 1.3% on volume of over 2.4 million shares. Consolidated Comm Holding ( CNSL ) is the component faring the best Monday, up by about 8.8% on the day, while Argan ( AGX ) is lagging other components of the WisdomTree U.S. SmallCap Dividend Fund ETF, trading lower by about 9.2%.
VIDEO: Monday's ETF with Unusual Volume: DES
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Monday, with over 749,000 shares traded versus three month average volume of about 65,000. Shares of DES were off about 0.1% on the day. VIDEO: Monday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree U.S. SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Monday, with over 749,000 shares traded versus three month average volume of about 65,000. VIDEO: Monday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were off about 0.1% on the day.
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The WisdomTree U.S. SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Monday, with over 749,000 shares traded versus three month average volume of about 65,000. VIDEO: Monday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were off about 0.1% on the day.
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The WisdomTree U.S. SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Monday, with over 749,000 shares traded versus three month average volume of about 65,000. Shares of DES were off about 0.1% on the day. VIDEO: Monday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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2017-12-08 00:00:00 UTC
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7 Best Dividend ETFs to Buy for 2018
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https://www.nasdaq.com/articles/7-best-dividend-etfs-buy-2018-2017-12-08
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
Dividend stocks will continue to gain popularity in 2018, as many investors struggle to find consistent sources of income. After all, despite talk of rising interest rates the 10-year T-Note yields about 2.3% right now and CDs at your local bank rarely crack the 1.3% mark.
That means dividend stock investing, despite a bit more risk, is favorable because of higher potential yield. But sometimes choosing the best dividend stocks is difficult, and investors worried about the risks rarely like having all their eggs in one basket.
The solution? Exchange-traded funds - more specifically, dividend ETFs. These funds do all the work and help investors pick a compilation of stocks that satisfy a specific goal.
Not every income-focused investor is the same, but finding the best dividend ETFs to buy shouldn't be too difficult as there are many to choose from that satisfy even the most obtuse objectives.
7 Ways to Get Rich Internationally in 2018
Here are seven ETFs to buy for boosting income in 2018.
Best Dividend ETFs to Buy: Vanguard High Dividend Yield ETF (VYM)
Expense Ratio: 0.08%, or $8 annually per $10,000 invested
YTD Returns: 12% vs. 18% for the S&P 500
SEC 30 Day Yield: 2.9%
Many investors seek the highest yields possible when looking at dividend stocks, but smart dividend plays aren't all about the massive yield percentages. The Vanguard High Dividend Yield ETF (NYSEARCA: VYM ) will fulfill most yield-hunters' dreams, while also offering relative stability.
VYM encompasses more than 400 common dividend stocks with above-average dividend yields, making it an "every-man" dividend play. With top holdings like Johnson & Johnson (NYSE: JNJ ), Exxon Mobil Corporation (NYSE: XOM ) and AT&T Inc. (NYSE: T ), this Vanguard ETF gives investors access to impressive yields but from well-known names.
Furthermore, its sector distribution is relatively balanced with 15% of its holdings in technology, 13% in consumer goods and healthcare and 14% in financials.
Best Dividend ETFs to Buy: Powershares KBW Premium Yield Equity REIT ETF
Expense Ratio: 0.35%,
YTD Returns: -5%
SEC 30 Day Yield: 7.9%
The PowerShares KBW Premium Yield Equity REIT Portfolio (NASDAQ: KBWY ) is a diversified way to play the popular trend of real estate investment trusts or REITs. REITs are a special kind of publicly traded company that is given tax breaks on real estate holdings as long as the corporation returns 90% of its taxable income back to shareholders.
That's all but guarantees big dividend payouts to shareholders. But how do you decide which REIT is right for you?Thankfully, with KBWY you don't have to. Just buy this diversified real estate play and enjoy annual payouts more than three times 10-Year Treasuries.
Admittedly, this is a sector-focused fund - and in 2017, the sector didn't do so well and lagged the market considerably. But an optimistic outlook for 2018 coupled with a massive 7.9% yield makes this dividend stock ETF worth a look.
Best Dividend ETFs to Buy: WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Expense Ratio: 0.28%
YTD Returns: 22%
SEC 30 Day Yield : 1.8%
Not all dividend stocks are created equal. While some investors look at stocks primarily for yield, others also want stocks that have growth potential. WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ: DGRW ) satisfies this need.
Top holdings include AbbVie Common Stock (NYSE: ABBV ), Home Depot Inc (NYSE: HD ) and McDonald's Corporation (NYSE: MCD ). As with VYM, its near-300 holdings are all large-cap companies, but the growth aspect sets it apart from other dividend ETFs. The yield isn't quite as large, of course, but the outperformance of the fund itself with 22% YTD returns is noteworthy.
7 All-Weather Mutual Funds for 2018 and Beyond
DGRW's sector breakdown is fairly straightforward with roughly 20% being allocated to information technology, healthcare and industrial, and 17% in consumer discretionary stocks. Consumer staples finishes the noteworthy sector allocations at 12%, while financials, materials, energy and real estate only have a minor presence.
Best Dividend ETFs to Buy: Proshares S&P 500 Dividend Aristocrats ETF (NOBL)
Expense Ratio: 0.35%
YTD Returns: 17%
SEC 30 Day Yield : 2.0%
Some investors only want the best of the best in terms of reliability when looking at dividend stocks. For those that fit this bill, the Proshares S&P 500 Dividend Aristocrats ETF (BATS: NOBL ) is the perfect fit.
This fund focuses only on dividend aristocrats - companies that have raised their dividends consistently for 25 years or more.
They might not be the sexiest names, but with top holdings like Chevron Corporation (NYSE: CVX ), VF Corp (NYSE: VFC ) and Dover Corp (NYSE: DOV ), the NOBL fund will keep your mind at ease and your income high in the years ahead.
A large portion of NOBL's holdings are based in the consumer staples sector (25%), while the industrial sector (18%) also gets some significant love. The remainder of its holdings range from 15% to 9% compositions in healthcare, consumer discretionary, financials and materials. Notably, energy (4%), information technology (2%) and utilities (2%) all take a backseat.
Best Dividend ETFs to Buy: WisdomTree SmallCap Dividend Fund (ETF) (DES)
Expense Ratio: 0.38%
YTD Returns: 5%
SEC 30 Day Yield : 3.1%
All of the ETFs mentioned so far emphasize large-cap companies, but not all investors are interested in playing only megacorporations. They want their dividend stocks to be more diverse.
According to WisdomTree, the WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) is the only small-cap dividend ETF that focuses exclusively on the U.S. This means investors don't have to venture into aggressive emerging markets when looking at higher-risk small-cap dividend plays with this ETF to buy.
The top holdings of DES focus on high-yield, small-cap names like video game retailer GameStop Corp. (NYSE: GME ), petroleum refining company CVR Energy, Inc. (NYSE: CVI ) and holding company Vector Group Ltd (NYSE: VGR ).
10 A-Rated Tech Stocks to Grow Your Returns
Notably, DES has a higher allocation to the real estate sector (nearly 14%) compared to ETFs mentioned earlier. Other top sector weights include consumer discretionary (19%), industrials (18%) and financials (11%).
Best Dividend ETFs to Buy: SPDR S&P International Dividend (ETF) (DWX)
Expense Ratio: 0.45%
YTD Returns: 13%
SEC 30 Day Yield : 3.2%
The SPDR S&P International Dividend (ETF) (NYSEARCA: DWX ) is for more adventurous investors that want to invest in international dividend stocks. Along with its international focus, DWX only includes the 100 highest yielding stocks abroad.
That means this ETF satiates investors' desire for yield while granting involvement in often over-looked investments like Canadian Imperial Bank of Commerce (USA) (NYSE: CM ) and Munich Reinsurance Company (OTCMKTS: MURGY ).
12 Best Dividend Stocks for the Next 12 Months
Unlike most of the ETFs on this list so far, DWX places a heavy emphasis on the financial sector (23%), which is closely followed by a near-20% allocation in utilities.
As far as countries and regions go, Canada (14%), the United Kingdom (13%) and Australia (11%) are the stars of DWX. However, it also gives some attention to Asia with near-7% weights in Hong Kong and Japan.
Best Dividend ETFs to Buy: PowerShares Preferred Portfolio(ETF) (PGX)
Expense Ratio: 0.50%
YTD Returns: 6%
SEC 30 Day Yield : 5.5%
With preferred stocks, investors are getting a kind of hybrid between stocks and bonds. In a nutshell, they trade-in voting rights for a higher dividend payout and increased insurance in case a company ends up going bankrupt. As such, preferred stocks offer investors some of the greatest stability possible along with impressive yields, even if share appreciation isn't much to write home about.
Investors seeking income through preferred stocks should consider the PowerShares Preferred Portfolio(ETF) (NYSEARCA: PGX ). With a massive sector allocation in financials (72%), you can expect to see gains from top holdings like HSBC Holdings plc (ADR) (NYSE: HSBC ), Wells Fargo & Co (NYSE: WFC ) and Citigroup Inc (NYSE: C ).
Although the heavy emphasis on financials may seem intimidating, the fact that the fund deals with preferred stocks rather than common stock gives it an added layer of security.
Robert Waldo is an Assistant Editor at InvestorPlace. As of this writing, he did not hold a position in any of the aforementioned securities.
The post 7 Best Dividend ETFs to Buy for 2018 appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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That means this ETF satiates investors' desire for yield while granting involvement in often over-looked investments like Canadian Imperial Bank of Commerce (USA) (NYSE: CM ) and Munich Reinsurance Company (OTCMKTS: MURGY ). After all, despite talk of rising interest rates the 10-year T-Note yields about 2.3% right now and CDs at your local bank rarely crack the 1.3% mark. That means dividend stock investing, despite a bit more risk, is favorable because of higher potential yield.
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After all, despite talk of rising interest rates the 10-year T-Note yields about 2.3% right now and CDs at your local bank rarely crack the 1.3% mark. That means dividend stock investing, despite a bit more risk, is favorable because of higher potential yield. Best Dividend ETFs to Buy: WisdomTree SmallCap Dividend Fund (ETF) (DES) Expense Ratio: 0.38% YTD Returns: 5% SEC 30 Day Yield : 3.1% All of the ETFs mentioned so far emphasize large-cap companies, but not all investors are interested in playing only megacorporations.
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After all, despite talk of rising interest rates the 10-year T-Note yields about 2.3% right now and CDs at your local bank rarely crack the 1.3% mark. That means dividend stock investing, despite a bit more risk, is favorable because of higher potential yield. Best Dividend ETFs to Buy: WisdomTree SmallCap Dividend Fund (ETF) (DES) Expense Ratio: 0.38% YTD Returns: 5% SEC 30 Day Yield : 3.1% All of the ETFs mentioned so far emphasize large-cap companies, but not all investors are interested in playing only megacorporations.
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Best Dividend ETFs to Buy: WisdomTree SmallCap Dividend Fund (ETF) (DES) Expense Ratio: 0.38% YTD Returns: 5% SEC 30 Day Yield : 3.1% All of the ETFs mentioned so far emphasize large-cap companies, but not all investors are interested in playing only megacorporations. After all, despite talk of rising interest rates the 10-year T-Note yields about 2.3% right now and CDs at your local bank rarely crack the 1.3% mark. That means dividend stock investing, despite a bit more risk, is favorable because of higher potential yield.
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2017-12-07 00:00:00 UTC
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The 7 Best ETFs for Trump's Tax Cuts
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https://www.nasdaq.com/articles/7-best-etfs-trumps-tax-cuts-2017-12-07
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Republicans in the House and Senate have passed their respective versions of a sweeping tax overhaul over the past couple weeks. The goal now: Reconcile those versions into a single piece of legislation that both groups of lawmakers can pass, then move them along to President Donald Trump, who has a stated goal of signing off on some sort of tax plan by Christmas.
That's easier said than done, but right now, momentum is on Republicans' side. And while details could change, we at least have a broad idea of what's coming should the GOP succeed.
Investors could do well to start targeting and edging into positions that stand to benefit from a major overhaul of the American tax code. While they can do so via a few individual stock picks , the best ETFs geared toward broad tax cuts offer far more diversification while still being able to profit from this economic driver.
Here are the seven best ETFs to buy in anticipation of a Republican tax victory.
SEE ALSO: The 10 Best Vanguard ETFs for a Dirt-Cheap Portfolio
Market value: $46.2 billion
Dividend yield: 1.2%
Expenses: 0.2%, or $20 annually on every $10,000 invested
The Russell 2000 index of small-cap stocks has underperformed its large-cap brethren so far in 2017, but it has picked up a head of steam as tax cuts close in on becoming reality, gaining 11% in the past three months alone to outpace both the S&P 500 (7%) and Nasdaq (8%).
"It's pretty clear from a corporate perspective that small caps are set to benefit the most" from Republican tax legislation, Goldman Sachs Asset Management's Katie Koch told CNBC in September.
That's largely because the corporate tax rate likely will be slashed from 35% to between 20% and 22%. While that's a boon for companies of all sizes, Russell 2000 companies pay a higher median effective tax rate (31.9%) than those in the S&P 500 (28.0%) and Dow Jones (23.8%), mostly because of larger companies' ability to avoid taxes by moving cash overseas.
The iShares Russell 2000 ETF ( IWM , $150.22) is one of just two ETFs that track the Russell 2000, and by far the more established, at $46.4 billion in assets versus $1.2 million for the Vanguard Russell 2000 ETF ( VTWO ). The fund boasts a wide 1,979 holdings with an average market capitalization of less than $2 billion, making it an excellent proxy for the kinds of small, heavily domestic-facing companies that should enjoy an outsize benefit from Republican tax cuts.
SEE ALSO: 20 Winning ETFs That Cut Through the Confusion
Market value: $33 million
Dividend yield: 0.9%
Expenses: 0.43%
Ever since Trump was elected, investors have salivated over the possibility of a big rush of internationally held cash coming back home to the U.S. The theory? Companies like Apple ( AAPL ) and Microsoft ( MSFT ), with billions of dollars stashed internationally to avoid America's 35% corporate tax rate, will rush to bring it home if they're offered a low repatriation rate. One of the potential uses for that cash would be a one-time "special" dividend to shareholders.
However, income investors could get a longer-term boost, too, thanks to a lowered corporate tax rate leaving more profits for companies for years down the road - profits that could be spent on hiking annual dividends.
"If there is a one-time repatriation, we fully believe that it will boost dividends across the board," says Eric Ervin, CEO of Reality Shares, whose Divcon Leaders Dividend ETF ( LEAD , $31.49) is specifically designed to target the kinds of companies that are willing and able to improve their payouts.
Reality Shares' proprietary dividend rating methodology, DIVCON, identifies companies with the highest dividend potential - those that will grow their payouts the fastest, and pay out the most over time. Thus, these are the companies that may be likeliest to take any additional profits gained from lower corporate tax rates and put them back in the hands of shareholders.
Ervin also says this 50-stock portfolio "focuses on larger-cap stocks, which of course tend to have the most cash abroad." LEAD component Apple is a prime example, with more than 90% of its $268.9 billion in cash and securities held overseas.
SEE ALSO: 50 Dividend Stocks You Can Count On in 2018
Market value: $2.1 billion
Dividend yield: 2.7%
Expenses: 0.38%
If you go to the intersection of two aforementioned trends - bullish prospects for small-cap stocks, and the potential for increased dividend payouts - you'll find the WisdomTree US Small-Cap Dividend ETF ( DES , $28.78).
The DES tracks the WisdomTree U.S. SmallCap Dividend Index, which takes a slightly complicated route to determining its components. First, it backs out the 300 largest companies from a broad WisdomTree dividend-equity index, selects the stocks within the bottom 25% by market cap, then weights them by projected annual dividends to be paid. The result is a small-cap ETF that yields like a blue-chip fund, at 2.7% currently.
At the moment, the fund is most heavily invested in consumer discretionary stocks (19.3%) - a sector that could get a significant lift as a result of Americans having a little more cash in their pockets. DES also holds plenty of industrial (18.7%) and financials (11.2%). Real estate investment trusts (REITs) - a high-yielding sector - make up 13.7% of the fund's assets and contribute to its strong dividend.
SEE ALSO: 5 Small-Cap Stocks to Buy for Big Dividend Potential
Market value: $816 million
Dividend yield: 1.5%
Expenses: 0.35%
The U.S. corporate tax rate may sit at 35%, but that doesn't mean every company pays that - far from it. The average S&P 500 company actually pays an effective tax rate of 26.2%, with some sectors faring better, some worse.
Retail gets the sharpest horns, though, as the only industry to pay a full effective tax rate of 35%. And if any industry could use every last cent in profits it can muster, it's retail.
Amazon.com ( AMZN ) and the rise of e-commerce have simply altered the playing field for brick-and-mortar retailers. Companies including Sears ( SHLD ), JCPenney ( JCP ) and Macy's ( M ) are shells of their former selves - in large part thanks to the ease and convenience of online shopping keeping people away from their stores.
However, the holdings of the SPDR S&P Retail ETF ( XRT , $44.11) - a retail fund that has enjoyed a short revival during the holiday shopping season - could get a much-needed lifeline from a corporate tax cut. In turn, that would allow holdings such as Express ( EXPR ) and L Brands ( LB ) to keep more of their precious profits, and plow them into improving their own e-commerce strategies while trying to figure out how to salvage the brick-and-mortar operations.
It's unlikely that a corporate tax cut will save the dying members of the brick-and-mortar retail industry. But it would at least boost short-term outlooks among even the weakest companies, and could give the better operators a real shot to compete.
SEE ALSO: 30 Great Stocks of All Time
Market value: $4.9 billion
Dividend yield: 1.0%
Expenses: 0.44%
Another industry that could see an outsize benefit from corporate tax cuts is aerospace and defense.
Baird analyst Peter Arment wrote in a Dec. 4 report that these companies could enjoy an 8%-13% boost in earnings per share over the next two years should Republicans pass tax legislation that brings the corporate rate down to 20%. That would be an enormous improvement from the industry's average 28% tax rate.
"The impact of the pending corporate tax reform to a 20 percent rate could be very favorable for most aerospace and defense companies within our coverage universe with domestic-oriented defense companies well positioned for higher earnings," he wrote.
The iShares U.S. Aerospace and Defense ETF ( ITA , $183.16) is a who's who of the industry, featuring names such as Boeing ( BA ), United Technologies ( UTX ) and Lockheed Martin ( LMT ).
The 38-holding portfolio is admittedly tight, and its cap-weighted nature results in a top-heavy fund, including an 11% weight in BA and 8% in UTX. However, ITA also has significant holdings in Northrop Grumman ( NOC ) and Raytheon ( RTN ) - two stocks Arment believes will be the "top beneficiaries" of a lower rate.
Overall, ITA provides honest exposure to defense and aerospace stocks, and does so for a modest 0.44% in annual expenses.
SEE ALSO: The 18 Best Stocks to Buy for 2018
Market value: $1.9 billion
Dividend yield: 0.1%
Expenses: 0.95%
While suddenly cash-flush companies may spend some of their newfound riches rewarding shareholders, some of that cash is going to go back to improving their own businesses. And for many companies, improvement means ramping up investments in robotics and artificial intelligence to "keep up with the Joneses."
If so, that could mean big things for the component companies of the Robo Global Robotics & Automation ETF ( ROBO , $40.27).
"We are in the middle of a robotics arms race," says William Studebaker, President and CIO of ROBO Global, which provides the ROBO ETF. "These are technologies that companies need to invest in to stay relevant. When you look across all industries, the pace of investment is only accelerating."
Studebaker points out big spending by Amazon, which plans to shell out $50 billion over the next five years on things such as infrastructure and systems logistics, and Alibaba ( BABA ), which is making $15 billion in similar investments over the next three years. But the need doesn't end there. "If you look at brick and mortar retailers, the only chance they have of surviving is incorporating this technology, be it via logistics, digital marketing or other mediums," he says.
ROBO is a globally diversified mix (55% international) of 92 holdings include several companies that could see extra business should U.S. companies retain more of their profits thanks to tax cuts. For instance, Japan's Yaskawa Electric ( YASKY ) is a leader in industrial robotics whose Motoman subsidiary currently boasts more than 150 robot models in production. There's also Cognex ( CGNX ), an American developer of machine vision systems that help manufacturers inspect and guide parts.
SEE ALSO: The 11 Best Tech ETFs for Years of Stellar Gains
Market value: $5.1 million
Dividend yield: N/A
Expenses: 0.2%
The S&P 500 has produced a total return of more than 26% between Election Day 2016 and the end of November 2017 - largely built on the expectation of several things, including tax cuts and financial deregulation. Stock valuations are high, the bull market is ancient at nearly nine years old, and numerous market analysts say this run is untenable.
That leads to one potential outcome that has largely been swept under the rug: a "sell the news" event. This refers to the "buy the rumor, sell the news" phenomenon in which people bid up an asset on expectations that something will happen, then sell once that hope becomes reality. In this case, a green light on tax cuts would be "the news," potentially triggering volatility and even a broad stock selloff.
In such an event, gold - an asset that many investors flock to in times of economic and market uncertainty - could become a popular safe haven once more.
GraniteShares Gold Trust ( BAR , $127.30), like larger competitors SPDR Gold Shares ( GLD ) and iShares Gold Trust ( IAU ), offers investors exchange-traded exposure to actual gold bullion stored in vaults.
"It's not tethered to futures, but physical gold," says GraniteShares CEO Will Rhind. "We don't lend out any of the gold, and we have annual audits where a third-party inspector audits the bars."
But the young fund, which hit the markets Aug. 31, 2017, came out swinging at larger competitors with a lowest-in-class annual expense ratio of 0.2% - below IAU's 0.25% and half of GLD's 0.4% - for the same type of gold exposure. GraniteShares says it's able to undercut its competitors because it's not maintaining a large sales force or global offices.
"We're establishing a low-cost commodity ETF offering because no one has done that," Rhind says. "That's an important differentiator; Vanguard doesn't do commodities."
SEE ALSO: 5 Crash-Proof ETFs to Beat Back a Bear Market
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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"If there is a one-time repatriation, we fully believe that it will boost dividends across the board," says Eric Ervin, CEO of Reality Shares, whose Divcon Leaders Dividend ETF ( LEAD , $31.49) is specifically designed to target the kinds of companies that are willing and able to improve their payouts. SEE ALSO: 50 Dividend Stocks You Can Count On in 2018 Market value: $2.1 billion Dividend yield: 2.7% Expenses: 0.38% If you go to the intersection of two aforementioned trends - bullish prospects for small-cap stocks, and the potential for increased dividend payouts - you'll find the WisdomTree US Small-Cap Dividend ETF ( DES , $28.78). The DES tracks the WisdomTree U.S. SmallCap Dividend Index, which takes a slightly complicated route to determining its components.
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"If there is a one-time repatriation, we fully believe that it will boost dividends across the board," says Eric Ervin, CEO of Reality Shares, whose Divcon Leaders Dividend ETF ( LEAD , $31.49) is specifically designed to target the kinds of companies that are willing and able to improve their payouts. SEE ALSO: 50 Dividend Stocks You Can Count On in 2018 Market value: $2.1 billion Dividend yield: 2.7% Expenses: 0.38% If you go to the intersection of two aforementioned trends - bullish prospects for small-cap stocks, and the potential for increased dividend payouts - you'll find the WisdomTree US Small-Cap Dividend ETF ( DES , $28.78). The DES tracks the WisdomTree U.S. SmallCap Dividend Index, which takes a slightly complicated route to determining its components.
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SEE ALSO: 50 Dividend Stocks You Can Count On in 2018 Market value: $2.1 billion Dividend yield: 2.7% Expenses: 0.38% If you go to the intersection of two aforementioned trends - bullish prospects for small-cap stocks, and the potential for increased dividend payouts - you'll find the WisdomTree US Small-Cap Dividend ETF ( DES , $28.78). "If there is a one-time repatriation, we fully believe that it will boost dividends across the board," says Eric Ervin, CEO of Reality Shares, whose Divcon Leaders Dividend ETF ( LEAD , $31.49) is specifically designed to target the kinds of companies that are willing and able to improve their payouts. The DES tracks the WisdomTree U.S. SmallCap Dividend Index, which takes a slightly complicated route to determining its components.
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"If there is a one-time repatriation, we fully believe that it will boost dividends across the board," says Eric Ervin, CEO of Reality Shares, whose Divcon Leaders Dividend ETF ( LEAD , $31.49) is specifically designed to target the kinds of companies that are willing and able to improve their payouts. SEE ALSO: 50 Dividend Stocks You Can Count On in 2018 Market value: $2.1 billion Dividend yield: 2.7% Expenses: 0.38% If you go to the intersection of two aforementioned trends - bullish prospects for small-cap stocks, and the potential for increased dividend payouts - you'll find the WisdomTree US Small-Cap Dividend ETF ( DES , $28.78). The DES tracks the WisdomTree U.S. SmallCap Dividend Index, which takes a slightly complicated route to determining its components.
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2017-12-01 00:00:00 UTC
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Cash Dividend On The Way From Kronos Worldwide (KRO)
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https://www.nasdaq.com/articles/cash-dividend-way-kronos-worldwide-kro-2017-12-01
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Looking at the universe of stocks we cover at Dividend Channel , on 12/5/17, Kronos Worldwide Inc (Symbol: KRO) will trade ex-dividend, for its quarterly dividend of $0.15, payable on 12/15/17. As a percentage of KRO's recent stock price of $27.73, this dividend works out to approximately 0.54%, so look for shares of Kronos Worldwide Inc to trade 0.54% lower - all else being equal - when KRO shares open for trading on 12/5/17.
In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from KRO is likely to continue, and whether the current estimated yield of 2.16% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of KRO shares, versus its 200 day moving average:
Looking at the chart above, KRO's low point in its 52 week range is $11.12 per share, with $29.49 as the 52 week high point - that compares with a last trade of $27.55.
According to the ETF Finder at ETF Channel, KRO makes up 1.32% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 0.2% on the day Friday.
In Friday trading, Kronos Worldwide Inc shares are currently off about 0.6% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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According to the ETF Finder at ETF Channel, KRO makes up 1.32% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 0.2% on the day Friday. As a percentage of KRO's recent stock price of $27.73, this dividend works out to approximately 0.54%, so look for shares of Kronos Worldwide Inc to trade 0.54% lower - all else being equal - when KRO shares open for trading on 12/5/17. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from KRO is likely to continue, and whether the current estimated yield of 2.16% on annualized basis is a reasonable expectation of annual yield going forward.
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According to the ETF Finder at ETF Channel, KRO makes up 1.32% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 0.2% on the day Friday. Looking at the universe of stocks we cover at Dividend Channel , on 12/5/17, Kronos Worldwide Inc (Symbol: KRO) will trade ex-dividend, for its quarterly dividend of $0.15, payable on 12/15/17. In Friday trading, Kronos Worldwide Inc shares are currently off about 0.6% on the day.
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According to the ETF Finder at ETF Channel, KRO makes up 1.32% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 0.2% on the day Friday. Looking at the universe of stocks we cover at Dividend Channel , on 12/5/17, Kronos Worldwide Inc (Symbol: KRO) will trade ex-dividend, for its quarterly dividend of $0.15, payable on 12/15/17. As a percentage of KRO's recent stock price of $27.73, this dividend works out to approximately 0.54%, so look for shares of Kronos Worldwide Inc to trade 0.54% lower - all else being equal - when KRO shares open for trading on 12/5/17.
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According to the ETF Finder at ETF Channel, KRO makes up 1.32% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading lower by about 0.2% on the day Friday. Looking at the universe of stocks we cover at Dividend Channel , on 12/5/17, Kronos Worldwide Inc (Symbol: KRO) will trade ex-dividend, for its quarterly dividend of $0.15, payable on 12/15/17. As a percentage of KRO's recent stock price of $27.73, this dividend works out to approximately 0.54%, so look for shares of Kronos Worldwide Inc to trade 0.54% lower - all else being equal - when KRO shares open for trading on 12/5/17.
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6d4483d9-e374-4402-a23b-2445a24c8c79
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728344.0
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2017-11-20 00:00:00 UTC
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Small Cap ETFs Surge as House Passes Tax Bill
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DES
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https://www.nasdaq.com/articles/small-cap-etfs-surge-house-passes-tax-bill-2017-11-20
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nan
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House Republicans approved the biggest U.S. tax overhaul in three decades with some tweaks with the aim of making America more competitive. The plan will slash the corporate income tax rates from 35% to 20% as proposed but reduce the number of individual income tax brackets from seven to four instead of three. The bill would limit state, local and mortgage interest deduction, eliminate personal exemption, and nearly double the standard deduction.
The tax reform plan was passed with 227 votes in favor and 205 against. The step marks a significant achievement for the Trump administration and his promise to deliver historic tax cuts for Americans by the end of the year. Additionally, tax reform is the most prestigious legislative move for Republicans to enter into 2018 midterm elections (read: Winners & Loser of Trump's Tax Reform ).
This has led to a huge rally in the broad stock market with small caps leading the way higher. The Russell 2000 index climbed 1.6% on Nov 17, leading to year-to-date returns of 9.6%. This is especially true as small caps are the biggest beneficiaries of the tax cuts relative to big companies. Companies on the Russell 2000 pay a median effective tax rate of 31.9% while the larger, multi-national companies on the S&P 500 pay a median effective tax rate of 28%, according to Thomson Reuters data. The median tax rate for the 30 mega-cap stocks on the Dow Jones Industrial Average is even low at 23.8%.
ETF Impact
The surge also sent the small-cap ETF space into the green territory on Nov 17. In particular, PowerShares DWA SmallCap Momentum Portfolio DWAS , Guggenheim S&P SmallCap 600 Pure Value ETF RZV and WisdomTree US SmallCap Dividend ETF DES stole the show. These funds gained nearly 2% on the day (see: all the Small Cap ETFs here ).
Below we profile these ETFs in detail and discuss some of the specifics behind their recent rally.
DWAS
This ETF offers exposure to the small-cap segment of the broad U.S. stock market. It follows the popular Dorsey, Wright & Associates proprietary selection methodology that is designed to identify small-cap firms with positive relative strength characteristics in an attempt to follow companies with strong forward momentum. The product holds a basket of 200 stocks with none holding more than 1.93% of assets. From a sector look, healthcare takes the top spot with 25.8% share while financials, industrials, and information technology, round off the next three spots. The fund has $219.9 million in AUM and charges investors 60 bps a year in fees (read: Small Cap ETF Hits New 52-Week High ).
RZV
This fund provides exposure to the pure value segment of the small-cap market by tracking the S&P SmallCap 600 Pure Value Index. It holds a well-diversified portfolio of 156 stocks with each security holding less than 2% of assets. In terms of sector exposure, consumer discretionary takes the largest share at 29.2% while industrials, financials and information technology round off the next three spots. It has been able to manage $178.4 million in its asset and charges 35 bps in fees per year from investors. RZV has a Zacks ETF Rank #3 (Hold) with a High risk outlook (read: Small Cap ETFs & Stocks Crushing Russell 2000 ).
DES
This ETF offers exposure to the dividend-paying small-cap companies in the U.S. equity market by tracking the WisdomTree U.S. SmallCap Dividend Index. Holding 655 stocks in its basket, it is widely spread out across components with each security holding less than 2% share. Consumer discretionary, industrials, real estate and financials are the top four sectors accounting for a double-digit exposure each. The product has amassed nearly $2 billion in its asset base and charges 38 bps in annual fees. It has a Zacks ETF Rank #3 with a Medium risk outlook.
What Lies Ahead?
Though the tax bill was passed by the House, it needs to get through Senate, which passed the $1.4 trillion budget resolution last month, paving the way for the approval of the tax bill. Given that the tax reform will come into play by the end of the year or early next year, small caps will continue to enjoy the rally. Additionally, increasing activities in the economy will fuel growth in these pint-sized stocks.
This is because growth in the U.S. economy has been accelerating with GDP expanding 3% year over year in the third quarter, following 3.1% growth in the second quarter. This represents the best back-to-back quarters of at least 3% growth since 2014. Unemployment dropped to the lowest level since December 2000 to 4.1%.
Americans also have an optimistic view of the economy with confidence hitting the highest level in almost 17 years. The Conference Board consumer confidence index jumped to 125.9 in October from a revised 120.6 in September. Meanwhile, consumer spending, which accounts for more than two-thirds of U.S. economic activity, recorded its biggest increase in more than eight years in September.
Against such a backdrop, small-cap stocks led the way higher as these are closely tied to the U.S. economy and do not have much exposure to the international market. These pint-sized stocks generate most of their revenues from the domestic market and generally outperform on improving American economic health (read: 5 Biggest ETF Winners of Trump Trade Resurgence ).
Moreover, after hiking rates in December 2015 and December 2016, the Fed has raised interest rates two times this year and is on track for another liftoff in December. This indicates a stronger economy and propels small-cap stocks higher.
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WISTR-US SC DV (DES): ETF Research Reports
GUGG-SP 600 PV (RZV): ETF Research Reports
PWRSH-DWA SC MO (DWAS): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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House Republicans approved the biggest U.S. tax overhaul in three decades with some tweaks with the aim of making America more competitive. In particular, PowerShares DWA SmallCap Momentum Portfolio DWAS , Guggenheim S&P SmallCap 600 Pure Value ETF RZV and WisdomTree US SmallCap Dividend ETF DES stole the show. It follows the popular Dorsey, Wright & Associates proprietary selection methodology that is designed to identify small-cap firms with positive relative strength characteristics in an attempt to follow companies with strong forward momentum.
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In particular, PowerShares DWA SmallCap Momentum Portfolio DWAS , Guggenheim S&P SmallCap 600 Pure Value ETF RZV and WisdomTree US SmallCap Dividend ETF DES stole the show. Click to get this free report WISTR-US SC DV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-DWA SC MO (DWAS): ETF Research Reports To read this article on Zacks.com click here. House Republicans approved the biggest U.S. tax overhaul in three decades with some tweaks with the aim of making America more competitive.
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Click to get this free report WISTR-US SC DV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-DWA SC MO (DWAS): ETF Research Reports To read this article on Zacks.com click here. House Republicans approved the biggest U.S. tax overhaul in three decades with some tweaks with the aim of making America more competitive. In particular, PowerShares DWA SmallCap Momentum Portfolio DWAS , Guggenheim S&P SmallCap 600 Pure Value ETF RZV and WisdomTree US SmallCap Dividend ETF DES stole the show.
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House Republicans approved the biggest U.S. tax overhaul in three decades with some tweaks with the aim of making America more competitive. In particular, PowerShares DWA SmallCap Momentum Portfolio DWAS , Guggenheim S&P SmallCap 600 Pure Value ETF RZV and WisdomTree US SmallCap Dividend ETF DES stole the show. It follows the popular Dorsey, Wright & Associates proprietary selection methodology that is designed to identify small-cap firms with positive relative strength characteristics in an attempt to follow companies with strong forward momentum.
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4b41f218-19cb-4a40-9428-39d7874a13dd
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728345.0
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2017-11-16 00:00:00 UTC
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Where Will Aurinia Pharmaceuticals Be in 5 Years?
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DES
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https://www.nasdaq.com/articles/where-will-aurinia-pharmaceuticals-be-5-years-2017-11-16
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nan
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Predicting the future isn't hard at all. Predicting the future accurately is a different matter altogether.
I wanted to state that at the outset before attempting to predict how things will unfold for Aurinia Pharmaceuticals (NASDAQ: AUPH) . It's difficult enough to have a sense of how a large, established company will perform. But Aurinia is a clinical-stage biotech, which makes prognosticating with any degree of confidence next to impossible. Nevertheless, here's where I think Aurinia Pharmaceuticals will be five years from now.
Playing the odds
Aurinia has one and only one pipeline candidate. Voclosporin is a calcineurin inhibitor that suppresses immune responses. Blocking a person's immune system usually isn't a good thing, but it's a huge positive when the body's immune system is attacking a person's own tissues. That's exactly what happens with lupus nephritis (LN), an inflammation of the kidney that affects more than 500,000 people in the U.S.
The company has one late-stage study underway evaluating voclosporin in treating LN. Aurinia plans to initiate a phase 2 study of voclosporin in 2018 for treating focal segmental glomerulosclerosis (FSGS) and minimal change disease (MCD). It also intends to kick off another phase 2a study of voclosporin ophthalmic solution (VOS), an aqueous solution containing 0.2% voclosporin, next year assessing tolerability in patients with dry eye syndrome (DES).
Probably the smartest thing to do in predicting the future for Aurinia is to simply play the odds. When you don't know an outcome, going with probabilities isn't a bad idea. So what are voclosporin's (and, by extension, Aurinia's) chances for success?
Based on data published by biotechnology trade association Biotech Innovation Organization (BIO) , fewer than half (49.6%) of drugs in late-stage clinical studies ultimately win approval. Just 15% of drugs in phase 2 studies gain approval. If I were to simply play the odds, my prediction would be that Aurinia won't be in good shape five years from now.
Nostradamus and numbers
However, the great predictors of the past like Nostradamus couldn't care less about numbers. There are some numbers for Aurinia, though, that I think are important in predicting its future -- and much more important than probabilities.
Aurinia's results from the phase 2b study of voclosporin in treating LN give ample reason to expect more than just a 50-50 chance of eventual approval. It wasn't a tiny study, with 256 patients participating across 20 centers. Nearly half (49%) of patients taking the lower dose of voclosporin experienced complete remission after 48 weeks, compared to 24% of patients on placebo. Over two-thirds of the patients taking voclosporin had partial remission after 48 weeks, versus 48% of patients on placebo. These are highly significant differences.
There weren't any serious safety concerns from the study, either. Actually, patients on placebo had worse safety results than did either group taking voclosporin, with three deaths and one malignancy reported in the control arm after the study treatment period.
Another number that I feel is key to thinking through Aurinia's future is zero. That's how many treatments are approved for LN in the U.S. and in Europe. If voclosporin wins approval, there's a large market potential -- perhaps $1.5 billion annually or higher. It's no wonder that Aurinia's clinical success earlier this year caused the stock to soar .
And the prediction is...
Where will Aurinia Pharmaceuticals be five years from now? I predict the biotech will have a couple of years of marketing voclosporin under its belt by then. This assumes that the late-stage study goes well and that Aurinia starts its rolling New Drug Application (NDA) submission in the second half of 2018 and wraps it up in the first half of 2019.
However, I don't think Aurinia will be Aurinia in 2022. If voclosporin is successful as I suspect it will be, my view is that a major drugmaker will scoop up Aurinia before too long. I won't go out on a limb and predict which company will acquire Aurinia. However, it wouldn't surprise me at all if it was AbbVie . Rich Gonzalez, AbbVie's CEO, stated at the Credit Suisse healthcare conference last week that lupus is an area of "high interest" to the company.
Like I said earlier, making accurate predictions is a lot harder than making predictions. Aurinia's results from its late-stage study of voclosporin, which should be available by early 2019, will go a long way in determining whether I'm on track. I wouldn't put any money on the accuracy of my prediction, but I wouldn't bet against it, either.
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Keith Speights owns shares of AbbVie. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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It also intends to kick off another phase 2a study of voclosporin ophthalmic solution (VOS), an aqueous solution containing 0.2% voclosporin, next year assessing tolerability in patients with dry eye syndrome (DES). Based on data published by biotechnology trade association Biotech Innovation Organization (BIO) , fewer than half (49.6%) of drugs in late-stage clinical studies ultimately win approval. Actually, patients on placebo had worse safety results than did either group taking voclosporin, with three deaths and one malignancy reported in the control arm after the study treatment period.
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It also intends to kick off another phase 2a study of voclosporin ophthalmic solution (VOS), an aqueous solution containing 0.2% voclosporin, next year assessing tolerability in patients with dry eye syndrome (DES). Based on data published by biotechnology trade association Biotech Innovation Organization (BIO) , fewer than half (49.6%) of drugs in late-stage clinical studies ultimately win approval. If I were to simply play the odds, my prediction would be that Aurinia won't be in good shape five years from now.
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It also intends to kick off another phase 2a study of voclosporin ophthalmic solution (VOS), an aqueous solution containing 0.2% voclosporin, next year assessing tolerability in patients with dry eye syndrome (DES). If I were to simply play the odds, my prediction would be that Aurinia won't be in good shape five years from now. Aurinia's results from the phase 2b study of voclosporin in treating LN give ample reason to expect more than just a 50-50 chance of eventual approval.
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It also intends to kick off another phase 2a study of voclosporin ophthalmic solution (VOS), an aqueous solution containing 0.2% voclosporin, next year assessing tolerability in patients with dry eye syndrome (DES). Just 15% of drugs in phase 2 studies gain approval. And the prediction is... Where will Aurinia Pharmaceuticals be five years from now?
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86d6a1db-5ea9-4888-b884-d1b2ebe64d96
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728346.0
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2017-11-14 00:00:00 UTC
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CXW Breaks Above 7% Yield Territory
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DES
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https://www.nasdaq.com/articles/cxw-breaks-above-7-yield-territory-2017-11-14
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nan
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Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of CoreCivic Inc (Symbol: CXW) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.68), with the stock changing hands as low as $23.05 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the iShares Russell 3000 ETF ( IWV ) back on 5/31/2000 - you would have paid $78.27 per share. Fast forward to 5/31/2012 and each share was worth $77.79 on that date, a loss of $0.48 or 0.6% decrease over twelve years. But now consider that you collected a whopping $10.77 per share in dividends over the same period, increasing your return to 13.15%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.0%; so by comparison collecting a yield above 7% would appear considerably attractive if that yield is sustainable. CoreCivic Inc (Symbol: CXW) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets.
In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of CoreCivic Inc, looking at the history chart for CXW below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 7% annual yield.
According to the ETF Finder at ETF Channel, CXW makes up 2.00% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading up by about 0.1% on the day Tuesday.
Click here to find out which 9 other dividend stocks just recently went on sale »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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According to the ETF Finder at ETF Channel, CXW makes up 2.00% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading up by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of CoreCivic Inc (Symbol: CXW) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.68), with the stock changing hands as low as $23.05 on the day. CoreCivic Inc (Symbol: CXW) is a member of the Russell 3000, giving it special status as one of the largest 3000 companies on the U.S. stock markets.
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According to the ETF Finder at ETF Channel, CXW makes up 2.00% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading up by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of CoreCivic Inc (Symbol: CXW) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.68), with the stock changing hands as low as $23.05 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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According to the ETF Finder at ETF Channel, CXW makes up 2.00% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading up by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of CoreCivic Inc (Symbol: CXW) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.68), with the stock changing hands as low as $23.05 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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According to the ETF Finder at ETF Channel, CXW makes up 2.00% of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) which is trading up by about 0.1% on the day Tuesday. Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of CoreCivic Inc (Symbol: CXW) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.68), with the stock changing hands as low as $23.05 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return.
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a3cbbc00-6782-469f-b7ff-dc0d69327e8e
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728347.0
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2017-11-07 00:00:00 UTC
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Opus Capital Group, LLC Buys Visteon Corp, Viad Corp, Preferred Apartment Communities Inc, ...
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DES
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https://www.nasdaq.com/articles/opus-capital-group-llc-buys-visteon-corp-viad-corp-preferred-apartment-communities-inc
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nan
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Opus Capital Group, LLC
New Purchases: VC , VVI , APTS , ICFI, CBPX, HOFT, ENSG, CPS, MCS, CIO,
Added Positions:HON, VCSH, PG, XOM, RHHBY, SMGZY, BAESY, AZN, ITW, TOT,
Reduced Positions:VYM, CTRE, ESGR, EIG, ESNT, KFY, NSIT, ASGN, CBM, CR,
Sold Out:SANM, AAN, LZB, DFT, CRUS, CLS, ARRS, HA, INN, B,
For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC
These are the top 5 holdings of Opus Capital Group, LLC
Vanguard High Dividend Yield ( VYM ) - 508,043 shares, 9.49% of the total portfolio. Shares reduced by 51.2%
Vanguard S&P 500 ( VOO ) - 91,654 shares, 4.87% of the total portfolio. Shares added by 0.49%
Vanguard Short-Term Corporate Bond ETF ( VCSH ) - 161,978 shares, 2.99% of the total portfolio. Shares added by 3.90%
Procter & Gamble Co ( PG ) - 126,121 shares, 2.64% of the total portfolio. Shares added by 3.52%
WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,423 shares, 2.56% of the total portfolio. Shares reduced by 0.38%
New Purchase: Visteon Corp (VC)
Opus Capital Group, LLC initiated holdings in Visteon Corp. The purchase prices were between $101.27 and $125.46, with an estimated average price of $113. The stock is now traded at around $125.76. The impact to the portfolio due to this purchase was 1.02%. The holdings were 35,624 shares as of 2017-09-30.
New Purchase: Viad Corp (VVI)
Opus Capital Group, LLC initiated holdings in Viad Corp. The purchase prices were between $46.55 and $61.35, with an estimated average price of $52.83. The stock is now traded at around $54.70. The impact to the portfolio due to this purchase was 0.89%. The holdings were 63,243 shares as of 2017-09-30.
New Purchase: Preferred Apartment Communities Inc (APTS)
Opus Capital Group, LLC initiated holdings in Preferred Apartment Communities Inc. The purchase prices were between $15.14 and $19.11, with an estimated average price of $17.51. The stock is now traded at around $20.86. The impact to the portfolio due to this purchase was 0.79%. The holdings were 182,053 shares as of 2017-09-30.
New Purchase: ICF International Inc (ICFI)
Opus Capital Group, LLC initiated holdings in ICF International Inc. The purchase prices were between $43.3 and $55.4, with an estimated average price of $47.18. The stock is now traded at around $52.30. The impact to the portfolio due to this purchase was 0.78%. The holdings were 62,655 shares as of 2017-09-30.
New Purchase: Hooker Furniture Corp (HOFT)
Opus Capital Group, LLC initiated holdings in Hooker Furniture Corp. The purchase prices were between $39.05 and $47.95, with an estimated average price of $42.75. The stock is now traded at around $43.90. The impact to the portfolio due to this purchase was 0.77%. The holdings were 69,586 shares as of 2017-09-30.
New Purchase: Continental Building Products Inc (CBPX)
Opus Capital Group, LLC initiated holdings in Continental Building Products Inc. The purchase prices were between $21.05 and $25.85, with an estimated average price of $23.04. The stock is now traded at around $26.65. The impact to the portfolio due to this purchase was 0.77%. The holdings were 128,807 shares as of 2017-09-30.
Added: Honeywell International Inc (HON)
Opus Capital Group, LLC added to the holdings in Honeywell International Inc by 85.35%. The purchase prices were between $133.37 and $141.75, with an estimated average price of $137.27. The stock is now traded at around $146.73. The impact to the portfolio due to this purchase was 0.11%. The holdings were 6,960 shares as of 2017-09-30.
Added: Exxon Mobil Corp (XOM)
Opus Capital Group, LLC added to the holdings in Exxon Mobil Corp by 26.62%. The purchase prices were between $76.1 and $82.19, with an estimated average price of $79.4. The stock is now traded at around $83.34. The impact to the portfolio due to this purchase was 0.06%. The holdings were 14,657 shares as of 2017-09-30.
Added: Roche Holding AG (RHHBY)
Opus Capital Group, LLC added to the holdings in Roche Holding AG by 84.00%. The purchase prices were between $30.96 and $32.27, with an estimated average price of $31.68. The stock is now traded at around $28.86. The impact to the portfolio due to this purchase was 0.06%. The holdings were 17,064 shares as of 2017-09-30.
Added: Smiths Group PLC (SMGZY)
Opus Capital Group, LLC added to the holdings in Smiths Group PLC by 118.59%. The purchase prices were between $20.16 and $22.31, with an estimated average price of $20.96. The stock is now traded at around $20.71. The impact to the portfolio due to this purchase was 0.05%. The holdings were 21,365 shares as of 2017-09-30.
Added: AstraZeneca PLC (AZN)
Opus Capital Group, LLC added to the holdings in AstraZeneca PLC by 87.71%. The purchase prices were between $28.88 and $34.16, with an estimated average price of $31.6. The stock is now traded at around $33.62. The impact to the portfolio due to this purchase was 0.04%. The holdings were 11,150 shares as of 2017-09-30.
Added: Smurfit Kappa Group PLC (SMFKY)
Opus Capital Group, LLC added to the holdings in Smurfit Kappa Group PLC by 48.40%. The purchase prices were between $28.7 and $33.29, with an estimated average price of $30.76. The stock is now traded at around $31.07. The impact to the portfolio due to this purchase was 0.04%. The holdings were 17,075 shares as of 2017-09-30.
Sold Out: Sanmina Corp (SANM)
Opus Capital Group, LLC sold out the holdings in Sanmina Corp. The sale prices were between $35.2 and $42.45, with an estimated average price of $37.35.
Sold Out: Aaron's Inc (AAN)
Opus Capital Group, LLC sold out the holdings in Aaron's Inc. The sale prices were between $37.71 and $47.54, with an estimated average price of $42.04.
Sold Out: La-Z-Boy Inc (LZB)
Opus Capital Group, LLC sold out the holdings in La-Z-Boy Inc. The sale prices were between $23.55 and $33.8, with an estimated average price of $29.24.
Sold Out: Dupont Fabros Technology Inc (DFT)
Opus Capital Group, LLC sold out the holdings in Dupont Fabros Technology Inc. The sale prices were between $59.18 and $68, with an estimated average price of $62.48.
Sold Out: Cirrus Logic Inc (CRUS)
Opus Capital Group, LLC sold out the holdings in Cirrus Logic Inc. The sale prices were between $51.06 and $65.53, with an estimated average price of $58.7.
Sold Out: Celestica Inc (CLS)
Opus Capital Group, LLC sold out the holdings in Celestica Inc. The sale prices were between $11.31 and $13.85, with an estimated average price of $12.33.
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This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares added by 3.52% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,423 shares, 2.56% of the total portfolio. Opus Capital Group, LLC New Purchases: VC , VVI , APTS , ICFI, CBPX, HOFT, ENSG, CPS, MCS, CIO, Added Positions:HON, VCSH, PG, XOM, RHHBY, SMGZY, BAESY, AZN, ITW, TOT, Reduced Positions:VYM, CTRE, ESGR, EIG, ESNT, KFY, NSIT, ASGN, CBM, CR, Sold Out:SANM, AAN, LZB, DFT, CRUS, CLS, ARRS, HA, INN, B, For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC These are the top 5 holdings of Opus Capital Group, LLC Vanguard High Dividend Yield ( VYM ) - 508,043 shares, 9.49% of the total portfolio. Added: Exxon Mobil Corp (XOM) Opus Capital Group, LLC added to the holdings in Exxon Mobil Corp by 26.62%.
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Shares added by 3.52% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,423 shares, 2.56% of the total portfolio. New Purchase: Preferred Apartment Communities Inc (APTS) Opus Capital Group, LLC initiated holdings in Preferred Apartment Communities Inc. New Purchase: Hooker Furniture Corp (HOFT) Opus Capital Group, LLC initiated holdings in Hooker Furniture Corp.
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Shares added by 3.52% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,423 shares, 2.56% of the total portfolio. Opus Capital Group, LLC New Purchases: VC , VVI , APTS , ICFI, CBPX, HOFT, ENSG, CPS, MCS, CIO, Added Positions:HON, VCSH, PG, XOM, RHHBY, SMGZY, BAESY, AZN, ITW, TOT, Reduced Positions:VYM, CTRE, ESGR, EIG, ESNT, KFY, NSIT, ASGN, CBM, CR, Sold Out:SANM, AAN, LZB, DFT, CRUS, CLS, ARRS, HA, INN, B, For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC These are the top 5 holdings of Opus Capital Group, LLC Vanguard High Dividend Yield ( VYM ) - 508,043 shares, 9.49% of the total portfolio. Shares reduced by 0.38% New Purchase: Visteon Corp (VC) Opus Capital Group, LLC initiated holdings in Visteon Corp.
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Shares added by 3.52% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,423 shares, 2.56% of the total portfolio. Opus Capital Group, LLC New Purchases: VC , VVI , APTS , ICFI, CBPX, HOFT, ENSG, CPS, MCS, CIO, Added Positions:HON, VCSH, PG, XOM, RHHBY, SMGZY, BAESY, AZN, ITW, TOT, Reduced Positions:VYM, CTRE, ESGR, EIG, ESNT, KFY, NSIT, ASGN, CBM, CR, Sold Out:SANM, AAN, LZB, DFT, CRUS, CLS, ARRS, HA, INN, B, For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC These are the top 5 holdings of Opus Capital Group, LLC Vanguard High Dividend Yield ( VYM ) - 508,043 shares, 9.49% of the total portfolio. Shares reduced by 51.2% Vanguard S&P 500 ( VOO ) - 91,654 shares, 4.87% of the total portfolio.
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728348.0
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2017-10-31 00:00:00 UTC
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Tmd & Associates, Inc Buys iShares MBS ETF, SPDR S&P 500, Sells Synthesis Energy Sys Inc
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DES
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https://www.nasdaq.com/articles/tmd-associates-inc-buys-ishares-mbs-etf-spdr-sp-500-sells-synthesis-energy-sys-inc-2017-10
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nan
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nan
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Tmd & Associates, Inc
New Purchases: MBB , SPY ,
Added Positions: SBUX ,
Reduced Positions:MINT, VUG, EES, GOOGL, CODI,
Sold Out:SYMX,
For the details of TMD & ASSOCIATES, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TMD+%26+ASSOCIATES%2C+INC
These are the top 5 holdings of TMD & ASSOCIATES, INC
Vanguard Growth ( VUG ) - 93,517 shares, 25.78% of the total portfolio. Shares reduced by 3.22%
WisdomTree U.S. MidCap Earnings Fund ( EZM ) - 272,581 shares, 21.08% of the total portfolio. Shares reduced by 0.02%
WisdomTree U.S. MidCap Dividend Fund ( DON ) - 65,957 shares, 13.69% of the total portfolio. Shares reduced by 0.36%
PIMCO Enhanced Short Maturity Active Exchange-Trad ( MINT ) - 47,655 shares, 10.08% of the total portfolio. Shares reduced by 12.81%
WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 51,393 shares, 8.97% of the total portfolio. Shares added by 0.57%
New Purchase: iShares MBS ETF (MBB)
Tmd & Associates, Inc initiated holdings in iShares MBS ETF. The purchase prices were between $106.3 and $107.73, with an estimated average price of $107.11. The stock is now traded at around $106.94. The impact to the portfolio due to this purchase was 0.82%. The holdings were 3,665 shares as of 2017-09-30.
New Purchase: SPDR S&P 500 (SPY)
Tmd & Associates, Inc initiated holdings in SPDR S&P 500. The purchase prices were between $240.55 and $251.23, with an estimated average price of $246.49. The stock is now traded at around $256.75. The impact to the portfolio due to this purchase was 0.56%. The holdings were 1,066 shares as of 2017-09-30.
Sold Out: Synthesis Energy Sys Inc (SYMX)
Tmd & Associates, Inc sold out the holdings in Synthesis Energy Sys Inc. The sale prices were between $0.35 and $0.63, with an estimated average price of $0.45.
MBB 15-Year Financial Data
The intrinsic value of MBB
Peter Lynch Chart of MBB
Premium Members
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares reduced by 12.81% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 51,393 shares, 8.97% of the total portfolio. Tmd & Associates, Inc New Purchases: MBB , SPY , Added Positions: SBUX , Reduced Positions:MINT, VUG, EES, GOOGL, CODI, Sold Out:SYMX, For the details of TMD & ASSOCIATES, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TMD+%26+ASSOCIATES%2C+INC These are the top 5 holdings of TMD & ASSOCIATES, INC Vanguard Growth ( VUG ) - 93,517 shares, 25.78% of the total portfolio. Shares added by 0.57% New Purchase: iShares MBS ETF (MBB) Tmd & Associates, Inc initiated holdings in iShares MBS ETF.
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Shares reduced by 12.81% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 51,393 shares, 8.97% of the total portfolio. Tmd & Associates, Inc New Purchases: MBB , SPY , Added Positions: SBUX , Reduced Positions:MINT, VUG, EES, GOOGL, CODI, Sold Out:SYMX, For the details of TMD & ASSOCIATES, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TMD+%26+ASSOCIATES%2C+INC These are the top 5 holdings of TMD & ASSOCIATES, INC Vanguard Growth ( VUG ) - 93,517 shares, 25.78% of the total portfolio. Shares added by 0.57% New Purchase: iShares MBS ETF (MBB) Tmd & Associates, Inc initiated holdings in iShares MBS ETF.
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Shares reduced by 12.81% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 51,393 shares, 8.97% of the total portfolio. Tmd & Associates, Inc New Purchases: MBB , SPY , Added Positions: SBUX , Reduced Positions:MINT, VUG, EES, GOOGL, CODI, Sold Out:SYMX, For the details of TMD & ASSOCIATES, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TMD+%26+ASSOCIATES%2C+INC These are the top 5 holdings of TMD & ASSOCIATES, INC Vanguard Growth ( VUG ) - 93,517 shares, 25.78% of the total portfolio. Shares reduced by 0.02% WisdomTree U.S. MidCap Dividend Fund ( DON ) - 65,957 shares, 13.69% of the total portfolio.
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Shares reduced by 12.81% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 51,393 shares, 8.97% of the total portfolio. Tmd & Associates, Inc New Purchases: MBB , SPY , Added Positions: SBUX , Reduced Positions:MINT, VUG, EES, GOOGL, CODI, Sold Out:SYMX, For the details of TMD & ASSOCIATES, INC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=TMD+%26+ASSOCIATES%2C+INC These are the top 5 holdings of TMD & ASSOCIATES, INC Vanguard Growth ( VUG ) - 93,517 shares, 25.78% of the total portfolio. The holdings were 3,665 shares as of 2017-09-30.
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728349.0
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2017-10-31 00:00:00 UTC
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The 10 Best Dividend ETFs for Yield-Hungry Investors
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DES
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https://www.nasdaq.com/articles/the-10-best-dividend-etfs-for-yield-hungry-investors-2017-10-31
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
In this market environment, income investing is harder than it has ever been. The 10-year Treasury bond yields 2.4%, with Federal Reserve rate hikes likely at some point in the near future. U.S. equity markets are at all-time highs, with many investors seeing a potential pullback (at least) on the horizon.
Many so-called blue-chip stocks - the type of safe, dividend-paying stocks that income investors seek - are struggling with dividend growth. For instance, Procter & Gamble Co (NYSE: PG ), a long-time retail income investor favorite, has increased its dividend 4% total in the last two years.
One way to manage those problems is through dividend-focused exchange-traded funds. With a wide variety of options available, these ETFs offer excellent liquidity, low expense ratios, diversification in a changing market - and income.
7 Best Dividend Funds for Retirement
These funds don't remove the risks inherent in the market at the moment, but they can mitigate some of them, at much lower cost than mutual funds. Here are 10 of the best dividend ETFs available - each with a slightly different value proposition for the savvy income investor.
10 Best Dividend ETFs to Buy: Vanguard Dividend Appreciation ETF (VIG)
Expense Ratio:
30-day SEC Yield: 1.9%
We'll start with the largest dividend ETF by assets, the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG ). VIG tracks the NASDAQ US Dividend Achievers Select Index, which consists of stocks with a minimum of 10 consecutive years of increasing annual dividends.
The one potential concern with VIG is that its SEC yield actually is relatively low - 1.9% based on the last distribution. Because it targets companies who are growing dividends, it includes a larger share of companies with low payouts and faster growth. But the expense ratio of just 0.08% is one of the lowest in the entire industry, and the ETF has appreciated nicely over the past few years.
Top holdings include (in order) Microsoft Corporation (NASDAQ: MSFT ), Johnson & Johnson (NYSE: JNJ ) and PepsiCo, Inc. (NYSE: PEP ). The portfolio is heavy on industrials - almost 3 - and consumer goods and services - another 28%. Oil and gas - not surprisingly given the crash in crude - isn't represented at all.
Investors focused on higher income may look elsewhere. But for those looking for good liquidity, diversification and potential appreciation, there's a reason VIG has over $25 billion in assets.
10 Best Dividend ETFs to Buy: ALPS Sector Dividend Dogs ETF (SDOG)
Expense Ratio: 0.4%
30-day SEC Yield:
One of the more successful investing strategies has been the "dogs of the Dow" method, in which an investor chooses the 10 highest-yielding stocks in the 30-stock Dow Jones Industrial Average at the end of each year. The ALPS Sector Dividend Dogs ETF (NYSEARCA: SDOG ) tweaks the strategy by selecting the five highest-yielding stocks in each of 10 sectors.
The method creates a diversified fund with a clear value bent - and an impressive yield. The 30-day SEC yield is , thanks to high yielders like General Motors Company (NYSE: GM ), the largest holding, as well as Seagate Technology PLC (NASDAQ: STX ), and Verizon Communications Inc. (NYSE: VZ ).
10 Healthcare Stocks to Buy for a Dividend Lifeline
The expense fee here is a bit high, at 0.4%. But so far, SDOG has been worth it, with five-year annualized returns of 14.5% and a five-star rating from Morningstar. And it seems likely that will be the case going forward as well.
10 Best Dividend ETFs to Buy: Schwab U.S. Dividend Equity ETF (SCHD)
Expense Ratio: 0.07%
30-day SEC Yield:
Investors looking for low expenses and high yield have an attractive choice in the Schwab U.S. Dividend Equity ETF (NYSEARCA: SCHD ). With an expense ratio of just 0.07%, SCHD has the lowest expense ratio of any dividend-focused ETF. And with the ETF tracking the Dow Jones U.S. Dividend 100 index, which focuses on strong high-yielders, the trailing twelve-month distribution yield sits just shy of .
SCHD's holdings consist of well-known, established companies. Intel Corporation (NASDAQ: INTC ), Microsoft and Johnson & Johnson are the top three holdings.
The nature of the portfolio might raise some growth questions, relative to both dividends and capital appreciation. But the ETF has returned over 14% a year since its 2011 inception - so the large-cap names in the portfolio have done well enough so far. For investors focused on income, the ~ yield and blue-chip diversification offsets any potential growth concerns going forward.
10 Best Dividend ETFs to Buy: SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Expense Ratio: 0.07%
30-day SEC Yield:
The SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA: SPYD ) is similar to SCHD. It, too, offers an extremely low 0.07% expense ratio. It follows the S&P 500 High Dividend Index, which has a similar makeup as the index tracked by SCHD.
But SPYD offers a much higher yield - an impressive based on the last distribution. The reason is that SPYD has substantial holdings in real estate and utilities - about 40% of its total assets. SCHD, in contrast, has just 0.52% in utilities and no real estate exposure.
That focus helps current income - but it may change future performance. SPYD, for instance, owns retail REITs Simon Property Group Inc (NYSE: SPG ), Macerich Co (NYSE: MAC ) and GGP Inc (NYSE: GGP ), all of which have struggled of late. And the 19% of assets invested in utility stocks offer limited growth going forward, as usually is the case in the sector.
10 More Retirement Stocks to Buy and Hold for the Rest of Your Life
Performance for both funds has been excellent so far (SPYD, too, is up 14% annualized since inception, though the fund is only two years old). But an investor's choice looking forward comes down in large part to his or her outlook on these two key sectors.
10 Best Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES)
Expense Ratio: 0.38%
30-day SEC Yield: 3.1%
WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) takes a different path toward income than most income-focused ETFs by focusing on small-cap stocks.
As a result, assets under management are a bit smaller - though still solid at ~$2 billion - and the expense ratio is a bit higher, at 0.38%. But for investors concerned about large-cap valuations, DES is an intriguing choice.
DES is solidly diversified from a sector standpoint, with 18%+ in each of industrials and consumer discretionary. Pitney Bowes Inc. (NYSE: PBI ) and GameStop Corp. (NYSE: GME ) are among the top 10 holdings. But the ETF owns over 600 stocks, limiting the impact of any single security.
DES does yield 3.1%, but the ETF has had a relatively disappointing 2017, with total returns of just 4.2% year-to-date. Should that reverse, the higher expense ratio will be well worth paying.
10 Best Dividend ETFs to Buy: PowerShares S&P 500 High Dividend Low Volatility Portfolio (SPHD)
Expense Ratio: 0.
30-day SEC Yield:
One positive attribute of the PowerShares S&P 500 High Dividend Low Volatility Portfolio (NYSEARCA: SPHD ) is that it pays its distributions monthly, not quarterly. While there are a few stocks and ETFs that offer monthly distributions - I highlighted 10 of them back in September - they are rare, and SPHD's 0. expense ratio might be worth paying for investors who appreciate more frequent payouts.
SPHD, as the name suggests, tracks an S&P index comprised of 50 S&P 500 stocks with high yields and low volatility. That makes it, like SPYD, heavy on real estate (2) and utilities (20%). The largest holding is data storage company Iron Mountain Incorporated (Delaware) REIT (NYSE: IRM ), followed by Verizon and Ford Motor Company (NYSE: F ).
6 Cheap Dividend Growth Stocks for Long-Term Rewards
SPHD offers a solid yield - but investors looking for higher yields can target a similar, leveraged play. As I pointed out in September, the ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN (NYSEARCA: HDLV ) leverages a similar index and yields 10%, also paid monthly. But for investors not willing to take on that risk, SPHD should be just fine.
10 Best Dividend ETFs to Buy: FlexShares International Quality Dividend Index Fund (IQDF)
Expense Ratio: 0.47%
30-day SEC Yield:
True diversification requires exposure beyond the U.S., and that's where the FlexShares International Quality Dividend Index Fund (NYSEARCA: IQDF ) comes in. The "smart beta" ETF uses proprietary analysis to target attractive international dividend payers.
IQDF offers an attractive SEC yield just above 5% - and an intriguing portfolio. The UK-listed shares of British American Tobacco PLC (ADR) (NYSE: BTI ) are the fund's largest holding. Showing the geographic diversity, HSBC Holdings plc (ADR) (NYSE: HSBC ) and Unilever plc (ADR) (NYSE: UL ) follow.
Funds under management are still relatively low. The expense ratio, at 0.47%, is on the higher side as well. But assets continue to rise as funds flow in, and with the ETF up 20% year-to-date, that should continue. IQDF adds currency risk, and other issues, but so far it has been worth it.
10 Best Dividend ETFs to Buy: SPDR S&P Dividend ETF (SDY)
Expense Ratio: 0.27%
30-day SEC Yield:
The Legg Mason Low Volatility High Dividend ETF (NASDAQ: LVHD ) offers a nice balance itself. The expense ratio of 0.27% isn't the lowest in the industry, but it is reasonable. The SEC yield is . Return over the past year has been over 12% - below broad markets, admittedly. But a beta of 0.55 suggests a much-lower-risk portfolio, which should minimize volatility going forward, as the name suggests.
Despite sharing a similar strategy to PowerShares' SPHD, LVHD has notably different holdings at the top. Boeing Co (NYSE: BA ) is the company's largest holding (and a big winner over the past year). DowDuPont Inc (NYSE: DWDP ), Emerson Electric Co. (NYSE: EMR ) and United Parcel Service, Inc. (NYSE: UPS ) round out the top four.
LVHD does have a large utility exposure (21%-plus), but should offer more growth than other low volatility funds. And with a yield still available, that makes LVHD a lesser-known, but still-interesting low volatility play.
10 Best Dividend ETFs to Buy: Guggenheim S&P 500 Equal Weight Utilities ETF (RYU)
Expense Ratio: 0.4%
30-day SEC Yield:
Of course, those utility stocks are the classic income investing stock: safe, defensive, and income-generating. But with the market changing as coal exits and solar and wind enter, stock-picking in the space is more challenging than it used to be.
That makes the Guggenheim S&P 500 Equal Weight Utilities ETF (NYSEARCA: RYU ) an intriguing choice. The portfolio has 31 holdings, including Verizon and AT&T along with classic electric plays like NextEra Energy Inc (NYSE: NEE ) and Duke Energy Corp (NYSE: DUK ).
7 Best Dividend Funds for Retirement
RYU yields close to , and the utility-focused nature keeps risk low. In a space that might be more complicated than it used to be, RYU looks like a safer, smarter play.
As of this writing, Vince Martin has no positions in any securities mentioned.
The post The 10 Best Dividend ETFs for Yield-Hungry Investors appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Because it targets companies who are growing dividends, it includes a larger share of companies with low payouts and faster growth. 10 Best Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% 30-day SEC Yield: 3.1% WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) takes a different path toward income than most income-focused ETFs by focusing on small-cap stocks. But for investors concerned about large-cap valuations, DES is an intriguing choice.
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10 Best Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% 30-day SEC Yield: 3.1% WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) takes a different path toward income than most income-focused ETFs by focusing on small-cap stocks. Because it targets companies who are growing dividends, it includes a larger share of companies with low payouts and faster growth. But for investors concerned about large-cap valuations, DES is an intriguing choice.
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Because it targets companies who are growing dividends, it includes a larger share of companies with low payouts and faster growth. 10 Best Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% 30-day SEC Yield: 3.1% WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) takes a different path toward income than most income-focused ETFs by focusing on small-cap stocks. But for investors concerned about large-cap valuations, DES is an intriguing choice.
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Because it targets companies who are growing dividends, it includes a larger share of companies with low payouts and faster growth. 10 Best Dividend ETFs to Buy: WisdomTree U.S. SmallCap Dividend Fund (DES) Expense Ratio: 0.38% 30-day SEC Yield: 3.1% WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) takes a different path toward income than most income-focused ETFs by focusing on small-cap stocks. But for investors concerned about large-cap valuations, DES is an intriguing choice.
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31a556bd-882d-4dbc-9b35-1d1cd7cd2017
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728350.0
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2017-10-25 00:00:00 UTC
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Starfire Investment Advisers, Inc. Buys iShares MSCI EAFE Growth, Apple Inc, Becton, Dickinson ...
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DES
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https://www.nasdaq.com/articles/starfire-investment-advisers-inc-buys-ishares-msci-eafe-growth-apple-inc-becton-dickinson
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nan
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nan
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Starfire Investment Advisers, Inc.
New Purchases: EFG , AAPL , BDX , BMO, VOO, ADNT, BA, TXN,
Added Positions:SCHE, SCHX, IJK, PFE, SCHV, VBR, EFA, SCHM, IJR, VBK,
Reduced Positions:F, HEDJ, IWO, GE, IBM, PJP, VB, CMCSA, NKE,
Sold Out:TIP, MUB, PFF, AGG, BIV, PCY, NYF, BKLN,
For the details of Starfire Investment Advisers, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Starfire+Investment+Advisers%2C+Inc.
These are the top 5 holdings of Starfire Investment Advisers, Inc.
Vanguard Div Appreciation ( VIG ) - 112,120 shares, 6.79% of the total portfolio. Shares added by 0.40%
SPDR S&P Dividend ( SDY ) - 110,318 shares, 6.44% of the total portfolio. Shares added by 0.19%
PowerShares QQQ Trust Series 1 ( QQQ ) - 66,299 shares, 6.16% of the total portfolio. Shares reduced by 0.35%
WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 110,768 shares, 5.95% of the total portfolio. Shares added by 0.12%
iShares S&P Mid-Cap 400 Growth ( IJK ) - 31,994 shares, 4.14% of the total portfolio. Shares added by 1.62%
New Purchase: iShares MSCI EAFE Growth (EFG)
Starfire Investment Advisers, Inc. initiated holdings in iShares MSCI EAFE Growth. The purchase prices were between $73.18 and $77.74, with an estimated average price of $75.76. The stock is now traded at around $75.58. The impact to the portfolio due to this purchase was 1.13%. The holdings were 22,949 shares as of 2017-09-30.
New Purchase: Apple Inc (AAPL)
Starfire Investment Advisers, Inc. initiated holdings in Apple Inc. The purchase prices were between $142.73 and $164.05, with an estimated average price of $155.13. The stock is now traded at around $156.11. The impact to the portfolio due to this purchase was 0.35%. The holdings were 3,584 shares as of 2017-09-30.
New Purchase: Becton, Dickinson and Co (BDX)
Starfire Investment Advisers, Inc. initiated holdings in Becton, Dickinson and Co. The purchase prices were between $191.56 and $205.63, with an estimated average price of $198.67. The stock is now traded at around $210.39. The impact to the portfolio due to this purchase was 0.28%. The holdings were 2,235 shares as of 2017-09-30.
New Purchase: Bank of Montreal (BMO)
Starfire Investment Advisers, Inc. initiated holdings in Bank of Montreal. The purchase prices were between $71.44 and $76.98, with an estimated average price of $74.55. The stock is now traded at around $77.72. The impact to the portfolio due to this purchase was 0.17%. The holdings were 3,500 shares as of 2017-09-30.
New Purchase: Vanguard S&P 500 (VOO)
Starfire Investment Advisers, Inc. initiated holdings in Vanguard S&P 500. The purchase prices were between $220.94 and $230.77, with an estimated average price of $226.45. The stock is now traded at around $234.50. The impact to the portfolio due to this purchase was 0.15%. The holdings were 1,003 shares as of 2017-09-30.
New Purchase: Adient PLC (ADNT)
Starfire Investment Advisers, Inc. initiated holdings in Adient PLC. The purchase prices were between $63.99 and $85.71, with an estimated average price of $70.62. The stock is now traded at around $83.64. The impact to the portfolio due to this purchase was 0.14%. The holdings were 2,677 shares as of 2017-09-30.
Added: Schwab Emerging Markets Equity (SCHE)
Starfire Investment Advisers, Inc. added to the holdings in Schwab Emerging Markets Equity by 24.38%. The purchase prices were between $24.73 and $27.51, with an estimated average price of $26.46. The stock is now traded at around $27.38. The impact to the portfolio due to this purchase was 0.09%. The holdings were 27,868 shares as of 2017-09-30.
Sold Out: iShares TIPS Bond (TIP)
Starfire Investment Advisers, Inc. sold out the holdings in iShares TIPS Bond. The sale prices were between $112.41 and $115.22, with an estimated average price of $113.84.
Sold Out: iShares National Muni Bond (MUB)
Starfire Investment Advisers, Inc. sold out the holdings in iShares National Muni Bond. The sale prices were between $109.85 and $111.66, with an estimated average price of $110.93.
Sold Out: iShares U.S. Preferred Stock ETF (PFF)
Starfire Investment Advisers, Inc. sold out the holdings in iShares U.S. Preferred Stock ETF. The sale prices were between $38.62 and $39.3, with an estimated average price of $38.96.
Sold Out: iShares Core U.S. Aggregate Bond (AGG)
Starfire Investment Advisers, Inc. sold out the holdings in iShares Core U.S. Aggregate Bond. The sale prices were between $108.9 and $110.57, with an estimated average price of $109.77.
Sold Out: Vanguard Intermediate-Term Bond (BIV)
Starfire Investment Advisers, Inc. sold out the holdings in Vanguard Intermediate-Term Bond. The sale prices were between $83.96 and $85.8, with an estimated average price of $84.91.
Sold Out: PowerShares Emerging Markets Sovereign Debt Portfo (PCY)
Starfire Investment Advisers, Inc. sold out the holdings in PowerShares Emerging Markets Sovereign Debt Portfo. The sale prices were between $28.93 and $30.13, with an estimated average price of $29.59.
SCHE 15-Year Financial Data
The intrinsic value of SCHE
Peter Lynch Chart of SCHE
Premium Members
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares reduced by 0.35% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 110,768 shares, 5.95% of the total portfolio. Starfire Investment Advisers, Inc. New Purchases: EFG , AAPL , BDX , BMO, VOO, ADNT, BA, TXN, Added Positions:SCHE, SCHX, IJK, PFE, SCHV, VBR, EFA, SCHM, IJR, VBK, Reduced Positions:F, HEDJ, IWO, GE, IBM, PJP, VB, CMCSA, NKE, Sold Out:TIP, MUB, PFF, AGG, BIV, PCY, NYF, BKLN, For the details of Starfire Investment Advisers, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Starfire+Investment+Advisers%2C+Inc. These are the top 5 holdings of Starfire Investment Advisers, Inc. Vanguard Div Appreciation ( VIG ) - 112,120 shares, 6.79% of the total portfolio.
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Shares reduced by 0.35% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 110,768 shares, 5.95% of the total portfolio. Shares added by 1.62% New Purchase: iShares MSCI EAFE Growth (EFG) Starfire Investment Advisers, Inc. initiated holdings in iShares MSCI EAFE Growth. Added: Schwab Emerging Markets Equity (SCHE) Starfire Investment Advisers, Inc. added to the holdings in Schwab Emerging Markets Equity by 24.38%.
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Shares reduced by 0.35% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 110,768 shares, 5.95% of the total portfolio. Starfire Investment Advisers, Inc. New Purchases: EFG , AAPL , BDX , BMO, VOO, ADNT, BA, TXN, Added Positions:SCHE, SCHX, IJK, PFE, SCHV, VBR, EFA, SCHM, IJR, VBK, Reduced Positions:F, HEDJ, IWO, GE, IBM, PJP, VB, CMCSA, NKE, Sold Out:TIP, MUB, PFF, AGG, BIV, PCY, NYF, BKLN, For the details of Starfire Investment Advisers, Inc.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Starfire+Investment+Advisers%2C+Inc. Shares added by 1.62% New Purchase: iShares MSCI EAFE Growth (EFG) Starfire Investment Advisers, Inc. initiated holdings in iShares MSCI EAFE Growth.
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Shares reduced by 0.35% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 110,768 shares, 5.95% of the total portfolio. Shares added by 1.62% New Purchase: iShares MSCI EAFE Growth (EFG) Starfire Investment Advisers, Inc. initiated holdings in iShares MSCI EAFE Growth. Preferred Stock ETF (PFF) Starfire Investment Advisers, Inc. sold out the holdings in iShares U.S.
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f9897fb7-6731-4514-b80f-556ed037e154
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728351.0
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2017-10-12 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2017-10-12
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.7% of holdings on a weighted basis have experienced insider buying within the past six months.
SemGroup Corp (Symbol: SEMG), which makes up 0.73% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $14,744,485 worth of SEMG, making it the #18 largest holding. The table below details the recent insider buying activity observed at SEMG:
SEMG - last trade: $29.05 - Recent Insider Buys:
And Diebold Nixdorf Inc (Symbol: DBD), the #126 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 8 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $4,643,525 worth of DBD, which represents approximately 0.23% of the ETF's total assets at last check. The recent insider buying activity observed at DBD is detailed in the table below:
DBD - last trade: $22.85 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.7% of holdings on a weighted basis have experienced insider buying within the past six months. SemGroup Corp (Symbol: SEMG), which makes up 0.73% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at SEMG: SEMG - last trade: $29.05 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #126 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 8 directors and officers as recently filing Form 4's indicating purchases.
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SemGroup Corp (Symbol: SEMG), which makes up 0.73% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at SEMG: SEMG - last trade: $29.05 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #126 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 8 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.7% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at SEMG: SEMG - last trade: $29.05 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #126 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 8 directors and officers as recently filing Form 4's indicating purchases. SemGroup Corp (Symbol: SEMG), which makes up 0.73% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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SemGroup Corp (Symbol: SEMG), which makes up 0.73% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at SEMG: SEMG - last trade: $29.05 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #126 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 8 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 10.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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9b984a08-30f0-49be-ac50-7589fe1c2a9e
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728352.0
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2017-09-15 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund Breaks Above 200-Day Moving Average - Bullish for DES
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DES
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https://www.nasdaq.com/articles/wisdomtree-us-smallcap-dividend-fund-breaks-above-200-day-moving-average-bullish-des-2017
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nan
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nan
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $80.75, changing hands as high as $80.94 per share. WisdomTree U.S. SmallCap Dividend Fund shares are currently trading up about 0.2% on the day. The chart below shows the one year performance of DES shares, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $70.24 per share, with $84.36 as the 52 week high point - that compares with a last trade of $80.79.
Click here to find out which 9 other ETFs recently crossed above their 200 day moving average »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $80.75, changing hands as high as $80.94 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $70.24 per share, with $84.36 as the 52 week high point - that compares with a last trade of $80.79. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $80.75, changing hands as high as $80.94 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $70.24 per share, with $84.36 as the 52 week high point - that compares with a last trade of $80.79. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $80.75, changing hands as high as $80.94 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $70.24 per share, with $84.36 as the 52 week high point - that compares with a last trade of $80.79. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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In trading on Friday, shares of the WisdomTree U.S. SmallCap Dividend Fund ETF (Symbol: DES) crossed above their 200 day moving average of $80.75, changing hands as high as $80.94 per share. The chart below shows the one year performance of DES shares, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $70.24 per share, with $84.36 as the 52 week high point - that compares with a last trade of $80.79. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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edc821cd-7dee-4c03-87da-27ab662db7c6
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728353.0
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2017-09-08 00:00:00 UTC
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Insiders Bullish on Certain Holdings of DES
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DES
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https://www.nasdaq.com/articles/insiders-bullish-certain-holdings-des-2017-09-08
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
Covanta Holding Corp (Symbol: CVA), which makes up 1.14% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $21,419,393 worth of CVA, making it the #4 largest holding. The table below details the recent insider buying activity observed at CVA:
CVA - last trade: $14.15 - Recent Insider Buys:
And PBF Energy Inc (Symbol: PBF), the #9 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $17,078,626 worth of PBF, which represents approximately 0.91% of the ETF's total assets at last check. The recent insider buying activity observed at PBF is detailed in the table below:
PBF - last trade: $25.01 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months. Covanta Holding Corp (Symbol: CVA), which makes up 1.14% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CVA: CVA - last trade: $14.15 - Recent Insider Buys: And PBF Energy Inc (Symbol: PBF), the #9 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Covanta Holding Corp (Symbol: CVA), which makes up 1.14% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CVA: CVA - last trade: $14.15 - Recent Insider Buys: And PBF Energy Inc (Symbol: PBF), the #9 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at CVA: CVA - last trade: $14.15 - Recent Insider Buys: And PBF Energy Inc (Symbol: PBF), the #9 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Covanta Holding Corp (Symbol: CVA), which makes up 1.14% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Covanta Holding Corp (Symbol: CVA), which makes up 1.14% of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CVA: CVA - last trade: $14.15 - Recent Insider Buys: And PBF Energy Inc (Symbol: PBF), the #9 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund ( DES ) shows an impressive 11.1% of holdings on a weighted basis have experienced insider buying within the past six months.
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14695670-da83-4058-9cf4-b3192b653c62
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728354.0
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2017-08-11 00:00:00 UTC
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WisdomTree U.S. SmallCap Dividend Fund -- Insider Buying Index Registering 10.2%
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DES
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https://www.nasdaq.com/articles/wisdomtree-us-smallcap-dividend-fund-insider-buying-index-registering-102-2017-08-11
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
Churchill Downs, Inc. (Symbol: CHDN), which makes up 0.24% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $4,646,206 worth of CHDN, making it the #118 largest holding. The table below details the recent insider buying activity observed at CHDN:
CHDN - last trade: $193.25 - Recent Insider Buys:
And Diebold Nixdorf Inc (Symbol: DBD), the #131 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $4,241,203 worth of DBD, which represents approximately 0.22% of the ETF's total assets at last check. The recent insider buying activity observed at DBD is detailed in the table below:
DBD - last trade: $20.40 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. Churchill Downs, Inc. (Symbol: CHDN), which makes up 0.24% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CHDN: CHDN - last trade: $193.25 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #131 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases.
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Churchill Downs, Inc. (Symbol: CHDN), which makes up 0.24% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CHDN: CHDN - last trade: $193.25 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #131 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at CHDN: CHDN - last trade: $193.25 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #131 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. Churchill Downs, Inc. (Symbol: CHDN), which makes up 0.24% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Churchill Downs, Inc. (Symbol: CHDN), which makes up 0.24% of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at CHDN: CHDN - last trade: $193.25 - Recent Insider Buys: And Diebold Nixdorf Inc (Symbol: DBD), the #131 largest holding among components of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES), shows 6 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree U.S. SmallCap Dividend Fund (Symbol: DES) shows an impressive 10.2% of holdings on a weighted basis have experienced insider buying within the past six months.
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15674cea-d110-4c0b-8eae-6d147194226b
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728355.0
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2017-08-08 00:00:00 UTC
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Will Tobacco Troubles Really Char Staples ETFs' Safety?
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DES
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https://www.nasdaq.com/articles/will-tobacco-troubles-really-char-staples-etfs-safety-2017-08-08
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nan
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nan
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On July 28, the U.S. Food and Drug Administration (FDA) proposed to reduce nicotine levels in cigarettes to non-addictive or minimally addictive levels, due to its perilous effects on health. Since, FDA's regulation is aimed at the addictive nature of cigarettes, the latest restriction could lower cigarette consumption and the profitability of tobacco companies.
In any case, governments around the world have been proactive in applying restrictive enforcements on tobacco companies. For example, the FDA made it compulsory for all tobacco makers to seek marketing approval for any tobacco product introduced after February 15, 2007. Moreover, the European Union and the FDA have proposed a ban on menthol in accordance with the Tobacco Control Act.
Following the proposal in late July, stocks of cigarette makers including Altria Group MO , British American Tobacco Plc BTI , Philip Morris International Inc. PM and Vector Group Ltd. VGR fell. However, Philip Morris shares were less hurt in the lot. Most of the stocks were in the red in the last five days (as of August 3, 2017) with MO, BTI, PM and VGR sliding about 11.4%, 6.7%, 3.1% and 6.8%, respectively.
Tobacco's ETF Exposure
Two tobacco companies - Altria and Philip Morris - has huge exposure to consumer staples ETFs. Consumer Staples Select Sector SPDR FundXLP , Fidelity MSCI Consumer Staples Index ETFFSTA and Vanguard Consumer Staples ETFVDC invest about 8-10% of their holdings in Philip Morris (read: ETFs in Focus After Phillip Morris's Downbeat Q2 Results ).
In fact, the three ETFs have about 17-20% of their exposure targeted at the tobacco industry. On the other hand, Altria has considerable exposure to FSTA, iShares Edge MSCI USA Quality Factor ETF QUAL , XLP, VDC and iShares U.S. Consumer Goods ETF IYK . These funds put about 5-6.5% of their assets in Altria (read: Time to Cash in on Cola Earnings with These ETFs? ).
Vector Group has an exposure of about 1.5-3.5% to PowerShares High Yield Equity Dividend Achievers Portfolio ETF PEY and WisdomTree SmallCap Dividend FundDES .
BTI is invested about 3.5% to 4.3% in ETFs like BLDRS Europe Select ADR Index Fund ADRU and BLDRS Developed Markets 100 ADR Index Fund ADRD .
Are Staples ETFs Really in Trouble Over the Long Run?
Most of the above-mentioned ETFs lost in the last five days (as of August 4, 2017). Normally, staple ETFs are known for safety due to their non-cyclical business pattern. However, if tobacco companies continue to get hurt like this, consumer staples' ETFs may see some troubles (read: Tough Time Ahead for Grocery Stocks and ETFs? ).
Investors should note that these tobacco stocks offer decent levels of dividend too with Altria and Phillip Morris offering 3.72% and 3.63% yields (as of August 3, 2017). So, investors' quest for dividend will also likely get burnt in tobacco woes.
But there is a bright side as well. Research house Cowen "does not expect regulatory changes to put tobacco company earnings at risk until at least 2019" as the FDA process is likely to be slow. The FDA is likely to be "considering a delay in implementing new rules for reduced-risk products like e-cigarettes."
As per Cowen, companies like Philip Morris and Turning Point Brands will actually benefit from the FDA's move as these are well positioned to boost their e-cigarette businesses. However, not all players are shielded, so, over the long term, the impact is likely to be mixed.
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SPDR-CONS STPL (XLP): ETF Research Reports
PWRSH-HY EQ DV (PEY): ETF Research Reports
WISTR-US SC DV (DES): ETF Research Reports
VIPERS-CONS STA (VDC): ETF Research Reports
ISHARS-US CN NC (IYK): ETF Research Reports
FID-STAPLES (FSTA): ETF Research Reports
BLDRS-EURO 100 (ADRU): ETF Research Reports
Philip Morris International Inc (PM): Free Stock Analysis Report
British American Tobacco p.l.c. (BTI): Free Stock Analysis Report
Vector Group Ltd. (VGR): Free Stock Analysis Report
BLDRS-DEV MKTS (ADRD): ETF Research Reports
ISHARS-MS US QF (QUAL): ETF Research Reports
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Zacks Investment Research
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Vector Group has an exposure of about 1.5-3.5% to PowerShares High Yield Equity Dividend Achievers Portfolio ETF PEY and WisdomTree SmallCap Dividend FundDES . Click to get this free report SPDR-CONS STPL (XLP): ETF Research Reports PWRSH-HY EQ DV (PEY): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports VIPERS-CONS STA (VDC): ETF Research Reports ISHARS-US CN NC (IYK): ETF Research Reports FID-STAPLES (FSTA): ETF Research Reports BLDRS-EURO 100 (ADRU): ETF Research Reports Philip Morris International Inc (PM): Free Stock Analysis Report British American Tobacco p.l.c. Moreover, the European Union and the FDA have proposed a ban on menthol in accordance with the Tobacco Control Act.
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Click to get this free report SPDR-CONS STPL (XLP): ETF Research Reports PWRSH-HY EQ DV (PEY): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports VIPERS-CONS STA (VDC): ETF Research Reports ISHARS-US CN NC (IYK): ETF Research Reports FID-STAPLES (FSTA): ETF Research Reports BLDRS-EURO 100 (ADRU): ETF Research Reports Philip Morris International Inc (PM): Free Stock Analysis Report British American Tobacco p.l.c. Vector Group has an exposure of about 1.5-3.5% to PowerShares High Yield Equity Dividend Achievers Portfolio ETF PEY and WisdomTree SmallCap Dividend FundDES . Following the proposal in late July, stocks of cigarette makers including Altria Group MO , British American Tobacco Plc BTI , Philip Morris International Inc. PM and Vector Group Ltd. VGR fell.
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Click to get this free report SPDR-CONS STPL (XLP): ETF Research Reports PWRSH-HY EQ DV (PEY): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports VIPERS-CONS STA (VDC): ETF Research Reports ISHARS-US CN NC (IYK): ETF Research Reports FID-STAPLES (FSTA): ETF Research Reports BLDRS-EURO 100 (ADRU): ETF Research Reports Philip Morris International Inc (PM): Free Stock Analysis Report British American Tobacco p.l.c. Vector Group has an exposure of about 1.5-3.5% to PowerShares High Yield Equity Dividend Achievers Portfolio ETF PEY and WisdomTree SmallCap Dividend FundDES . Tobacco's ETF Exposure Two tobacco companies - Altria and Philip Morris - has huge exposure to consumer staples ETFs.
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Vector Group has an exposure of about 1.5-3.5% to PowerShares High Yield Equity Dividend Achievers Portfolio ETF PEY and WisdomTree SmallCap Dividend FundDES . Click to get this free report SPDR-CONS STPL (XLP): ETF Research Reports PWRSH-HY EQ DV (PEY): ETF Research Reports WISTR-US SC DV (DES): ETF Research Reports VIPERS-CONS STA (VDC): ETF Research Reports ISHARS-US CN NC (IYK): ETF Research Reports FID-STAPLES (FSTA): ETF Research Reports BLDRS-EURO 100 (ADRU): ETF Research Reports Philip Morris International Inc (PM): Free Stock Analysis Report British American Tobacco p.l.c. Tobacco's ETF Exposure Two tobacco companies - Altria and Philip Morris - has huge exposure to consumer staples ETFs.
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4f709cd4-b227-4f46-8cd2-38a1bef51dc3
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728356.0
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2017-08-04 00:00:00 UTC
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Opus Capital Group, LLC Buys Dupont Fabros Technology Inc, STORE Capital Corp, Vanguard ...
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DES
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https://www.nasdaq.com/articles/opus-capital-group-llc-buys-dupont-fabros-technology-inc-store-capital-corp-vanguard-2017
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nan
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nan
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Opus Capital Group, LLC
New Purchases: DFT , STOR , CARO , PAG, ROIC, HASI, DOC, MBB, SRE, NTTYY,
Added Positions:VCSH, LCII, CRI, KALU, KFRC, BGCP, NP, HLS, BXMT, FDUS,
Reduced Positions:SANM, ESGR, PG, NSIT, CTRE, ESNT, EIG, HAFC, CLS, CATY,
Sold Out:ACCO, ILG, TPC, HPT, CTB, BC, KAI, SIR, CBZ, LHO,
For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC
These are the top 5 holdings of Opus Capital Group, LLC
Vanguard High Dividend Yield ETF - DNQ ( VYM ) - 1,041,160 shares, 16.11% of the total portfolio. Shares reduced by 1.84%
Vanguard S&P 500 ( VOO ) - 91,204 shares, 4.01% of the total portfolio. Shares added by 7.23%
Vanguard Short-Term Corporate Bond ETF ( VCSH ) - 155,904 shares, 2.47% of the total portfolio. Shares added by 50.61%
Vanguard Total Bond Market ( BND ) - 131,123 shares, 2.12% of the total portfolio. Shares added by 2.44%
WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,922 shares, 2.12% of the total portfolio. Shares added by 0.16%
New Purchase: Dupont Fabros Technology Inc (DFT)
Opus Capital Group, LLC initiated holdings in Dupont Fabros Technology Inc. The purchase prices were between $49.55 and $65.69, with an estimated average price of $54.77. The stock is now traded at around $62.84. The impact to the portfolio due to this purchase was 0.89%. The holdings were 73,661 shares as of 2017-06-30.
New Purchase: STORE Capital Corp (STOR)
Opus Capital Group, LLC initiated holdings in STORE Capital Corp. The purchase prices were between $19.77 and $25.3, with an estimated average price of $22.15. The stock is now traded at around $23.62. The impact to the portfolio due to this purchase was 0.85%. The holdings were 191,658 shares as of 2017-06-30.
New Purchase: Carolina Financial Corp (CARO)
Opus Capital Group, LLC initiated holdings in Carolina Financial Corp. The purchase prices were between $28.56 and $32.98, with an estimated average price of $30.65. The stock is now traded at around $33.75. The impact to the portfolio due to this purchase was 0.8%. The holdings were 124,344 shares as of 2017-06-30.
New Purchase: Penske Automotive Group Inc (PAG)
Opus Capital Group, LLC initiated holdings in Penske Automotive Group Inc. The purchase prices were between $40.97 and $49.05, with an estimated average price of $44.12. The stock is now traded at around $42.21. The impact to the portfolio due to this purchase was 0.78%. The holdings were 90,125 shares as of 2017-06-30.
New Purchase: Retail Opportunity Investments Corp (ROIC)
Opus Capital Group, LLC initiated holdings in Retail Opportunity Investments Corp. The purchase prices were between $18.82 and $22, with an estimated average price of $20.37. The stock is now traded at around $20.10. The impact to the portfolio due to this purchase was 0.76%. The holdings were 198,761 shares as of 2017-06-30.
New Purchase: Hannon Armstrong Sustainable Infrastructure Capita (HASI)
Opus Capital Group, LLC initiated holdings in Hannon Armstrong Sustainable Infrastructure Capita. The purchase prices were between $19.79 and $24.54, with an estimated average price of $22.09. The stock is now traded at around $23.62. The impact to the portfolio due to this purchase was 0.61%. The holdings were 134,442 shares as of 2017-06-30.
Added: Vanguard Short-Term Corporate Bond ETF ( VCSH )
Opus Capital Group, LLC added to the holdings in Vanguard Short-Term Corporate Bond ETF by 50.61%. The purchase prices were between $79.61 and $80.15, with an estimated average price of $79.94. The stock is now traded at around $80.21. The impact to the portfolio due to this purchase was 0.83%. The holdings were 155,904 shares as of 2017-06-30.
Added: LCI Industries Inc (LCII)
Opus Capital Group, LLC added to the holdings in LCI Industries Inc by 853.54%. The purchase prices were between $87.7 and $105.55, with an estimated average price of $95.89. The stock is now traded at around $104.25. The impact to the portfolio due to this purchase was 0.81%. The holdings were 44,702 shares as of 2017-06-30.
Added: Carter's Inc (CRI)
Opus Capital Group, LLC added to the holdings in Carter's Inc by 1070.97%. The purchase prices were between $80.35 and $94.55, with an estimated average price of $88. The stock is now traded at around $89.67. The impact to the portfolio due to this purchase was 0.77%. The holdings were 47,963 shares as of 2017-06-30.
Added: Kaiser Aluminum Corp (KALU)
Opus Capital Group, LLC added to the holdings in Kaiser Aluminum Corp by 1183.73%. The purchase prices were between $77.02 and $88.16, with an estimated average price of $82.85. The stock is now traded at around $96.73. The impact to the portfolio due to this purchase was 0.77%. The holdings were 47,729 shares as of 2017-06-30.
Added: Kforce Inc (KFRC)
Opus Capital Group, LLC added to the holdings in Kforce Inc by 1309.68%. The purchase prices were between $17.6 and $23.75, with an estimated average price of $20.17. The stock is now traded at around $18.90. The impact to the portfolio due to this purchase was 0.76%. The holdings were 210,493 shares as of 2017-06-30.
Added: BGC Partners Inc (BGCP)
Opus Capital Group, LLC added to the holdings in BGC Partners Inc by 753.77%. The purchase prices were between $10.72 and $12.62, with an estimated average price of $11.62. The stock is now traded at around $12.65. The impact to the portfolio due to this purchase was 0.75%. The holdings were 340,849 shares as of 2017-06-30.
Sold Out: ACCO Brands Corp (ACCO)
Opus Capital Group, LLC sold out the holdings in ACCO Brands Corp. The sale prices were between $11.2 and $14.7, with an estimated average price of $12.46.
Sold Out: ILG Inc (ILG)
Opus Capital Group, LLC sold out the holdings in ILG Inc. The sale prices were between $20.5 and $28.49, with an estimated average price of $25.22.
Sold Out: Tutor Perini Corp (TPC)
Opus Capital Group, LLC sold out the holdings in Tutor Perini Corp. The sale prices were between $25.4 and $32.25, with an estimated average price of $28.46.
Sold Out: Cooper Tire & Rubber Co (CTB)
Opus Capital Group, LLC sold out the holdings in Cooper Tire & Rubber Co. The sale prices were between $35.3 and $44.45, with an estimated average price of $38.72.
Sold Out: Hospitality Properties Trust (HPT)
Opus Capital Group, LLC sold out the holdings in Hospitality Properties Trust. The sale prices were between $28.35 and $32.56, with an estimated average price of $30.57.
Sold Out: Brunswick Corp (BC)
Opus Capital Group, LLC sold out the holdings in Brunswick Corp. The sale prices were between $54.31 and $63.34, with an estimated average price of $58.19.
Reduced: Sanmina Corp (SANM)
Opus Capital Group, LLC reduced to the holdings in Sanmina Corp by 45.51%. The sale prices were between $35.6 and $40.6, with an estimated average price of $38.04. The stock is now traded at around $35.85. The impact to the portfolio due to this sale was -0.61%. Opus Capital Group, LLC still held 135,374 shares as of 2017-06-30.
Reduced: Enstar Group Ltd (ESGR)
Opus Capital Group, LLC reduced to the holdings in Enstar Group Ltd by 45.64%. The sale prices were between $184.05 and $200.85, with an estimated average price of $191. The stock is now traded at around $199.75. The impact to the portfolio due to this sale was -0.58%. Opus Capital Group, LLC still held 27,010 shares as of 2017-06-30.
Reduced: Procter & Gamble Co (PG)
Opus Capital Group, LLC reduced to the holdings in Procter & Gamble Co by 28.14%. The sale prices were between $85.87 and $90.8, with an estimated average price of $88.19. The stock is now traded at around $90.86. The impact to the portfolio due to this sale was -0.57%. Opus Capital Group, LLC still held 121,836 shares as of 2017-06-30.
Reduced: Insight Enterprises Inc (NSIT)
Opus Capital Group, LLC reduced to the holdings in Insight Enterprises Inc by 45.57%. The sale prices were between $40.2 and $47.71, with an estimated average price of $42.26. The stock is now traded at around $46.18. The impact to the portfolio due to this sale was -0.56%. Opus Capital Group, LLC still held 120,598 shares as of 2017-06-30.
VCSH 15-Year Financial Data
The intrinsic value of VCSH
Peter Lynch Chart of VCSH
Premium Members
This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Shares added by 2.44% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,922 shares, 2.12% of the total portfolio. Opus Capital Group, LLC New Purchases: DFT , STOR , CARO , PAG, ROIC, HASI, DOC, MBB, SRE, NTTYY, Added Positions:VCSH, LCII, CRI, KALU, KFRC, BGCP, NP, HLS, BXMT, FDUS, Reduced Positions:SANM, ESGR, PG, NSIT, CTRE, ESNT, EIG, HAFC, CLS, CATY, Sold Out:ACCO, ILG, TPC, HPT, CTB, BC, KAI, SIR, CBZ, LHO, For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC These are the top 5 holdings of Opus Capital Group, LLC Vanguard High Dividend Yield ETF - DNQ ( VYM ) - 1,041,160 shares, 16.11% of the total portfolio. New Purchase: Hannon Armstrong Sustainable Infrastructure Capita (HASI) Opus Capital Group, LLC initiated holdings in Hannon Armstrong Sustainable Infrastructure Capita.
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Shares added by 2.44% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,922 shares, 2.12% of the total portfolio. New Purchase: Retail Opportunity Investments Corp (ROIC) Opus Capital Group, LLC initiated holdings in Retail Opportunity Investments Corp. New Purchase: Hannon Armstrong Sustainable Infrastructure Capita (HASI) Opus Capital Group, LLC initiated holdings in Hannon Armstrong Sustainable Infrastructure Capita.
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Shares added by 2.44% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,922 shares, 2.12% of the total portfolio. Opus Capital Group, LLC New Purchases: DFT , STOR , CARO , PAG, ROIC, HASI, DOC, MBB, SRE, NTTYY, Added Positions:VCSH, LCII, CRI, KALU, KFRC, BGCP, NP, HLS, BXMT, FDUS, Reduced Positions:SANM, ESGR, PG, NSIT, CTRE, ESNT, EIG, HAFC, CLS, CATY, Sold Out:ACCO, ILG, TPC, HPT, CTB, BC, KAI, SIR, CBZ, LHO, For the details of Opus Capital Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Opus+Capital+Group%2C+LLC These are the top 5 holdings of Opus Capital Group, LLC Vanguard High Dividend Yield ETF - DNQ ( VYM ) - 1,041,160 shares, 16.11% of the total portfolio. New Purchase: STORE Capital Corp (STOR) Opus Capital Group, LLC initiated holdings in STORE Capital Corp.
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Shares added by 2.44% WisdomTree U.S. SmallCap Dividend Fund ( DES ) - 132,922 shares, 2.12% of the total portfolio. Opus Capital Group, LLC still held 135,374 shares as of 2017-06-30. Opus Capital Group, LLC still held 27,010 shares as of 2017-06-30.
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0e280d06-36ce-4c63-bcaf-f5cc5de0a877
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728357.0
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2017-07-23 00:00:00 UTC
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3 Dividend ETFs to Keep You Invested After Retirement
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DES
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https://www.nasdaq.com/articles/3-dividend-etfs-keep-you-invested-after-retirement-2017-07-23
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nan
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nan
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Congratulations, my friend. You've made it. After many years of hard work, you've achieved your financial independence.
And now, you'd like to keep it.
Fortunately, retirement investing doesn't have to be complicated. A few well-chosen exchange-traded funds can go a long way toward providing you with the capital preservation, growth, and income you'll need to fund a long and happy retirement. To help you in this regard, here are three dividend ETFs that can help form the foundation of your retirement investment portfolio for many years to come.
Strengthen your core
Apologies to Sir Mix-A-Lot, but I like big moats and I cannot lie.
A wide economic moat built upon powerful competitive advantages is the single greatest determinant of business' long-term success, in my opinion. In fact, this is the core principle upon which my personal " Tier 1 " investment philosophy is built. And it's why I was intrigued when I first learned about the iShares Core High Dividend (NYSEMKT: HDV) ETF.
This ETF tracks the Morningstar Dividend Yield Focus Index, which consists of 75 high-yield U.S. stocks of companies that are expected to earn above-average returns on capital over a long period of time thanks to their strong competitive positions. In turn, these high-quality and financially sound businesses are expected to sustain and grow their dividends over time.
The iShares Core High Dividend ETF offers sector diversification, with consumer staples currently comprising the largest allocation at 22%. Energy (16%), healthcare (14%), telecommunications (13%), and industrials (12%) round out the top five, with information technology, utilities, consumer discretionary, and a small sliver of financials making up the rest.
In all, the iShares Core High Dividend ETF currently yields 3.4%, and it sports an ultra-low expense ratio of 0.08%. This high-yield and low cost ETF holds true to its name and could form the core of a retiree's portfolio.
Smaller companies, bigger return
For retirees willing to take on more risk in exchange for the possibility of even greater rewards, small- and mid-cap stocks can deliver higher returns than their larger brethren. And one excellent way to gain exposure to these stocks is through the WisdomTree SmallCap Dividend Fund (NYSEMKT: DES) .
This ETF has roughly 60% of its assets invested in small-cap stocks and about 40% in mid-cap companies. Yet unlike typical small-cap funds, the WisdomTree SmallCap Dividend Fund offers a bountiful yield of nearly 3%. And the fund's expense ratio is reasonable at 0.38%.
With its smaller-company focus, the WisdomTree SmallCap Dividend Fund pairs nicely with a mostly large-cap fund like the iShares Core High Dividend ETF and gives investors access to areas of the U.S stock market they otherwise would miss out on if they owned only large-cap stocks. Even better, a portfolio that contains both large and small companies should have a greater overall expected return profile while still maintaining a lid on volatility.
Add some international flavor
Retirees seeking further diversification may wish to add an international element to their portfolios. One outstanding way to do that is through the WisdomTree Global ex-U.S. Quality Dividend Growth Fund (NYSEMKT: DNL) .
This ETF gives investors access to 300 dividend-paying international companies located in both developed and emerging markets. Weightings are based on fundamental growth and quality factors, including:
Long-term earnings growth expectations.
Three-year historical averages for returns on equity and assets.
Market capitalization of at least $2 billion.
All told, the WisdomTree Global ex-U.S. Quality Dividend Growth Fund -- with its 2% dividend yield and 0.58% expense ratio -- offers retirees a relatively low-cost way to own a diversified collection of high-quality, dividend-paying international stocks. And when combined with the iShares Core High Dividend ETF and the WisdomTree SmallCap Dividend Fund, these ETFs provide a convenient way to own a broad swath of strong, income-generating global businesses.
The $16,122 Social Security bonus most retirees completely overlook
If you're like most Americans, you're a few years (or more) behind on your retirement savings. But a handful of little-known "Social Security secrets" could help ensure a boost in your retirement income. For example: one easy trick could pay you as much as $16,122 more... each year! Once you learn how to maximize your Social Security benefits, we think you could retire confidently with the peace of mind we're all after. Simply click here to discover how to learn more about these strategies .
Joe Tenebruso has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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And one excellent way to gain exposure to these stocks is through the WisdomTree SmallCap Dividend Fund (NYSEMKT: DES) . A wide economic moat built upon powerful competitive advantages is the single greatest determinant of business' long-term success, in my opinion. This ETF tracks the Morningstar Dividend Yield Focus Index, which consists of 75 high-yield U.S. stocks of companies that are expected to earn above-average returns on capital over a long period of time thanks to their strong competitive positions.
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And one excellent way to gain exposure to these stocks is through the WisdomTree SmallCap Dividend Fund (NYSEMKT: DES) . One outstanding way to do that is through the WisdomTree Global ex-U.S. Quality Dividend Growth Fund (NYSEMKT: DNL) . All told, the WisdomTree Global ex-U.S. Quality Dividend Growth Fund -- with its 2% dividend yield and 0.58% expense ratio -- offers retirees a relatively low-cost way to own a diversified collection of high-quality, dividend-paying international stocks.
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And one excellent way to gain exposure to these stocks is through the WisdomTree SmallCap Dividend Fund (NYSEMKT: DES) . With its smaller-company focus, the WisdomTree SmallCap Dividend Fund pairs nicely with a mostly large-cap fund like the iShares Core High Dividend ETF and gives investors access to areas of the U.S stock market they otherwise would miss out on if they owned only large-cap stocks. All told, the WisdomTree Global ex-U.S. Quality Dividend Growth Fund -- with its 2% dividend yield and 0.58% expense ratio -- offers retirees a relatively low-cost way to own a diversified collection of high-quality, dividend-paying international stocks.
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And one excellent way to gain exposure to these stocks is through the WisdomTree SmallCap Dividend Fund (NYSEMKT: DES) . To help you in this regard, here are three dividend ETFs that can help form the foundation of your retirement investment portfolio for many years to come. This ETF tracks the Morningstar Dividend Yield Focus Index, which consists of 75 high-yield U.S. stocks of companies that are expected to earn above-average returns on capital over a long period of time thanks to their strong competitive positions.
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62f8649e-e2b6-4fed-9289-e64b9f4919d9
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728358.0
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2017-06-15 00:00:00 UTC
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Notable ETF Outflow Detected - DES, VGR, PEGI, CVI
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DES
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https://www.nasdaq.com/articles/notable-etf-outflow-detected-des-vgr-pegi-cvi-2017-06-15
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nan
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nan
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $45.0 million dollar outflow -- that's a 2.2% decrease week over week (from 24,650,000 to 24,100,000). Among the largest underlying components of DES, in trading today Vector Group Ltd (Symbol: VGR) is trading flat, Pattern Energy Group Inc (Symbol: PEGI) is up about 0.1%, and CVR Energy Inc (Symbol: CVI) is lower by about 0.1%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $67.56 per share, with $84.36 as the 52 week high point - that compares with a last trade of $81.21. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average » .
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs experienced notable outflows »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $45.0 million dollar outflow -- that's a 2.2% decrease week over week (from 24,650,000 to 24,100,000). These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Among the largest underlying components of DES, in trading today Vector Group Ltd (Symbol: VGR) is trading flat, Pattern Energy Group Inc (Symbol: PEGI) is up about 0.1%, and CVR Energy Inc (Symbol: CVI) is lower by about 0.1%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $67.56 per share, with $84.36 as the 52 week high point - that compares with a last trade of $81.21. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $45.0 million dollar outflow -- that's a 2.2% decrease week over week (from 24,650,000 to 24,100,000).
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $45.0 million dollar outflow -- that's a 2.2% decrease week over week (from 24,650,000 to 24,100,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $67.56 per share, with $84.36 as the 52 week high point - that compares with a last trade of $81.21. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $45.0 million dollar outflow -- that's a 2.2% decrease week over week (from 24,650,000 to 24,100,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $67.56 per share, with $84.36 as the 52 week high point - that compares with a last trade of $81.21. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed).
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1ed63a9d-1cb6-448f-b24b-91d7e6f74fa4
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728359.0
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2017-06-13 00:00:00 UTC
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Tuesday's ETF with Unusual Volume: DES
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DES
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https://www.nasdaq.com/articles/tuesdays-etf-unusual-volume-des-2017-06-13
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nan
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nan
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The WisdomTree SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Tuesday, with over 573,000 shares traded versus three month average volume of about 85,000. Shares of DES were up about 0.1% on the day.
Components of that ETF with the highest volume on Tuesday were Office Depot ( ODP ), trading off about 0.3% with over 3.4 million shares changing hands so far this session, and Hecla Mining ( HL ), down about 0.2% on volume of over 3.0 million shares. York Water ( YORW ) is the component faring the best Tuesday, higher by about 9.4% on the day, while Essendant ( ESND ) is lagging other components of the WisdomTree SmallCap Dividend Fund ETF, trading lower by about 10.7%.
VIDEO: Tuesday's ETF with Unusual Volume: DES
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Tuesday, with over 573,000 shares traded versus three month average volume of about 85,000. Shares of DES were up about 0.1% on the day. VIDEO: Tuesday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The WisdomTree SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Tuesday, with over 573,000 shares traded versus three month average volume of about 85,000. VIDEO: Tuesday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were up about 0.1% on the day.
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The WisdomTree SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Tuesday, with over 573,000 shares traded versus three month average volume of about 85,000. VIDEO: Tuesday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were up about 0.1% on the day.
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The WisdomTree SmallCap Dividend Fund ETF ( DES ) is seeing unusually high volume in afternoon trading Tuesday, with over 573,000 shares traded versus three month average volume of about 85,000. VIDEO: Tuesday's ETF with Unusual Volume: DES The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Shares of DES were up about 0.1% on the day.
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1d9c7187-62e3-4922-ac76-4fdf807ba839
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728360.0
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2017-04-24 00:00:00 UTC
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7 Really Weird ETFs to Buy Now
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DES
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https://www.nasdaq.com/articles/7-really-weird-etfs-to-buy-now-2017-04-24
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nan
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nan
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InvestorPlace - Stock Market News, Stock Advice & Trading Tips
According to ETF.com, there are 1,388 U.S.-listed equity exchange-traded funds. That's a massive number of options for anyone to pick through to find a handful of winners. Some of them absolutely shouldn't exist, but that's the beauty of America, which is home to some great ideas - like the S&P 500 - and some not-so-great ones.
Source: Investment Zen via Flickr (Modified)
Like people, there are some really weird ETFs out there; some you should steer clear of and others you want to embrace and welcome into your world despite their apparent zaniness.
The newest ETF to hit the street is the ETF Industry Exposure & Financial Services ETF (NYSEARCA: TETF ), a mouthful, I'll grant you, but an interesting concept nonetheless. ETFs are booming, so why not ride the industry's coattails to profits?
"Not only are we seeking to capture the performance of the industry, but we're also looking to bring together many of its leaders to leverage their authority as we monitor, research, and benchmark the category's potential future growth," said Guillermo Trias, CEO of Toroso Investments, the ETF provider, in its press release.
Deciding which ETFs get the thumbs up and which get the thumbs down isn't an easy task, especially if you're considering options that aren't the broader-market variety.
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Let me save you some time by identifying seven really weird ETFs to buy now.
Weird ETFs to Buy Now: Stock Split Index Fund (TOFR)
Expenses: 0.55%, or $55 per $10,000 invested annually
The stock split is one of the best signals that management is optimistic about a company's future; that said, it seems like an odd premise for an ETF.
California investor Neil Macneale created the 2 for 1 investment newsletter after reading an article in Forbes magazine in April 1996 by Mark Hulbert that detailed the findings of a Rice University study that showed stock splits outperformed the markets as a whole for up to 36 months after a split.
Ever since, except for a few months when there weren't enough splits to make a qualified choice, Macneale has sold one stock that split 30 months earlier and replaced it with another that had split within six months.
In September 2014, in conjunction with USCF Advisers LLC, the USCF ETF Trust (NYSEARCA: TOFR ) was born. Up 8.83% since inception through March 31, TOFR is an ETF whose premise is battle-tested and proven to work.
Weird ETFs to Buy Now: First Trust Dorsey Wright Focus 5 ETF (FV)
Expenses: 0.89%
The First Trust Exchange Traded Fund VI (NASDAQ: FV ) tracks the performance of the Dorsey Wright Focus Five Index, an index developed by Dorsey Wright that owns the five First Trust sector ETFs with the highest relative strength, hence the name.
Equal-weighted , the index remains the same as long as the five sector-ETFs continue to demonstrate that they will outperform the other First Trust sector ETFs not held in the index. Once a fund fails to keep up its relative strength, another ETF replaces it, and all five rebalance to 20%.
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Morningstar gives it a four-star ranking in the mid-cap growth category over the past three years. Although it has underperformed the S&P 500 since its inception in March 2014, long-term it's a great way to play the hottest industries and sectors.
Weird ETFs to Buy Now: WisdomTree SmallCap Dividend Fund (DES)
Expenses: 0.38%
The WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) tracks the WisdomTree SmallCap Index Fund, a fundamentally weighted index , that captures the bottom 25% of dividend-paying stocks, by market cap in the larger WisdomTree Dividend Index.
There are currently 689 stocks in the index with small-cap stocks (market caps less than $2 billion) accounting for 60% of the portfolio and mid-cap stocks the remaining 40%. The ETF's largest holding as of April 20 is cigarette manufacturer Vector Group Ltd (NYSE: VGR ); VGR has a juicy dividend yield of 7.4%.
Also a four-star fund, according to Morningstar, its long-term performance is very consistent with seven years of positive returns in the last decade. While not cheap at 0.38% annually, you're paying for quality.
Weird ETFs to Buy Now: iShares MSXI Hong Kong ETF (EWH)
Expenses: 0.48%
Well, the simple answer is that much like the Fidelity NASDAQ Comp. Index Trk Stk(ETF) (NASDAQ: ONEQ ) which tracks the Nasdaq , the iShares MSCI Hong Kong Index Fund (ETF) (NYSEARCA: EWH ) tracks the MSCI Hong Kong Index, which is a sampling of large-cap, mid-cap and small-cap stocks listed on the Hong Kong Stock Exchange.
The ETF has 46 stocks, with its top 10 holdings accounting for more than 50% of the fund's $1.6 billion in net assets. Its largest holding is AIA Group, Ltd. (OTCMKTS: AAGIY ), one of Asia's largest insurance companies at a 16.7% weighting.
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If you believe in the future success of China, precisely, and Asia, more generally, this five-star fund is a good one to own even if it's not a country fund.
Weird ETFs to Buy Now: FlexShares Morningstar US Market Factor Tilt Index Fund (TILT)
Expenses: 0.25%
You wouldn't think anyone would want to invest in an ETF focused on pinball machines, but the FlexShares Trust (NYSEARCA: TILT ) proves me wrong.
Just kidding.
TILT doesn't refer to the act of tilting a pinball machine to get the ball to move toward one of your flippers. Rather, it relates to tilting the exposure of the ETF's underlying index to small-cap and value stocks.
TILT tracks the performance of the Morningstar US Market Factor Tilt Index, a collection of 2,529 stocks with market caps between $15 million and $648.6 billion. Small-caps and value stocks get a bigger weighting than if the index was just market-cap weighted. By investing in TILT, you're capturing 99.5% of the investable U.S. equity markets.
The ETF's management expense ratio is a reasonable 0.25% annually with a heavy dose of large-cap stocks (68% of holdings) despite its tilt emphasis. Since its inception in September 2011, TILT has four out of five years of positive annual returns.
I would use it as a core part of your ETF portfolio in place of an S&P 500 ETF.
Weird ETFs to Buy Now: SPDR SSGA Gender Diversity Index ETF (SHE)
Expenses: 0.2%
The SPDR Series Trust SPDR SSGA Gender Diversity Index ETF (NYSEARCA: SHE ) "tracks [the performance of] U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management."
The words above aren't mine, but those from the "Investment Objective" section of SHE's summary prospectus . Over the years, I've been a big supporter of women in the C-suite, not because of political correctness, but because it makes good business sense.
Let's face it; men have had plenty of chances over the years to screw up public companies, why not try seeing how women would do if given half a chance.
SHE is an ETF whose time has come and while I think State Street Corp (NYSE: STT ) should widen the number of companies considered for inclusion in the index - currently the largest 1,000 U.S. stocks by market cap - it's a good start.
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SHE's performance early in its history hasn't been spectacular, but I see this ETF coming on in the years ahead.
Weird ETFs to Buy Now: iShares MSCI Kokusai ETF (TOK)
Expenses: 0.25%
When I first saw the word kokusai in the name iShares MSCI Kokusai ETF (NYSEARCA: TOK ), I immediately thought it was a Japanese country fund. It's not. In fact, it pretty much invests in every developed market ( 22 out of 23 ) in the world except Japan.
The biggest country in the ETF by weighting is the U.S. at 65.2% of the fund's $174 million in net assets. If you add Japan to the mix, the corresponding iShares ETF is the iShares MSCI World ETF (NYSE: URTH ), which gives the U.S. top billing with a weighting of 59.7% ; Japan's second-highest at 8.5%.
Interestingly, URTH is one basis point cheaper than TOK.
So, regarding capturing the performance of developed markets around the world, it comes down to your belief in the Japanese economy going forward versus the U.S. Performance-wise, the two ETFs are equal over the past five- and 10-year periods.
TOK might have the weirder name, but if it were me, I'd go with the entire 23 developed markets and URTH, but both are solid global ETFs.
As of this writing, Will Ashworth did not hold a position in any of the aforementioned securities.
The post 7 Really Weird ETFs to Buy Now appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Source: Investment Zen via Flickr (Modified) Like people, there are some really weird ETFs out there; some you should steer clear of and others you want to embrace and welcome into your world despite their apparent zaniness. Weird ETFs to Buy Now: WisdomTree SmallCap Dividend Fund (DES) Expenses: 0.38% The WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) tracks the WisdomTree SmallCap Index Fund, a fundamentally weighted index , that captures the bottom 25% of dividend-paying stocks, by market cap in the larger WisdomTree Dividend Index. 8 Retail Stocks That Can Win Despite Amazon If you believe in the future success of China, precisely, and Asia, more generally, this five-star fund is a good one to own even if it's not a country fund.
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Weird ETFs to Buy Now: WisdomTree SmallCap Dividend Fund (DES) Expenses: 0.38% The WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) tracks the WisdomTree SmallCap Index Fund, a fundamentally weighted index , that captures the bottom 25% of dividend-paying stocks, by market cap in the larger WisdomTree Dividend Index. Source: Investment Zen via Flickr (Modified) Like people, there are some really weird ETFs out there; some you should steer clear of and others you want to embrace and welcome into your world despite their apparent zaniness. 8 Retail Stocks That Can Win Despite Amazon If you believe in the future success of China, precisely, and Asia, more generally, this five-star fund is a good one to own even if it's not a country fund.
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Weird ETFs to Buy Now: WisdomTree SmallCap Dividend Fund (DES) Expenses: 0.38% The WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) tracks the WisdomTree SmallCap Index Fund, a fundamentally weighted index , that captures the bottom 25% of dividend-paying stocks, by market cap in the larger WisdomTree Dividend Index. Source: Investment Zen via Flickr (Modified) Like people, there are some really weird ETFs out there; some you should steer clear of and others you want to embrace and welcome into your world despite their apparent zaniness. 8 Retail Stocks That Can Win Despite Amazon If you believe in the future success of China, precisely, and Asia, more generally, this five-star fund is a good one to own even if it's not a country fund.
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Source: Investment Zen via Flickr (Modified) Like people, there are some really weird ETFs out there; some you should steer clear of and others you want to embrace and welcome into your world despite their apparent zaniness. Weird ETFs to Buy Now: WisdomTree SmallCap Dividend Fund (DES) Expenses: 0.38% The WisdomTree SmallCap Dividend Fund (ETF) (NYSEARCA: DES ) tracks the WisdomTree SmallCap Index Fund, a fundamentally weighted index , that captures the bottom 25% of dividend-paying stocks, by market cap in the larger WisdomTree Dividend Index. 8 Retail Stocks That Can Win Despite Amazon If you believe in the future success of China, precisely, and Asia, more generally, this five-star fund is a good one to own even if it's not a country fund.
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2017-04-03 00:00:00 UTC
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EisnerAmper Wealth Management Corporate Benefits, LLC Buys WisdomTree Emerging Market SmallCap ...
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https://www.nasdaq.com/articles/eisneramper-wealth-management-corporate-benefits-llc-buys-wisdomtree-emerging-market
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EisnerAmper Wealth Management Corporate Benefits, LLC
New Purchases: DGS , HYG ,
Added Positions: SMB , DES, JKL, VBK, RFG,
Reduced Positions:DEM, DLS, IVW, JNK, PCY, VEA, VYM, TIP, MINT, EFA,
For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC
These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC
iShares S&P 500 Growth ( IVW ) - 134,990 shares, 18.14% of the total portfolio. Shares reduced by 9.81%
Vanguard FTSE Developed Markets ( VEA ) - 333,715 shares, 13.4% of the total portfolio. Shares reduced by 6.82%
WisdomTree Emerging Market SmallCap Fund ( DGS ) - 190,620 shares, 8.74% of the total portfolio. New Position
Vanguard High Dividend Yield ETF - DNQ ( VYM ) - 106,429 shares, 8.45% of the total portfolio. Shares reduced by 7.4%
WisdomTree Trust SmallCap Dividend Fund ( DES ) - 97,657 shares, 8.05% of the total portfolio. Shares added by 5.03%
New Purchase: WisdomTree Emerging Market SmallCap Fund ( DGS )
EisnerAmper Wealth Management Corporate Benefits, LLC initiated holdings in WisdomTree Emerging Market SmallCap Fund. The purchase prices were between $39.11 and $45.57, with an estimated average price of $42.8. The stock is now traded at around $44.99. The impact to the portfolio due to this purchase was 8.74%. The holdings were 190,620 shares as of 2017-03-31.
New Purchase: iShares iBoxx $ High Yield Corporate Bond (HYG)
EisnerAmper Wealth Management Corporate Benefits, LLC initiated holdings in iShares iBoxx $ High Yield Corporate Bond. The purchase prices were between $86.11 and $88.36, with an estimated average price of $87.33. The stock is now traded at around $87.33. The impact to the portfolio due to this purchase was 0.41%. The holdings were 4,564 shares as of 2017-03-31.
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This article first appeared on GuruFocus .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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EisnerAmper Wealth Management Corporate Benefits, LLC New Purchases: DGS , HYG , Added Positions: SMB , DES, JKL, VBK, RFG, Reduced Positions:DEM, DLS, IVW, JNK, PCY, VEA, VYM, TIP, MINT, EFA, For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC iShares S&P 500 Growth ( IVW ) - 134,990 shares, 18.14% of the total portfolio. Shares reduced by 7.4% WisdomTree Trust SmallCap Dividend Fund ( DES ) - 97,657 shares, 8.05% of the total portfolio. New Position Vanguard High Dividend Yield ETF - DNQ ( VYM ) - 106,429 shares, 8.45% of the total portfolio.
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EisnerAmper Wealth Management Corporate Benefits, LLC New Purchases: DGS , HYG , Added Positions: SMB , DES, JKL, VBK, RFG, Reduced Positions:DEM, DLS, IVW, JNK, PCY, VEA, VYM, TIP, MINT, EFA, For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC iShares S&P 500 Growth ( IVW ) - 134,990 shares, 18.14% of the total portfolio. Shares reduced by 7.4% WisdomTree Trust SmallCap Dividend Fund ( DES ) - 97,657 shares, 8.05% of the total portfolio. Shares added by 5.03% New Purchase: WisdomTree Emerging Market SmallCap Fund ( DGS ) EisnerAmper Wealth Management Corporate Benefits, LLC initiated holdings in WisdomTree Emerging Market SmallCap Fund.
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EisnerAmper Wealth Management Corporate Benefits, LLC New Purchases: DGS , HYG , Added Positions: SMB , DES, JKL, VBK, RFG, Reduced Positions:DEM, DLS, IVW, JNK, PCY, VEA, VYM, TIP, MINT, EFA, For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC iShares S&P 500 Growth ( IVW ) - 134,990 shares, 18.14% of the total portfolio. Shares reduced by 7.4% WisdomTree Trust SmallCap Dividend Fund ( DES ) - 97,657 shares, 8.05% of the total portfolio. Shares added by 5.03% New Purchase: WisdomTree Emerging Market SmallCap Fund ( DGS ) EisnerAmper Wealth Management Corporate Benefits, LLC initiated holdings in WisdomTree Emerging Market SmallCap Fund.
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EisnerAmper Wealth Management Corporate Benefits, LLC New Purchases: DGS , HYG , Added Positions: SMB , DES, JKL, VBK, RFG, Reduced Positions:DEM, DLS, IVW, JNK, PCY, VEA, VYM, TIP, MINT, EFA, For the details of EisnerAmper Wealth Management Corporate Benefits, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=EisnerAmper+Wealth+Management+Corporate+Benefits%2C+LLC These are the top 5 holdings of EisnerAmper Wealth Management Corporate Benefits, LLC iShares S&P 500 Growth ( IVW ) - 134,990 shares, 18.14% of the total portfolio. Shares reduced by 7.4% WisdomTree Trust SmallCap Dividend Fund ( DES ) - 97,657 shares, 8.05% of the total portfolio. Shares reduced by 9.81% Vanguard FTSE Developed Markets ( VEA ) - 333,715 shares, 13.4% of the total portfolio.
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2017-03-21 00:00:00 UTC
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New ETF Takes A Smart Look At Small Cap Dividend Stocks
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https://www.nasdaq.com/articles/new-etf-takes-smart-look-small-cap-dividend-stocks-2017-03-21
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Small cap stocks are traditionally known as centers of growth in the global capital markets. These companies often demonstrate greater risk due to their diminished market footprint. However, they also offer compelling performance and diversification dynamics for investors with a higher risk tolerance.
Most exchange-traded funds that track this segment are focused on broad swaths of the small cap category. They typically own hundreds, if not thousands, of individual stocks with market capitalizations of less than $2-$3 billion.
The largest examples are the iShares Core S&P Small Cap ETF (IJR) and the iShares Russell 2000 ETF (IWM). These two funds make excellent core holdings for those who want to expand their portfolios beyond the traditional large-cap dominated benchmarks.
There is also a segment of the small cap market with compelling benefits for more conservative income investors as well. This is the target demographic for the newly released O’Shares FTSE Russell Small Cap Quality DividendETF (OUSM). O’Shares is known for its smart beta dividend portfolios and outspoken Chairman, Kevin O’Leary, of Shark Tank fame.
The index strategy behind OUSM is based on enhanced criteria that screens for three key factors: high quality, low volatility, and high dividend payout rates. The end result is a basket of more than 300 publicly traded stocks plucked from the thousands in the small cap universe with the highest overall scores in those three categories. The stocks with the highest scores are given the greatest weightings within the portfolio as well.
The largest sector allocations within OUSM include: real estate, consumer discretionary, and financial stocks. Furthermore, there is a maximum cap of 3% for any single security to prevent overexposure to a solitary stock.
At present, OUSM carries a 30-day SEC yield of 3.29% and dividends are paid monthly to shareholders. This monthly dividend stream is an attractive feature for income-focused investors that prefer steadier payments rather than the quarterly lump sums offered by many equity funds.
If history is any guide, there is certainly a great deal of potential for this type of ETF to thrive. O’Shares biggest competitor in this space is the WisdomTree SmallCap Dividend Fund (DES), which has over $2 billion in assets and has been in existence since 2006. DES is really the standard by which all other small cap dividend funds will be matched against.
For comparison purposes, DES owns nearly 700 stocks from a broad range of dividend paying companies and weights its constituents according to their payout ratios. This gives the largest share of assets to the stocks that pay the highest yields. The fund offers a similar 30-day SEC yield of 3.33% and dividends are paid monthly as well.
Side by side, it’s easy to note the more concentrated group of stocks in OUSM is due to the additional screening factors that must be satisfied for inclusion in the portfolio. Profitability and trailing volatility scores are not considered when constructing the DES portfolio.
This creates a point of differentiation for investors to evaluate in their search for an appropriate small cap dividend ETF. More factors do not necessarily mean the fund is better. It simply means there are going to be differing holdings selected and weighted over time that will change the risk and performance of the portfolio over varying market cycles.
It’s also worth noting that OUSM has a slightly higher expense ratio of 0.48% versus 0.38% in DES. This may not seem like a meaningful difference, but both funds carry large premiums to a benchmark-type index such as IJR that charges just 0.07% annually. This is common practice among smart-beta funds that offer a unique portfolio construction methodology.
The Bottom Line
As more trading history develops, it will be interesting to note the differences in performance between OUSM and DES. I’m particularly curious if the volatility screens in OUSM will minimize peaks and valleys in this fund relative to other small cap benchmarks. We will only know for sure with time and real-world trading experience.
Both funds offer compelling index methodologies and reasonable expenses for equity-income investors to consider.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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For comparison purposes, DES owns nearly 700 stocks from a broad range of dividend paying companies and weights its constituents according to their payout ratios. O’Shares biggest competitor in this space is the WisdomTree SmallCap Dividend Fund (DES), which has over $2 billion in assets and has been in existence since 2006. DES is really the standard by which all other small cap dividend funds will be matched against.
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O’Shares biggest competitor in this space is the WisdomTree SmallCap Dividend Fund (DES), which has over $2 billion in assets and has been in existence since 2006. DES is really the standard by which all other small cap dividend funds will be matched against. For comparison purposes, DES owns nearly 700 stocks from a broad range of dividend paying companies and weights its constituents according to their payout ratios.
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DES is really the standard by which all other small cap dividend funds will be matched against. O’Shares biggest competitor in this space is the WisdomTree SmallCap Dividend Fund (DES), which has over $2 billion in assets and has been in existence since 2006. For comparison purposes, DES owns nearly 700 stocks from a broad range of dividend paying companies and weights its constituents according to their payout ratios.
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O’Shares biggest competitor in this space is the WisdomTree SmallCap Dividend Fund (DES), which has over $2 billion in assets and has been in existence since 2006. DES is really the standard by which all other small cap dividend funds will be matched against. For comparison purposes, DES owns nearly 700 stocks from a broad range of dividend paying companies and weights its constituents according to their payout ratios.
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2017-02-03 00:00:00 UTC
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Cardiovascular And MedSurg Segments Drove Boston Scientific's Growth In Q4'16
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https://www.nasdaq.com/articles/cardiovascular-and-medsurg-segments-drove-boston-scientifics-growth-q416-2017-02-03
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Boston Scientific's ( BSX ) stock price has shot up by approximately 5% following its Q4'16 earnings announcement. This is because the company's revenues in the quarter were slightly above its previously guided range and the consensus estimates. Driving the company's growth in the quarter were its Cardiovascular and MedSurg Segments, which witnessed 11% and 12% growth, respectively. Furthermore, Boston Scientific's growth prospects in 2017 remain strong. We summarize the key metrics reported by the company in the following table:
Source: Sec filings
Boston Scientific Gaining Market Share In ICD Market With The Strong Adoption of Synergy DES
The growth in the Interventional Cardiology segment, which constituted around 30% of the company's overall revenues in the quarter, was driven by continued strength in drug-eluting stents ( DES ). Boston Scientific saw double-digit growth in its global DES sales, which was led by the strong adoption of its Synergy DES. It is worth noting that Synergy DES constituted more than 50% of the company's overall DES mix in 2016. Tough Synergy was only approved by the FDA in October 2015, it now constitutes a major portion of the overall DES mix. This is indicative of the fact that Synergy is witnessing strong demand and driving the sales for the Boston Scientific.
Furthermore, Boston Scientific's Synergy is gaining a lead over Abbott's Absorb on the grounds of increased perception of safety. In the near-term, we can expect Boston Scientific to see improvement in its interventional cardiology market share. This can provide the company incremental revenues. Furthermore, the company got the approval for Synergy DES in China during this quarter. This is significant considering that China's ICD market is expected to expanding at a high rate .
Recent Acquisitions Drove The MedSurg Segment's Growth
Boston Scientific was able to maintain a double-digit growth in its MedSurg segment in Q4 as well. In the previous quarter, the company posted organic growth of 10% for the segment. Boston Scientific's growth in this segment was led by its urology and pelvic health segment, which grew by 14%. Furthermore, the company witnessed a double-digit growth in its Endoscopy segment. It should be noted that the company has been active in expanding its portfolio in the MedSurg business through acquisitions, resulting in incremental revenues for the company. Moreover, it helped the company to fill-in the product gaps.
In June 2016, Boston Scientific announced the acquisition of the LumenR™ Tissue Retractor System from LumenR LLC for an undisclosed amount. Further, the company recently completed the acquisition of Endochoice in a deal valued at $210 million. In addition, the company had acquired Xlumena in 2015. We can expect Boston Scientific to continue with its acquisitions going into next fiscal year.
Please let us know your views by commenting in the box below.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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We summarize the key metrics reported by the company in the following table: Source: Sec filings Boston Scientific Gaining Market Share In ICD Market With The Strong Adoption of Synergy DES The growth in the Interventional Cardiology segment, which constituted around 30% of the company's overall revenues in the quarter, was driven by continued strength in drug-eluting stents ( DES ). Boston Scientific saw double-digit growth in its global DES sales, which was led by the strong adoption of its Synergy DES. It is worth noting that Synergy DES constituted more than 50% of the company's overall DES mix in 2016.
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We summarize the key metrics reported by the company in the following table: Source: Sec filings Boston Scientific Gaining Market Share In ICD Market With The Strong Adoption of Synergy DES The growth in the Interventional Cardiology segment, which constituted around 30% of the company's overall revenues in the quarter, was driven by continued strength in drug-eluting stents ( DES ). Boston Scientific saw double-digit growth in its global DES sales, which was led by the strong adoption of its Synergy DES. It is worth noting that Synergy DES constituted more than 50% of the company's overall DES mix in 2016.
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We summarize the key metrics reported by the company in the following table: Source: Sec filings Boston Scientific Gaining Market Share In ICD Market With The Strong Adoption of Synergy DES The growth in the Interventional Cardiology segment, which constituted around 30% of the company's overall revenues in the quarter, was driven by continued strength in drug-eluting stents ( DES ). Boston Scientific saw double-digit growth in its global DES sales, which was led by the strong adoption of its Synergy DES. It is worth noting that Synergy DES constituted more than 50% of the company's overall DES mix in 2016.
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Boston Scientific saw double-digit growth in its global DES sales, which was led by the strong adoption of its Synergy DES. We summarize the key metrics reported by the company in the following table: Source: Sec filings Boston Scientific Gaining Market Share In ICD Market With The Strong Adoption of Synergy DES The growth in the Interventional Cardiology segment, which constituted around 30% of the company's overall revenues in the quarter, was driven by continued strength in drug-eluting stents ( DES ). It is worth noting that Synergy DES constituted more than 50% of the company's overall DES mix in 2016.
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2017-01-09 00:00:00 UTC
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What Wall Street And Capitol Hill Could Have In Store For 2017
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https://www.nasdaq.com/articles/what-wall-street-and-capitol-hill-could-have-store-2017-2017-01-09
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By WisdomTree :
By Jeremy J Siegel, Senior Investment Strategy Advisor
The final two months of 2016 have delivered plenty of excitement for investors. First, there was Donald Trump's surprising victory in the November presidential election. Then the Federal Reserve (Fed) finally got around to raising interest rates, as was widely expected, last month.
As 2016 drew to a close, U.S. equities resided near record highs with investors eyeing the next significant round-number conquests for major U.S. indexes, such as the S&P 500 and the Dow Jones Industrial Average. Although the market didn't break 20,000 last year, 2016 has been quite a ride.
Heading into 2017, claims that stocks are pricey may be exaggerated. The S&P 500 trades at 20 times operating earnings, which is not inexpensive, but not unreasonable considering interest rates remain low. While there are plenty of unknown factors impacting stocks heading into 2017, earnings growth should be healthy. Although I view S&P's estimate for operating earnings of $131 per share as overly optimistic, I hope we can see earnings of $120 per share, which would put the current price-to-earnings (P/E) ratio between 18 and 19 (based on December 22 prices). 1
President Trump: The Wildcard That Wasn't
The results of the 2016 presidential election are among the most stunning in modern U.S. political history, but that shock was limited to a matter of hours in U.S. equity markets as stocks have clearly come to grips with President Trump. With U.S. election uncertainty in the rearview mirror, investors can begin focusing on Trump's policies and the potential impact on various asset classes.
For example, Trump pledged to lower corporate taxes within his first 100 days in office, a move that the equity markets would widely embrace. Since Election Day, mid- and small-cap stocks have been thumping large caps because smaller companies typically generate the bulk of their revenue within the U.S. and would be most influenced by a lower tax rate, and they do not have the strong headwinds of a rising dollar. 2
Another tax reform effort to monitor is rolling back dividend taxes, which rose under the outgoing administration. S&P 500 dividend growth has been slowing over the past several years, and at the end of the third quarter, the payout ratio on the benchmark equity index was nearly 40%, 3 toward the lower end of the averages seen over the past several decades. A drop in the dividend tax rate could give dividend-paying stocks a nice boost.
Can Trump and the Fed Play Nice?
Following the Fed's interest rate hike earlier this month, its first and only such move last year, Chair Janet Yellen signaled she expects the U.S. central bank to increase rates as many as three times in 2017.
But raising three times is in no way a slam dunk. As we saw coming into 2016, what the Fed says it wants to do and what it ultimately does can be two very different things. A year ago, investors were expecting the Fed to raise rates as many as four times in 2016, but that number turned out to be just one.
There are several issues to consider regarding the new president's relationship with the Fed, including Trump's ambitious infrastructure plans, which would obviously be hampered by higher borrowing costs. The new president also has the opportunity to shape the Fed more in his view. As I've previously noted, there are two openings for governors that the Fed would like to see filled, and Trump can make those appointments immediately after confirmation.
Looking Overseas
Post-election dollar strength has been a boon for Japanese stocks as the yen has tumbled. Notably, Prime Minister Shinzo Abe was the first global leader to meet with Trump, potentially giving Japan added gravitas with the new U.S. president. As the U.S. economy gains steam, Japan has a tendency to follow. 4
On the heels of the recent Italian referendum that added momentum to the global populist swell, the eurozone is another region to watch in 2017 as Germany, France and the Netherlands all will hold elections during the year.
Emerging market equities performed well in most of 2016 as the dollar slumped and the Fed remained in the "lower for longer" camp, but Trump's victory has been a near-term drag on emerging stocks and debt. Additionally, there is political risk in Brazil and Turkey, to name a couple of places, heading into 2017. Still, P/E ratios on emerging market stocks remain low compared to developed market counterparts, while earnings and economic growth are turning for the better. 5
Sources
Robert Huebscher, "Jeremy Siegel - Why Long-Term Investors Should Own Stocks: Bonds Are 'Dangerous,'" Advisor Perspectives, 11/28/16.
Jeremy Schwartz and Josh Russell, "Impact of Potential Tax Reform: Size and Sector Analysis," WisdomTree, 12/13/16.
FactSet Dividend Quarterly, 9/22/16.
Quentin Webb, "Pacific Partnership," Reuters, 12/19/16.
"Outlook on Emerging Markets," Lazard Asset Management, 10/16.
Important Risks Related to this Article
Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation and intervention or political developments.
Investments focused in Japan increase the impact of events and developments associated with the region, which can adversely affect performance.
Jeremy J Siegel, Senior Investment Strategy Advisor
Jeremy J. Siegel, WisdomTree's Senior Investment Strategy Advisor, is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. Professor Siegel has written and lectured extensively about the economy and financial markets and is a regular contributor to the financial news media. In 1994, he received the highest teaching rating in a ranking of business school professors conducted by BusinessWeek magazine. His book Stocks for the Long Run was named by The Washington Post as one of the 10 best investment books of all time. His latest book, The Future for Investors, is a bestseller.
See also The Dividend Dogs Could Be The Sweet Spot For Income Seekers In 2017 on seekingalpha.com
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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The S&P 500 trades at 20 times operating earnings, which is not inexpensive, but not unreasonable considering interest rates remain low. S&P 500 dividend growth has been slowing over the past several years, and at the end of the third quarter, the payout ratio on the benchmark equity index was nearly 40%, 3 toward the lower end of the averages seen over the past several decades. As 2016 drew to a close, U.S. equities resided near record highs with investors eyeing the next significant round-number conquests for major U.S. indexes, such as the S&P 500 and the Dow Jones Industrial Average.
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The S&P 500 trades at 20 times operating earnings, which is not inexpensive, but not unreasonable considering interest rates remain low. S&P 500 dividend growth has been slowing over the past several years, and at the end of the third quarter, the payout ratio on the benchmark equity index was nearly 40%, 3 toward the lower end of the averages seen over the past several decades. By WisdomTree : By Jeremy J Siegel, Senior Investment Strategy Advisor The final two months of 2016 have delivered plenty of excitement for investors.
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The S&P 500 trades at 20 times operating earnings, which is not inexpensive, but not unreasonable considering interest rates remain low. S&P 500 dividend growth has been slowing over the past several years, and at the end of the third quarter, the payout ratio on the benchmark equity index was nearly 40%, 3 toward the lower end of the averages seen over the past several decades. 1 President Trump: The Wildcard That Wasn't The results of the 2016 presidential election are among the most stunning in modern U.S. political history, but that shock was limited to a matter of hours in U.S. equity markets as stocks have clearly come to grips with President Trump.
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The S&P 500 trades at 20 times operating earnings, which is not inexpensive, but not unreasonable considering interest rates remain low. S&P 500 dividend growth has been slowing over the past several years, and at the end of the third quarter, the payout ratio on the benchmark equity index was nearly 40%, 3 toward the lower end of the averages seen over the past several decades. Then the Federal Reserve (Fed) finally got around to raising interest rates, as was widely expected, last month.
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2017-01-07 00:00:00 UTC
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5 Top Index Funds to Buy in January for a Profitable 2017
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https://www.nasdaq.com/articles/5-top-index-funds-buy-january-profitable-2017-2017-01-07
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Low-cost index funds are quite possibly one of the best inventions for individual investors. Index funds provide instant diversification without the outrageous fees many mutual funds charge. Also, by definition, they are designed to track certain indexes. That may not sound like a great thing on the surface, but tracking the S&P 500 , for example, and reinvesting those dividends has been a pretty lucrative investment over the long term.
^SPX data by YCharts .
If you're looking to add some diversification to your portfolio through index funds, our contributors have some ideas for you. Five index funds that look attractive today are the Vanguard Industrials ETF (NYSEMKT: VIS) , the SPDR S&P Regional Banking ETF (NYSEMKT: KRE) , the Vanguard FTSE All-World ex-US ETF (NYSEMKT: VEU) , the WisdomTree SmallCap Dividend ETF (NYSEMKT: DES) , and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) . Here's a quick breakdown of why you should consider these in 2017.
SCHD Total Return Price data by YCharts .
Of course, the S&P 500 is not the benchmark index (and by definition, no index ETF outperforms its underlying index), but it's still useful context for how this fund performs. It has grown quite a bit since 2011 and now has $4.7 billion in assets under management, showing its growing popularity among investors seeking income. After posting a strong 2016, perhaps the Schwab U.S. Dividend Equity ETF can do likewise in 2017.
10 stocks we like better than Vanguard Industrials ETF
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Click here to learn about these picks!
*Stock Advisor returns as of Nov. 7, 2016.
Dan Caplinger has no position in any stocks mentioned. Daniel Miller has no position in any stocks mentioned. Evan Niu, CFA , owns shares of and The Motley Fool owns shares of and recommends Netflix. Neha Chamaria has no position in any stocks mentioned. Tyler Crowe and The Motley Fool own shares of General Electric. The Motley Fool has a disclosure policy .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Also, by definition, they are designed to track certain indexes. Five index funds that look attractive today are the Vanguard Industrials ETF (NYSEMKT: VIS) , the SPDR S&P Regional Banking ETF (NYSEMKT: KRE) , the Vanguard FTSE All-World ex-US ETF (NYSEMKT: VEU) , the WisdomTree SmallCap Dividend ETF (NYSEMKT: DES) , and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) . That may not sound like a great thing on the surface, but tracking the S&P 500 , for example, and reinvesting those dividends has been a pretty lucrative investment over the long term.
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Five index funds that look attractive today are the Vanguard Industrials ETF (NYSEMKT: VIS) , the SPDR S&P Regional Banking ETF (NYSEMKT: KRE) , the Vanguard FTSE All-World ex-US ETF (NYSEMKT: VEU) , the WisdomTree SmallCap Dividend ETF (NYSEMKT: DES) , and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) . Also, by definition, they are designed to track certain indexes. After posting a strong 2016, perhaps the Schwab U.S. Dividend Equity ETF can do likewise in 2017.
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Five index funds that look attractive today are the Vanguard Industrials ETF (NYSEMKT: VIS) , the SPDR S&P Regional Banking ETF (NYSEMKT: KRE) , the Vanguard FTSE All-World ex-US ETF (NYSEMKT: VEU) , the WisdomTree SmallCap Dividend ETF (NYSEMKT: DES) , and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) . Also, by definition, they are designed to track certain indexes. Of course, the S&P 500 is not the benchmark index (and by definition, no index ETF outperforms its underlying index), but it's still useful context for how this fund performs.
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Five index funds that look attractive today are the Vanguard Industrials ETF (NYSEMKT: VIS) , the SPDR S&P Regional Banking ETF (NYSEMKT: KRE) , the Vanguard FTSE All-World ex-US ETF (NYSEMKT: VEU) , the WisdomTree SmallCap Dividend ETF (NYSEMKT: DES) , and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) . Also, by definition, they are designed to track certain indexes. Of course, the S&P 500 is not the benchmark index (and by definition, no index ETF outperforms its underlying index), but it's still useful context for how this fund performs.
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2016-12-20 00:00:00 UTC
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The 3 Best Dividend ETFs for 2017
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https://www.nasdaq.com/articles/the-3-best-dividend-etfs-for-2017
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips
While there has been a spate of dividend increases from S&P 500 member firms over the past several years, some of which extend lengthy histories of payout boosts, the concerning reality is that dividend growth in the U.S. is actually slowing.
Source: Simon Cunningham via Flickr
The current payout ratio on the S&P 500 is 44.4%, which is disappointing considering the aforementioned post-financial crisis surge in payouts. That payout ratio is even more of a dud when learning that the 80-year average payout ratio for the benchmark U.S. equity index is 51.4% .
Tepid payout growth puts added importance on proper analysis and selection of dividend exchange-traded funds. Not only that, but there are potentially mixed messages regarding some dividend ETFs heading into 2017.
For example, the Federal Reserve raised interest rates last week and is looking to do more of the same, possibly three times, next year. That means those dividend ETFs heavy on rate-sensitive sectors could be vulnerable .
On the other hand, some dividend ETFs could have the wind at their backs if President-elect Donald Trump is successful in getting Congress to revise tax provisions that have previously encouraged companies to stash mountains of cash outside the U.S.
"Moody's estimates there will be $1.3 trillion in corporate cash sitting overseas by the end of 2016, including $230 billion held by Apple Inc. (NASDAQ:AAPL) alone," according to Forbes .
The 7 Best Monthly Dividend Stocks for 2017
With eyes on Capitol Hill and the Fed, let's look at some dividend ETFs that could thrive in 2017.
The Best Dividend ETFs: Schwab U.S. Dividend Equity ETF (SCHD)
Expense ratio: 0.07% per year, or $7 on a $10,000 stake.
Dividend yield: 2.6%.
The Schwab Strategic Trust (NYSEARCA: SCHD ) is one of the size kings among U.S. dividend ETFs as confirmed by its $4.9 billion in assets under management, but for frugal income investors, there is another reason to know SCHD. With its aforementioned annual fee of just 0.07% SCHD is the least expensive dividend ETF on the market.
SCHD tracks the Dow Jones U.S. Dividend 100 Index, which not only features some of the largest U.S. dividend payers, but also companies with dividend increase streaks of at least a decade. This dividend ETF is home to 116 stocks.
While SCHD's 24.4% weight to consumer staples, a sector that is pricey and rate-sensitive, is potentially concerning as the Fed turns hawkish, the ETF more than offsets its staple exposure with allocations to cyclical sectors that should perform well as rates climb higher. For example, SCHD allocates over 48% of its combined weight to cyclical technology, industrial and energy stocks.
Nine of SCHD's top 10 holdings are members of the Dow Jones Industrial Average , with PepsiCo, Inc. (NYSE: PEP ) being the outlier.
The Best Dividend ETFs: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
Expenses: 0.35%.
Dividend yield:
The ProShares S&P 500 Dividend Aristocrats ETF (NYSEARCA: NOBL ) has quickly become a force to be reckoned with. In just over three years on the market, NOBL has been one of the best dividend ETFs in terms of asset-gathering acumen (nearly $2.7 billion in assets).
More importantly, NOBL has also been one of the best dividend ETFs in terms of performance over that stretch, returning more than 34% while easily topping the largest U.S. dividend ETF since inception.
NOBL is also one of the best dividend ETFs for income investors looking dependable dividend growth. NOBL mandates its holdings have payout increase streaks of at least 25 years. Dividend stocks in NOBL's lineup include Dow Jones components 3M Co (NYSE: MMM ), Johnson & Johnson (NYSE: JNJ ) and Exxon Mobil Corporation (NYSE: XOM ).
NOBL's dividend growth potential is particularly notable at a time when data indicate U.S. inflation is creeping higher. Dividend growth has historically outpaced inflation, underscoring the utility of dividend ETFs like NOBL in the year ahead.
The 10 Best Stocks to Buy for 2017
A drawback with NOBL is its relatively shallow roster of just 50 stocks .
The Best Dividend ETFs: WisdomTree SmallCap Dividend Fund ( DES )
Expenses: 0.38%.
Dividend yield:
Small-cap stocks are becoming increasingly important parts of the dividend equation , and one of the best dividend for accessing that theme is the venerable WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ).
DES follows the WisdomTree SmallCap Dividend Index , which is a departure from ordinary small-cap indexes in that it is dividend-weighted. DES's emphasis on cash dividends helps mute the ETF's volatility compared to other small-cap indexes.
DES could be one of the best dividend ETFs in 2017 for another reason. President-elect Donald Trump has signaled some support for a stronger dollar, and if the Fed raises interest rates again, the greenback is likely to move higher. This is actually good news for smaller stocks, such as those found in DES, because small caps generate the bulk of their revenue in the U.S., meaning a stronger dollar is an advantage.
As of this writing, Todd Shriber owned shares of JNJ.
The post The 3 Best Dividend ETFs for 2017 appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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This is actually good news for smaller stocks, such as those found in DES, because small caps generate the bulk of their revenue in the U.S., meaning a stronger dollar is an advantage. The Best Dividend ETFs: WisdomTree SmallCap Dividend Fund ( DES ) Expenses: 0.38%. Dividend yield: Small-cap stocks are becoming increasingly important parts of the dividend equation , and one of the best dividend for accessing that theme is the venerable WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ).
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The Best Dividend ETFs: WisdomTree SmallCap Dividend Fund ( DES ) Expenses: 0.38%. Dividend yield: Small-cap stocks are becoming increasingly important parts of the dividend equation , and one of the best dividend for accessing that theme is the venerable WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ). DES follows the WisdomTree SmallCap Dividend Index , which is a departure from ordinary small-cap indexes in that it is dividend-weighted.
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Dividend yield: Small-cap stocks are becoming increasingly important parts of the dividend equation , and one of the best dividend for accessing that theme is the venerable WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ). The Best Dividend ETFs: WisdomTree SmallCap Dividend Fund ( DES ) Expenses: 0.38%. DES follows the WisdomTree SmallCap Dividend Index , which is a departure from ordinary small-cap indexes in that it is dividend-weighted.
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Dividend yield: Small-cap stocks are becoming increasingly important parts of the dividend equation , and one of the best dividend for accessing that theme is the venerable WisdomTree SmallCap Dividend Fund (NYSEARCA: DES ). The Best Dividend ETFs: WisdomTree SmallCap Dividend Fund ( DES ) Expenses: 0.38%. DES follows the WisdomTree SmallCap Dividend Index , which is a departure from ordinary small-cap indexes in that it is dividend-weighted.
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2016-10-28 00:00:00 UTC
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Targa Resources, Inc. (TRGP) Ex-Dividend Date Scheduled for October 31, 2016
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https://www.nasdaq.com/articles/targa-resources-inc-trgp-ex-dividend-date-scheduled-october-31-2016-2016-10-28
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Targa Resources, Inc. ( TRGP ) will begin trading ex-dividend on October 31, 2016. A cash dividend payment of $0.91 per share is scheduled to be paid on November 15, 2016. Shareholders who purchased TRGP prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 5th quarter that TRGP has paid the same dividend. At the current stock price of $46.63, the dividend yield is 7.81%.
The previous trading day's last sale of TRGP was $46.63, representing a -20.79% decrease from the 52 week high of $58.87 and a 220.48% increase over the 52 week low of $14.55.
TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). TRGP's current earnings per share, an indicator of a company's profitability, is $.32. Zacks Investment Research reports TRGP's forecasted earnings growth in 2016 as -128.29%, compared to an industry average of -7.6%.
For more information on the declaration, record and payment dates, visit the TRGP Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to TRGP through an Exchange Traded Fund [ETF]?
The following ETF(s) have TRGP as a top-10 holding:
Guggenheim Global Dividend Opportunities Index ETF ( LVL )
WisdomTree Trust SmallCap Dividend Fund ( DES )
Vanguard Small-Cap Value ETF - DNQ ( VBR ).
The top-performing ETF of this group is LVL with an increase of 1.33% over the last 100 days. It also has the highest percent weighting of TRGP at 6.31%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: Guggenheim Global Dividend Opportunities Index ETF ( LVL ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Vanguard Small-Cap Value ETF - DNQ ( VBR ). Shareholders who purchased TRGP prior to the ex-dividend date are eligible for the cash dividend payment.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: Guggenheim Global Dividend Opportunities Index ETF ( LVL ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Vanguard Small-Cap Value ETF - DNQ ( VBR ).
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The following ETF(s) have TRGP as a top-10 holding: Guggenheim Global Dividend Opportunities Index ETF ( LVL ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Vanguard Small-Cap Value ETF - DNQ ( VBR ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). Shareholders who purchased TRGP prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have TRGP as a top-10 holding: Guggenheim Global Dividend Opportunities Index ETF ( LVL ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Vanguard Small-Cap Value ETF - DNQ ( VBR ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). A cash dividend payment of $0.91 per share is scheduled to be paid on November 15, 2016.
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2016-09-28 00:00:00 UTC
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Covanta Holding Corporation (CVA) Ex-Dividend Date Scheduled for September 29, 2016
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https://www.nasdaq.com/articles/covanta-holding-corporation-cva-ex-dividend-date-scheduled-september-29-2016-2016-09-28
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Covanta Holding Corporation ( CVA ) will begin trading ex-dividend on September 29, 2016. A cash dividend payment of $0.25 per share is scheduled to be paid on October 07, 2016. Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 9th quarter that CVA has paid the same dividend. At the current stock price of $15.23, the dividend yield is 6.57%.
The previous trading day's last sale of CVA was $15.23, representing a -17.99% decrease from the 52 week high of $18.57 and a 22.04% increase over the 52 week low of $12.48.
CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). CVA's current earnings per share, an indicator of a company's profitability, is $.31. Zacks Investment Research reports CVA's forecasted earnings growth in 2016 as -295.92%, compared to an industry average of 26.8%.
For more information on the declaration, record and payment dates, visit the CVA Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVA through an Exchange Traded Fund [ETF]?
The following ETF(s) have CVA as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 7.87% over the last 100 days. It also has the highest percent weighting of CVA at 0.95%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 7.87% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 7.87% over the last 100 days.
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 7.87% over the last 100 days.
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2016-09-27 00:00:00 UTC
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Royal Gold, Inc. (RGLD) Ex-Dividend Date Scheduled for September 28, 2016
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https://www.nasdaq.com/articles/royal-gold-inc-rgld-ex-dividend-date-scheduled-september-28-2016-2016-09-27
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Royal Gold, Inc. ( RGLD ) will begin trading ex-dividend on September 28, 2016. A cash dividend payment of $0.23 per share is scheduled to be paid on October 14, 2016. Shareholders who purchased RGLD prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 4th quarter that RGLD has paid the same dividend. At the current stock price of $80.07, the dividend yield is 1.15%.
The previous trading day's last sale of RGLD was $80.07, representing a -8.74% decrease from the 52 week high of $87.74 and a 224.43% increase over the 52 week low of $24.68.
RGLD is a part of the Basic Industries sector, which includes companies such as BHP Billiton Limited ( BHP ) and Rio Tinto Plc ( RIO ). RGLD's current earnings per share, an indicator of a company's profitability, is -$1.18. Zacks Investment Research reports RGLD's forecasted earnings growth in 2017 as 67.5%, compared to an industry average of 21.6%.
For more information on the declaration, record and payment dates, visit the RGLD Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to RGLD through an Exchange Traded Fund [ETF]?
The following ETF(s) have RGLD as a top-10 holding:
SPDR S&P Metals & Mining ETF ( XME )
VanEck Vectors Gold Miners ETF ( GDX )
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is XME with an increase of 14.49% over the last 100 days. It also has the highest percent weighting of RGLD at 4.57%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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RGLD is a part of the Basic Industries sector, which includes companies such as BHP Billiton Limited ( BHP ) and Rio Tinto Plc ( RIO ). The following ETF(s) have RGLD as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) VanEck Vectors Gold Miners ETF ( GDX ) WisdomTree Trust SmallCap Dividend Fund ( DES ). Shareholders who purchased RGLD prior to the ex-dividend date are eligible for the cash dividend payment.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. RGLD is a part of the Basic Industries sector, which includes companies such as BHP Billiton Limited ( BHP ) and Rio Tinto Plc ( RIO ). The following ETF(s) have RGLD as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) VanEck Vectors Gold Miners ETF ( GDX ) WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have RGLD as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) VanEck Vectors Gold Miners ETF ( GDX ) WisdomTree Trust SmallCap Dividend Fund ( DES ). RGLD is a part of the Basic Industries sector, which includes companies such as BHP Billiton Limited ( BHP ) and Rio Tinto Plc ( RIO ). Shareholders who purchased RGLD prior to the ex-dividend date are eligible for the cash dividend payment.
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The following ETF(s) have RGLD as a top-10 holding: SPDR S&P Metals & Mining ETF ( XME ) VanEck Vectors Gold Miners ETF ( GDX ) WisdomTree Trust SmallCap Dividend Fund ( DES ). RGLD is a part of the Basic Industries sector, which includes companies such as BHP Billiton Limited ( BHP ) and Rio Tinto Plc ( RIO ). A cash dividend payment of $0.23 per share is scheduled to be paid on October 14, 2016.
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728370.0
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2016-09-23 00:00:00 UTC
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Best Dividend ETF: 5 Contenders for the Top Income ETF
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DES
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https://www.nasdaq.com/articles/best-dividend-etf-5-contenders-top-income-etf-2016-09-23
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nan
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nan
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The best dividend ETF should pay a high yield from a diversified portfolio of dividend stocks while offering the potential for investors to earn additional returns from capital appreciation. To that end, here's a list of what I believe to be the five best dividend ETFs out of more than 100 dividend ETFs on the market today:
Sources: Vanguard, Charles Schwab , State Street Global Advisors, WisdomTree.
Before buying any of these, it's important to know how the funds work. Here's the case for each fund, and why each one deserves a spot in the list of the best dividend ETFs for an income portfolio.
Vanguard's dividend Goliath
The Vanguard Dividend Appreciation ETF lays claim to being the largest dividend ETF, with assets of more than $22.5 billion. It's not hard to see why this fund is so popular, given its tiny annual expense ratio of 0.09% of assets and a focus on high-quality dividend-paying companies.
This isn't your average dividend ETF. The fund tracks the NASDAQ US Dividend Achievers Select Index , which invests in companies that have paid increasing dividends for at least 10 consecutive years, excluding REITs and master limited partnerships. The index uses proprietary and undisclosed screening mechanisms to sort out the top companies from a broader dividend index.
Broadly diversified, the fund held 185 different mega and large-cap companies at the time of this writing, with its largest stakes in popular dividend stocks such as Johnson & Johnson , Microsoft , and PepsiCo . But keep in mind that this fund is focused primarily on capital appreciation over income. The fund's investments had an average yield of just 2.1% at the time of this writing, putting the ETF's yield roughly in line with the S&P 500 .
What makes this fund so attractive to investors is that it has roughly matched the return of the S&P 500 while investing in companies with rock-solid dividend policies. In addition, a focus on blue-chip stocks with the capacity to grow their dividends resulted in less pain during the Great Financial Crisis, when the fund lost much less of its value than the stock market on average.
Vanguard's simple yield ETF
What would happen if you took a list of high-yield large cap stocks, sorted it by dividend yield, and then invested in the highest-yielding half? Well, you'd get something that looks a lot like the Vanguard High Dividend Yield ETF.
The strategy isn't particularly fancy, but it works. The Vanguard High Dividend Yield ETF tracks the FTSE High Dividend Yield Index , which invests in the highest-yielding of U.S. stocks in the FTSE All-World Index, excluding only REITs. The fund weights each stock by market cap, thus investing most heavily in dividend-paying large-cap companies.
Despite its simplicity, returns have been excellent, beating the S&P 500 marginally over the most recent three- and five-year periods, largely because of outsize dividend yields. At the time of this writing, the fund offered a yield of about 3.1%, roughly 50% more than the S&P 500.
Note that this is one of the most diversified ETFs on the list -- it holds more than 420 stocks -- yet it carries an annual expense ratio of just 0.09% a year. That's a very low price to pay to get broad diversification across dividend stocks in every sector.
Schwab's fundamentally focused dividend ETF
A late entrant into exchange-traded funds, Charles Schwab has rapidly attracted assets with its low-cost ETFs. The Schwab US Dividend Equity ETF is no exception, boasting a microscopic 0.07% annual expense ratio that makes it the least expensive of any fund on this list.
The prominent feature of this fund is that its methodology is designed to select from the very best of dividend-paying stocks. The ETF tracks the Dow Jones U.S. Dividend 100 Index , which invests in large-cap stocks that have paid dividends annually for the past 10 years.
Importantly, the index also considers fundamental metrics in stock selection, requiring that companies have high cash flow to debt, earn a high return on equity, offer a generous dividend yield, and have a history of dividend growth. Like other ETFs on this list, it excludes bond-like companies such as real estate investment trusts, which offer high yields but less opportunity for capital appreciation.
This fund favors large-cap stocks, because of its market-cap weighting. The top three holdings are Intel , Procter & Gamble , and Microsoft , common companies in any high-quality portfolio. Its 3.1% yield stands out as one of the highest, but note that it isn't as diversified as other funds, as it holds only 100 different stocks.
State Street's royal dividend ETF
After a company increases its dividend for 25 consecutive years, it joins an elite group of stocks known as "dividend aristocrats." The SPDR S&P Dividend ETF invests in these companies by tracking the S&P High Yield Dividend Aristocrats Index , which includes companies that have consistently increased their dividends for 20 years in a row.
Relaxing the requirement to 20 years of dividend increases from 25 years doesn't necessarily cost much in the way of portfolio quality, but it does allow for a little more diversification. (A stricter dividend aristocrats ETF sponsored by ProShares holds just 50 stocks.) Note that this ETF held 108 stocks at the time of this writing and was most heavily invested in traditional high-yield sectors including utilities, financial services, and industrials.
State Street's ETF is a little different in that it weights stocks in the portfolio by their indicative yield. Thus, a stock that has a dividend yield of 5% will make up a bigger part of the portfolio than a stock that yields just 3%, for example. The result is that the fund tends to invest more heavily in slower-growing companies that return more of their income to shareholders. At the time of this writing, its three largest holdings were HCP Inc. , People's United Financial , and Caterpillar . (Its largest holding, HCP, is a REIT, which would be excluded from many other ETFs on this list.)
Performance has been spectacular, as the ETF has put up annualized returns that were about 0.5 percentage points better than the S&P 500 over the last five- and 10-year periods. This is especially impressive when you consider that the ETF carries a much higher annual expense ratio (0.35%) than other dividend ETFs. With a current yield of about 2.4%, the fund has a slight advantage over the S&P 500's 2.1% yield.
WisdomTree's fund for big yields from small stocks
Most dividend ETFs focus on large companies and completely ignore high-yield small caps. WisdomTree 's SmallCap Dividend Fund is a great way to round out a dividend portfolio so that it includes dividend payers of all sizes, not just megacap companies.
This fund selects stocks by ranking all dividend-paying stocks by size and then throwing out the largest 300 stocks, as well as stocks with market caps of less than $100 million, which can be impractical for some funds to own. The largest companies that make up 75% of the remaining companies' total market cap are put into WisdomTree's large and mid-cap dividend ETFs . The smallest companies, which make up 25% of the value of the list, are put into the WisdomTree SmallCap Dividend Fund.
WisdomTree weights stocks in the portfolio by the total dollar amount of dividends it expects a company to pay over the next year. The result is a diversified portfolio of about 700 different investments, many of which won't be familiar to investors who primarily stick to American large caps. Targa Resources (oil and gas services), Cal-Maine Foods (egg farmer and distributor), and Covanta Holding Corp. (waste disposal) were the three largest companies in its portfolio.
Small caps typically generate higher returns, albeit with more volatility, than large-cap stocks. It's notable that the WisdomTree SmallCap Dividend Fund has beaten the returns of stock indexes large and small, trouncing both the S&P 500 (large caps) and Russell 2000 (small caps) over the most recent five- and 10-year periods. It also pays out a much higher dividend yield of about 3.1% vs. about 1.6% for the Russell 2000 and 2.1% for the S&P 500.
If there is one big downside, it's that the ETF leans toward the costly side. An annual expense ratio of 0.38% is cheap compared with active funds , particularly active small-cap funds, but it is the highest of any ETF on this list. That said, if the fund's forward returns look anything like its historical returns, investors will find it easy to look past higher expenses.
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Jordan Wathen has no position in any stocks mentioned. The Motley Fool owns shares of and recommends Johnson & Johnson and PepsiCo. The Motley Fool owns shares of Microsoft. The Motley Fool recommends Intel, Procter & Gamble, and WisdomTree Investments. Try any of our Foolish newsletter services free for 30 days . We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Like other ETFs on this list, it excludes bond-like companies such as real estate investment trusts, which offer high yields but less opportunity for capital appreciation. Here's the case for each fund, and why each one deserves a spot in the list of the best dividend ETFs for an income portfolio. Despite its simplicity, returns have been excellent, beating the S&P 500 marginally over the most recent three- and five-year periods, largely because of outsize dividend yields.
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Here's the case for each fund, and why each one deserves a spot in the list of the best dividend ETFs for an income portfolio. Despite its simplicity, returns have been excellent, beating the S&P 500 marginally over the most recent three- and five-year periods, largely because of outsize dividend yields. The prominent feature of this fund is that its methodology is designed to select from the very best of dividend-paying stocks.
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The SPDR S&P Dividend ETF invests in these companies by tracking the S&P High Yield Dividend Aristocrats Index , which includes companies that have consistently increased their dividends for 20 years in a row. Here's the case for each fund, and why each one deserves a spot in the list of the best dividend ETFs for an income portfolio. Despite its simplicity, returns have been excellent, beating the S&P 500 marginally over the most recent three- and five-year periods, largely because of outsize dividend yields.
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Here's the case for each fund, and why each one deserves a spot in the list of the best dividend ETFs for an income portfolio. Despite its simplicity, returns have been excellent, beating the S&P 500 marginally over the most recent three- and five-year periods, largely because of outsize dividend yields. The prominent feature of this fund is that its methodology is designed to select from the very best of dividend-paying stocks.
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2016-09-06 00:00:00 UTC
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August Job Data Muddles Fed Rate Hike Chance: ETFs to Buy
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DES
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https://www.nasdaq.com/articles/august-job-data-muddles-fed-rate-hike-chance-etfs-buy-2016-09-06
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nan
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nan
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Pouring cold water on heightened possibilities of a September Fed rate hike, the U.S. job report for the month of August came in weather than expected. The August non-farm payroll reading of 151,000 was below the estimated 180,000 and the upwardly revised prior-month reading of 275,000.
Prior to this release, the ISM manufacturing number for the month of August suddenly came in weaker, shrinking for the first time since February, as new orders and output declined and factories shed jobs.
Needless to say, the weakness in the manufacturing sector mirrored on the labor market as employment in manufacturing, mining and construction fell. The decline could not be compensated by numerous service sectors that held steady on the job front.
The August job number was the lowest in four months. The unemployment rate and labor participation rate stayed the same at 4.90% and 62.80%, respectively. In August, average hourly earnings on private nonfarm payrolls grew 0.1% to $25.73, subsequent to a 0.3% rise in wage last month while the average workweek for all employees on private nonfarm payrolls declined by 0.1 hour to 34.3 hours, indicating a slowdown in growth.
September Rate Hike or Not?
With this, many market watchers have almost ruled out a rate hike at the FOMC meeting that is barely weeks away. Traders cut their bets on a rate hike to as low as 14% . Some analysts feel that the Fed will delay the rate hike to December at the earliest. Another analyst view is that the addition of 100,000 jobs a month is decent enough at the current phase of business cycle. Yet the uncertainty over the Fed's hawkish stance cannot be ignored given the sudden slowdown in job growth.
However, there are assuring views as well. While some believe that this muted job data could be the result of a calendar effect and things might turn around going forward. Goldman Sachs still sees "a 55% probability of a rate hike this month, and Janus Capital's Bill Gross also said the Fed is likely to move in September."
Last Friday afternoon, Federal Reserve Bank of Richmond President Jeffrey Lacker said that payrolls are increasing at "double the rate needed to keep pace with growth in the working-age population."
Market Reaction
The bond market gives the clearer indication with the U.S. 10-year Treasury yield rising 3 bps to 1.60% on September 2 from the previous day, while yield on the six-month U.S. Treasury yield falling 2 bps to 0.45% from the prior day. This steepening of the yield curve indicates that investors have faith in the economic growth but ruled out chances of a sooner-than-expected Fed rate hike.
Equity investors seconded this thought with all key indices remaining in the green. Top U.S. equities ETFs SPDR S&P 500 ETFSPY , Dow Jones Industrial Average ETFDIA added more-or-less 0.4% each on September 2 and PowerShares QQQ TrustQQQ advanced over 0.3%. A few more days of cheap dollar inflows gave the much-needed strength to equity bulls.
ETFs to Play
In such a scenario, investors can bet on the below mentioned ETFs. Though September is normally the worst month for an equity investor, if we go by seasonality, this time it may turn out a little positive.
Vanguard S&P Mid-Cap 400 ETF IVOO
Mid-caps generally offer the best of both worlds - large and small. In a slowly growing U.S. economy, mid-cap stocks should come across as the best bets. It is moderately exposed to international economies and consequent currency fluctuations. Plus, a value quotient in it would be an added advantage to weather difficult times. IVOO was up over 1% on September 2.
WisdomTree SmallCap Dividend ETF DES
Investors should note that though the U.S. economy grew 1.1% in Q2, economists expect 2.7% expansion in Q3, as per Bloomberg. So, if you are too bullish an investor and have high hopes on the ability of the U.S. economy to deliver strong growth ahead, you can also play small-cap ETFs. But a focus on dividend would make your bet more intriguing. DES was up about 1% on September 2 and it yields 2.89% annually (read: Why Small-Cap Value ETFs Are Winning Picks Now ).
PowerShares KBW Regional Banking Portfolio ETF KBWR
If the curve continues to steepen, this regional bank ETF would benefit considerably. Smaller banks should do well in a growing economy, albeit slowly. Plus, these banks borrow money at short-term rates and lend capital back at longer-term rates. Due to this spread, regional bank ETF like KBWR is a wining proposition in a steepening of the yield curve. KBWR also added 1% on September 2.
PowerShares FTSE RAFI Emerging Markets Portfolio ETF PXH
As bets over a hawkish Fed began to ebb following subdued job data, emerging market ETFs surged. The fund added over 1.9% on September 2 and it yields about 2.55%. Indications of further inflows of cheap dollar and hunt for yield will likely keep this segment steady in the coming days (read: 5 Reasons Why Emerging Market ETFs Are Still a Buy ).
iShares Gold Trust ETF IAU
Gold regained its lost ground on weak job data. The prospect of a rising U.S. dollar for the coming days has waned now. This has given a boost to commodity ETFs like gold bullion. IAU was up over 1% on September 2 and will likely remain on an uptrend in the days to come (read: Fed or Trump: Who Will Decide the Fate of Gold ETFs? ).
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SPDR-DJ IND AVG (DIA): ETF Research Reports
ISHARS-GOLD TR (IAU): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
NASDAQ-100 SHRS (QQQ): ETF Research Reports
WISDMTR-SC DIV (DES): ETF Research Reports
PWRSH-F/R EMP (PXH): ETF Research Reports
PWRSH-KBW RBP (KBWR): ETF Research Reports
VANGD-SP4 ETF (IVOO): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree SmallCap Dividend ETF DES Investors should note that though the U.S. economy grew 1.1% in Q2, economists expect 2.7% expansion in Q3, as per Bloomberg. DES was up about 1% on September 2 and it yields 2.89% annually (read: Why Small-Cap Value ETFs Are Winning Picks Now ). Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports PWRSH-KBW RBP (KBWR): ETF Research Reports VANGD-SP4 ETF (IVOO): ETF Research Reports To read this article on Zacks.com click here.
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports PWRSH-KBW RBP (KBWR): ETF Research Reports VANGD-SP4 ETF (IVOO): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend ETF DES Investors should note that though the U.S. economy grew 1.1% in Q2, economists expect 2.7% expansion in Q3, as per Bloomberg. DES was up about 1% on September 2 and it yields 2.89% annually (read: Why Small-Cap Value ETFs Are Winning Picks Now ).
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports PWRSH-KBW RBP (KBWR): ETF Research Reports VANGD-SP4 ETF (IVOO): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend ETF DES Investors should note that though the U.S. economy grew 1.1% in Q2, economists expect 2.7% expansion in Q3, as per Bloomberg. DES was up about 1% on September 2 and it yields 2.89% annually (read: Why Small-Cap Value ETFs Are Winning Picks Now ).
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WisdomTree SmallCap Dividend ETF DES Investors should note that though the U.S. economy grew 1.1% in Q2, economists expect 2.7% expansion in Q3, as per Bloomberg. DES was up about 1% on September 2 and it yields 2.89% annually (read: Why Small-Cap Value ETFs Are Winning Picks Now ). Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports PWRSH-KBW RBP (KBWR): ETF Research Reports VANGD-SP4 ETF (IVOO): ETF Research Reports To read this article on Zacks.com click here.
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2016-08-24 00:00:00 UTC
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Why Small-Cap Value ETFs Are Wining Picks Now
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DES
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https://www.nasdaq.com/articles/why-small-cap-value-etfs-are-wining-picks-now-2016-08-24
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nan
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nan
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U.S. stock markets are in great shape since the start of Q3, with the key indexes having hit highs on several occasions. The S&P 500-based ETF SPY, the Dow Jones Industrial Average ETF DIA and Nasdaq-100 based ETF QQQ have added over 4.3%, over 3.4% and 9.1% respectively in the quarter-to-date frame (as of August 23, 2016).
In fact, markets bounced back from the sharp losses it suffered after the Brexit referendum. The latest gains were bolstered by better-than-expected corporate results, especially in the tech space. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. Be it the labor market, manufacturing, housing or retail - each showed a glimmer of hope.
Investors should note that while faster growth is setting in the U.S., foreign markets, especially the developed corner, are still sluggish. The Euro zone is still not out of the woods, China has a long way to go to attain its prior glory and Japan is seeing deceleration in its growth pace (read: Japan's Economy Slowed in Q2: ETFs in Focus ).
Bullish Dialogues by Fed Members
On the other hand, day by day, the tone of the Fed members is getting upbeat. In fact, Fed Vice Chairman Stanley Fischer recently stated that the goals of "maximum sustainable employment and an inflation rate of 2% ' no longer seem a far cry.
As per Fischer, the core measure of the personal consumption expenditure index is 1.6%, which "is within hailing distance" of the central bank's 2% goal, as per an article published in MarketWatch . With this comment, Fischer joined the pack of New York Fed President William Dudley and San Francisco Fed President John Williams, who also have been advocating a rate hike soon since the last couple of days (read: Hawkish Fed Vice Chairman Adds Strength to These ETFs ).
However, things are still undecided and only Fed chief Yellen can give clearer cues in the Jackson Hole, Wyoming, meeting, where central bankers from around the globe will meet from August 25 . In a nutshell, whether we see a Fed hike or not in the coming days, the fact that the U.S. economy is gaining traction cannot be denied.
Why Small-Cap ETFs?
This kind of economic trend should stage a proper backdrop for small-cap U.S. stocks. Normally, smaller companies pick up faster than the larger ones in a growing economy. Since these pint-sized securities usually focus more on the domestic market, they are less ruffled by international worries than their globally exposed larger counterparts.
Moreover, if by chance, the Fed acts soon, the greenback will gain considerable strength. As small-cap stocks are less exposed to foreign markets, these are less scathed by a stronger greenback.
Election to Boost Small-Caps?
Plus, the U.S. is gearing up for the presidential election in November. The below-mentioned chart (as per FTSE Russell) shows the " US Market Performance in Presidential Election Years Since 1980." FTSE Russell shows the performance of large-caps via the Russell 1000 Index and the performance of U.S. small caps via the Russell 2000 Index. The table shows that the performance of small-caps are quite assuring in the presidential year.
Also, Sam Stovall, U.S. equity strategist at S&P Capital IQ also noted previously that the S&P 500, excluding dividends, rose 6.1% on average in the last year of the presidential election cycle while small-caps, barring dividends, gained about 10.9% on average.
Why Hone in on Value?
Having said this, we emphasize value picks in the small-cap spectrum. Small-caps have the potential to offer good returns in a trending market, but these are often blamed for increasing volatility. Thus, investors seeking equity appreciation with a lower level of risk should look for value in the small-cap space.
Plus, uncertainty regarding the outcome of election may keep the market rocky for some time. "On average, the S&P 500 has dropped an average of 1.2 percent in year 8 of presidential terms since 1900," as per the source . Suppose, if the Republican candidate Trump makes it to the White House, stocks might decline.
If this was not enough, as broader markets are hovering at lofty levels, many perceive U.S. equities as slightly overvalued currently and likely to see a steep sell-off in the coming days (read: Believe in George Soros? Short S&P 500 with These ETF ).
3 ETFs to Play
Thus investors may want to cycle into the small cap value ETF space. Below we highlight a few (see all small cap ETFs here).
PowerShares Russell 2000 Pure Value Portfolio ETF PXSV
The fund is composed of stocks with strong value characteristics selected from the Russell 2000 Index. It added over 5.3% in the last one month and 1.6% in the last five days (as of August 23, 2016).
WisdomTree SmallCap Dividend Fund DES
WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund yields about 2.89% annually (as of August 23, 2016). It was up over 0.9% in the last one month and added about 1.5% in the last five days (as of August 23, 2016) (read: ETF Strategies for 2H ).
Guggenheim S&P SmallCap 600 Pure Value ETF RZV
The fund contains only those S&P SmallCap 600 companies with strong value characteristics as selected by Standard & Poor's. The fund was up 4% in the last one month and added over 1.9% in the last five trading days (as of August 23, 2016).
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WISDMTR-SC DIV (DES): ETF Research Reports
GUGG-SP 600 PV (RZV): ETF Research Reports
PWRSH-F P SM VL (PXSV): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here.
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WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data.
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Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market.
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Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here.
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2016-08-24 00:00:00 UTC
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Why Small-Cap Value ETFs Are Winning Picks Now
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DES
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https://www.nasdaq.com/articles/why-small-cap-value-etfs-are-winning-picks-now-2016-08-24
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nan
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nan
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U.S. stock markets are in great shape since the start of Q3, with the key indexes having hit highs on several occasions. The S&P 500-based ETF SPY, the Dow Jones Industrial Average ETF DIA and Nasdaq-100 based ETF QQQ have added over 4.3%, over 3.4% and 9.1% respectively in the quarter-to-date frame (as of August 23, 2016).
In fact, markets bounced back from the sharp losses it suffered after the Brexit referendum. The latest gains were bolstered by better-than-expected corporate results, especially in the tech space. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. Be it the labor market, manufacturing, housing or retail - each showed a glimmer of hope.
Investors should note that while faster growth is setting in the U.S., foreign markets, especially the developed corner, are still sluggish. The Euro zone is still not out of the woods, China has a long way to go to attain its prior glory and Japan is seeing deceleration in its growth pace (read: Japan's Economy Slowed in Q2: ETFs in Focus ).
Bullish Dialogues by Fed Members
On the other hand, day by day, the tone of the Fed members is getting upbeat. In fact, Fed Vice Chairman Stanley Fischer recently stated that the goals of "maximum sustainable employment and an inflation rate of 2% ' no longer seem a far cry.
As per Fischer, the core measure of the personal consumption expenditure index is 1.6%, which "is within hailing distance" of the central bank's 2% goal, as per an article published in MarketWatch . With this comment, Fischer joined the pack of New York Fed President William Dudley and San Francisco Fed President John Williams, who also have been advocating a rate hike soon since the last couple of days (read: Hawkish Fed Vice Chairman Adds Strength to These ETFs ).
However, things are still undecided and only Fed chief Yellen can give clearer cues in the Jackson Hole, Wyoming, meeting, where central bankers from around the globe will meet from August 25 . In a nutshell, whether we see a Fed hike or not in the coming days, the fact that the U.S. economy is gaining traction cannot be denied.
Why Small-Cap ETFs?
This kind of economic trend should stage a proper backdrop for small-cap U.S. stocks. Normally, smaller companies pick up faster than the larger ones in a growing economy. Since these pint-sized securities usually focus more on the domestic market, they are less ruffled by international worries than their globally exposed larger counterparts.
Moreover, if by chance, the Fed acts soon, the greenback will gain considerable strength. As small-cap stocks are less exposed to foreign markets, these are less scathed by a stronger greenback.
Election to Boost Small-Caps?
Plus, the U.S. is gearing up for the presidential election in November. The below-mentioned chart (as per FTSE Russell) shows the " US Market Performance in Presidential Election Years Since 1980." FTSE Russell shows the performance of large-caps via the Russell 1000 Index and the performance of U.S. small caps via the Russell 2000 Index. The table shows that the performance of small-caps are quite assuring in the presidential year.
Also, Sam Stovall, U.S. equity strategist at S&P Capital IQ also noted previously that the S&P 500, excluding dividends, rose 6.1% on average in the last year of the presidential election cycle while small-caps, barring dividends, gained about 10.9% on average.
Why Hone in on Value?
Having said this, we emphasize value picks in the small-cap spectrum. Small-caps have the potential to offer good returns in a trending market, but these are often blamed for increasing volatility. Thus, investors seeking equity appreciation with a lower level of risk should look for value in the small-cap space.
Plus, uncertainty regarding the outcome of election may keep the market rocky for some time. "On average, the S&P 500 has dropped an average of 1.2 percent in year 8 of presidential terms since 1900," as per the source . Suppose, if the Republican candidate Trump makes it to the White House, stocks might decline.
If this was not enough, as broader markets are hovering at lofty levels, many perceive U.S. equities as slightly overvalued currently and likely to see a steep sell-off in the coming days (read: Believe in George Soros? Short S&P 500 with These ETF ).
3 ETFs to Play
Thus investors may want to cycle into the small cap value ETF space. Below we highlight a few (see all small cap ETFs here).
PowerShares Russell 2000 Pure Value Portfolio ETF PXSV
The fund is composed of stocks with strong value characteristics selected from the Russell 2000 Index. It added over 5.3% in the last one month and 1.6% in the last five days (as of August 23, 2016).
WisdomTree SmallCap Dividend Fund DES
WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. The fund yields about 2.89% annually (as of August 23, 2016). It was up over 0.9% in the last one month and added about 1.5% in the last five days (as of August 23, 2016) (read: ETF Strategies for 2H ).
Guggenheim S&P SmallCap 600 Pure Value ETF RZV
The fund contains only those S&P SmallCap 600 companies with strong value characteristics as selected by Standard & Poor's. The fund was up 4% in the last one month and added over 1.9% in the last five trading days (as of August 23, 2016).
Want key ETF info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >>
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WISDMTR-SC DIV (DES): ETF Research Reports
GUGG-SP 600 PV (RZV): ETF Research Reports
PWRSH-F P SM VL (PXSV): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here.
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WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data.
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Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here. Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market.
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Most of the banking earnings came in decent despite extremely low levels of interest rates and some reassuring domestic economic data. WisdomTree SmallCap Dividend Fund DES WisdomTree SmallCap Dividend Index is fundamentally weighted and measures the performance of the small-capitalization segment of the U.S. dividend-paying market. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports GUGG-SP 600 PV (RZV): ETF Research Reports PWRSH-F P SM VL (PXSV): ETF Research Reports To read this article on Zacks.com click here.
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3ae0ada9-78bd-4062-b882-bfb541f57101
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728374.0
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2016-08-16 00:00:00 UTC
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Energizer Holdings, Inc. (ENR) Ex-Dividend Date Scheduled for August 17, 2016
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DES
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https://www.nasdaq.com/articles/energizer-holdings-inc-enr-ex-dividend-date-scheduled-august-17-2016-2016-08-16
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nan
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nan
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Energizer Holdings, Inc. ( ENR ) will begin trading ex-dividend on August 17, 2016. A cash dividend payment of $0.25 per share is scheduled to be paid on September 09, 2016. Shareholders who purchased ENR prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 5th quarter that ENR has paid the same dividend. At the current stock price of $50.48, the dividend yield is 1.98%.
The previous trading day's last sale of ENR was $50.48, representing a -5.49% decrease from the 52 week high of $53.41 and a 74.94% increase over the 52 week low of $28.86.
ENR is a part of the Miscellaneous sector, which includes companies such as Thermo Fisher Scientific Inc ( TMO ) and Danaher Corporation ( DHR ). ENR's current earnings per share, an indicator of a company's profitability, is $2.07. Zacks Investment Research reports ENR's forecasted earnings growth in 2016 as -19.45%, compared to an industry average of 19.5%.
For more information on the declaration, record and payment dates, visit the ENR Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to ENR through an Exchange Traded Fund [ETF]?
The following ETF(s) have ENR as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 13.1% over the last 100 days. It also has the highest percent weighting of ENR at 0.62%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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ENR is a part of the Miscellaneous sector, which includes companies such as Thermo Fisher Scientific Inc ( TMO ) and Danaher Corporation ( DHR ). The following ETF(s) have ENR as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 13.1% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ENR is a part of the Miscellaneous sector, which includes companies such as Thermo Fisher Scientific Inc ( TMO ) and Danaher Corporation ( DHR ). The following ETF(s) have ENR as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have ENR as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). ENR is a part of the Miscellaneous sector, which includes companies such as Thermo Fisher Scientific Inc ( TMO ) and Danaher Corporation ( DHR ). The top-performing ETF of this group is DES with an increase of 13.1% over the last 100 days.
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The following ETF(s) have ENR as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). ENR is a part of the Miscellaneous sector, which includes companies such as Thermo Fisher Scientific Inc ( TMO ) and Danaher Corporation ( DHR ). The top-performing ETF of this group is DES with an increase of 13.1% over the last 100 days.
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e7853b4d-030a-4871-bf47-a713c6f994a5
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728375.0
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2016-08-05 00:00:00 UTC
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United States Steel Corporation (X) Ex-Dividend Date Scheduled for August 08, 2016
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DES
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https://www.nasdaq.com/articles/united-states-steel-corporation-x-ex-dividend-date-scheduled-august-08-2016-2016-08-05
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nan
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nan
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United States Steel Corporation ( X ) will begin trading ex-dividend on August 08, 2016. A cash dividend payment of $0.05 per share is scheduled to be paid on September 10, 2016. Shareholders who purchased X prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 30th quarter that X has paid the same dividend. At the current stock price of $25.99, the dividend yield is .77%.
The previous trading day's last sale of X was $25.99, representing a -5.97% decrease from the 52 week high of $27.64 and a 322.6% increase over the 52 week low of $6.15.
X is a part of the Basic Industries sector, which includes companies such as ArcelorMittal ( MT ) and POSCO ( PKX ). X's current earnings per share, an indicator of a company's profitability, is -$10.65. Zacks Investment Research reports X's forecasted earnings growth in 2016 as 75.79%, compared to an industry average of 5.1%.
For more information on the declaration, record and payment dates, visit the X Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to X through an Exchange Traded Fund [ETF]?
The following ETF(s) have X as a top-10 holding:
VanEck Vectors Steel ETF ( SLX )
SPDR S&P Metals & Mining ETF ( XME )
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is XME with an increase of 46.2% over the last 100 days. SLX has the highest percent weighting of X at 5.83%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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X is a part of the Basic Industries sector, which includes companies such as ArcelorMittal ( MT ) and POSCO ( PKX ). The following ETF(s) have X as a top-10 holding: VanEck Vectors Steel ETF ( SLX ) SPDR S&P Metals & Mining ETF ( XME ) WisdomTree Trust SmallCap Dividend Fund ( DES ). Shareholders who purchased X prior to the ex-dividend date are eligible for the cash dividend payment.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. X is a part of the Basic Industries sector, which includes companies such as ArcelorMittal ( MT ) and POSCO ( PKX ). The following ETF(s) have X as a top-10 holding: VanEck Vectors Steel ETF ( SLX ) SPDR S&P Metals & Mining ETF ( XME ) WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have X as a top-10 holding: VanEck Vectors Steel ETF ( SLX ) SPDR S&P Metals & Mining ETF ( XME ) WisdomTree Trust SmallCap Dividend Fund ( DES ). X is a part of the Basic Industries sector, which includes companies such as ArcelorMittal ( MT ) and POSCO ( PKX ). A cash dividend payment of $0.05 per share is scheduled to be paid on September 10, 2016.
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The following ETF(s) have X as a top-10 holding: VanEck Vectors Steel ETF ( SLX ) SPDR S&P Metals & Mining ETF ( XME ) WisdomTree Trust SmallCap Dividend Fund ( DES ). X is a part of the Basic Industries sector, which includes companies such as ArcelorMittal ( MT ) and POSCO ( PKX ). A cash dividend payment of $0.05 per share is scheduled to be paid on September 10, 2016.
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6482b652-e2e6-42f0-a9e5-6906a9f1d25f
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728376.0
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2016-08-03 00:00:00 UTC
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Notable ETF Inflow Detected - DES, JOY, CVA, CALM
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DES
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https://www.nasdaq.com/articles/notable-etf-inflow-detected-des-joy-cva-calm-2016-08-03
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nan
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nan
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $40.6 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 19,900,000 to 20,450,000). Among the largest underlying components of DES, in trading today Joy Global Inc (Symbol: JOY) is up about 0.6%, Covanta Holding Corp (Symbol: CVA) is down about 0.4%, and Cal-Maine Foods Inc (Symbol: CALM) is up by about 2.8%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average:
Looking at the chart above, DES's low point in its 52 week range is $37.40 per share, with $75.32 as the 52 week high point - that compares with a last trade of $73.62. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average » .
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Click here to find out which 9 other ETFs had notable inflows »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $40.6 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 19,900,000 to 20,450,000). These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Among the largest underlying components of DES, in trading today Joy Global Inc (Symbol: JOY) is up about 0.6%, Covanta Holding Corp (Symbol: CVA) is down about 0.4%, and Cal-Maine Foods Inc (Symbol: CALM) is up by about 2.8%. For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $37.40 per share, with $75.32 as the 52 week high point - that compares with a last trade of $73.62. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $40.6 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 19,900,000 to 20,450,000).
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $40.6 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 19,900,000 to 20,450,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $37.40 per share, with $75.32 as the 52 week high point - that compares with a last trade of $73.62. Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
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Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree SmallCap Dividend Fund (Symbol: DES) where we have detected an approximate $40.6 million dollar inflow -- that's a 2.8% increase week over week in outstanding units (from 19,900,000 to 20,450,000). For a complete list of holdings, visit the DES Holdings page » The chart below shows the one year price performance of DES, versus its 200 day moving average: Looking at the chart above, DES's low point in its 52 week range is $37.40 per share, with $75.32 as the 52 week high point - that compares with a last trade of $73.62. Among the largest underlying components of DES, in trading today Joy Global Inc (Symbol: JOY) is up about 0.6%, Covanta Holding Corp (Symbol: CVA) is down about 0.4%, and Cal-Maine Foods Inc (Symbol: CALM) is up by about 2.8%.
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c78e6530-a6e5-4723-a862-b18045bde20e
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728377.0
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2016-08-02 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2016-08-02
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months.
Time Inc (Symbol: TIME), which makes up 0.56% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $8,342,628 worth of TIME, making it the #25 largest holding. The table below details the recent insider buying activity observed at TIME:
TIME - last trade: $15.84 - Recent Insider Buys:
And Intersil Corp. (Symbol: ISIL), the #36 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $7,231,112 worth of ISIL, which represents approximately 0.49% of the ETF's total assets at last check. The recent insider buying activity observed at ISIL is detailed in the table below:
ISIL - last trade: $15.48 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months. Time Inc (Symbol: TIME), which makes up 0.56% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TIME: TIME - last trade: $15.84 - Recent Insider Buys: And Intersil Corp. (Symbol: ISIL), the #36 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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Time Inc (Symbol: TIME), which makes up 0.56% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TIME: TIME - last trade: $15.84 - Recent Insider Buys: And Intersil Corp. (Symbol: ISIL), the #36 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at TIME: TIME - last trade: $15.84 - Recent Insider Buys: And Intersil Corp. (Symbol: ISIL), the #36 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. Time Inc (Symbol: TIME), which makes up 0.56% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Time Inc (Symbol: TIME), which makes up 0.56% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at TIME: TIME - last trade: $15.84 - Recent Insider Buys: And Intersil Corp. (Symbol: ISIL), the #36 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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cc9547b8-ad09-4b45-826c-1e088e951bdf
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728378.0
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2016-07-28 00:00:00 UTC
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Targa Resources, Inc. (TRGP) Ex-Dividend Date Scheduled for July 29, 2016
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DES
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https://www.nasdaq.com/articles/targa-resources-inc-trgp-ex-dividend-date-scheduled-july-29-2016-2016-07-28
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nan
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nan
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Targa Resources, Inc. ( TRGP ) will begin trading ex-dividend on July 29, 2016. A cash dividend payment of $0.91 per share is scheduled to be paid on August 15, 2016. Shareholders who purchased TRGP prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 4th quarter that TRGP has paid the same dividend. At the current stock price of $37.15, the dividend yield is 9.8%.
The previous trading day's last sale of TRGP was $37.15, representing a -59.44% decrease from the 52 week high of $91.60 and a 155.33% increase over the 52 week low of $14.55.
TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). TRGP's current earnings per share, an indicator of a company's profitability, is $.92. Zacks Investment Research reports TRGP's forecasted earnings growth in 2016 as -109.17%, compared to an industry average of 13.4%.
For more information on the declaration, record and payment dates, visit the TRGP Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to TRGP through an Exchange Traded Fund [ETF]?
The following ETF(s) have TRGP as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 13.24% over the last 100 days. It also has the highest percent weighting of TRGP at 1.8%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 13.24% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The top-performing ETF of this group is DES with an increase of 13.24% over the last 100 days.
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The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The top-performing ETF of this group is DES with an increase of 13.24% over the last 100 days.
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cad9ce61-e831-462f-a6f0-455a473ca53a
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728379.0
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2016-07-22 00:00:00 UTC
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3 ETFs to Get Paid by Small-Cap Stocks
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DES
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https://www.nasdaq.com/articles/3-etfs-to-get-paid-by-small-cap-stocks
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nan
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nan
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips
Small-cap stocks and exchange-traded funds are usually thought of as avenues for growth, not income by way of dividends. That notion is affirmed by the relatively low dividend yields found on widely followed small-cap benchmarks.
Source: Simon Cunningham via Flickr
For example, the iShares Russell 2000 Index (ETF) (NYSEARCA:
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Small-cap stocks and exchange-traded funds are usually thought of as avenues for growth, not income by way of dividends. That notion is affirmed by the relatively low dividend yields found on widely followed small-cap benchmarks. Source: Simon Cunningham via Flickr For example, the iShares Russell 2000 Index (ETF) (NYSEARCA:
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Small-cap stocks and exchange-traded funds are usually thought of as avenues for growth, not income by way of dividends. That notion is affirmed by the relatively low dividend yields found on widely followed small-cap benchmarks. Source: Simon Cunningham via Flickr For example, the iShares Russell 2000 Index (ETF) (NYSEARCA:
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Small-cap stocks and exchange-traded funds are usually thought of as avenues for growth, not income by way of dividends. That notion is affirmed by the relatively low dividend yields found on widely followed small-cap benchmarks. Source: Simon Cunningham via Flickr For example, the iShares Russell 2000 Index (ETF) (NYSEARCA:
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InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips Small-cap stocks and exchange-traded funds are usually thought of as avenues for growth, not income by way of dividends. That notion is affirmed by the relatively low dividend yields found on widely followed small-cap benchmarks. Source: Simon Cunningham via Flickr For example, the iShares Russell 2000 Index (ETF) (NYSEARCA:
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832fc119-54af-4423-976c-2a2a79118778
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728380.0
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2016-07-15 00:00:00 UTC
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ETF Strategies for 2H
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DES
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https://www.nasdaq.com/articles/etf-strategies-for-2h-2016-07-15
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nan
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nan
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Volatility has been the catchword in the broader equity market since the start of the year, thanks to global growth slowdown, vulnerability in the otherwise-improving U.S. economy and the yet unseen Brexit fallout.
With each of the threats palpable in the second half, along with uncertainty emanating from the presidential election in November, investors might be clueless about the future movement and apprehensive of more corrections lurking ahead (read: Beat Brexit-Induced Sell-Off via These Inverse ETFs ).
Agreed, equities saw a solid start to Q3 powered by solid U.S. job and manufacturing data for the month of June and hints of further stimulus launches in several corners of the globe to fight the Brexit fallout and persistent economic lull.
But otherwise nothing much has been constructive in the investing backdrop lately. Most market watchers were neutral-to-bearish in recent weeks. In such a scenario, the formulation of investing strategies for 2H16 - which appears to be another jittery half - seems warranted.
Go Defensive
Courtesy of worries over the Brexit contagion, many investors may turn cynical about the safety of their portfolio. For them, defensive ETFs seem intriguing. In this pack, there are long/short ETFs like U.S. Market Neutral Anti-Beta FundBTAL and low volatility ETFs like PowerShares S&P International Developed Low Volatility Portfolio ETFIDLV .
S&P 500 to Pull Back Ahead? Seek High Quality Exposure
S&P 500 hit all-time highs lately after the post Brexit sell-off, but this probably does not mean that the index will not pull back ahead, especially given a myriad of woes that are lurking. As per an article by barrons.com "since 1950, there have been 27 years where a new 52 Week High was achieved in July . The average pattern over the next three months showed that the new high momentum fizzled into a sideways trading."
The Fed already pointed to the overvaluation in U.S. stocks. Even Goldman Sachs is not bullish about it. The research house recently expected as much as a 10% slide in the S&P 500 this year. Its recent view on stocks is neutral on both the three- and 12-month frames, though the agency feels that further rally in stocks will lower the risk quotient in that segment.
One way to play the likely pullback is to tap inverse ETFs like Short S&P500 ETF ( SH ). Another way is to buy ETFs, consisting of stocks with a stable outlook or dividend growth. Such products are Flexshares Quality Dividend Defensive Index FundQDEF , iShares Core Dividend Growth ETF DGRO and S&P 500 Dividend Aristocrats ETFNOBL .
Bonds Beyond Boundaries: Tap Aggregate Bond ETFs
Bonds are on a tear with record low yields for most part of the developed world. Against this backdrop, safe resorts - U.S. Treasury ETFs - are surely good options; but why not trying safe options with relatively higher yield. Investors should note that Goldman is underweight on government bonds on a 12-month frame, but has a neutral outlook with a three-month view (read: Top Performing Bond ETFs of 1H )?
Investors can thus park their money in aggregate bond ETFs like Vanguard Long-Term Bond ETF BLV , iShares Core 10+ Year USD Bond ETF ILTB and PowerShares CEF Income Composite Portfolio ETFPCEF .
Exposure to the entire fixed-income spectrum - investment grade to high-yield or government to corporate - gives investors a chance to quench their thirst for yields as well as guard their portfolios from heightened market turbulence. BLV, ILTB and PCEF yield 3.77%, 2.97% and 8.39%, respectively.
Investors having a strong stomach for risks, can also tap high yield bond ETFs like SPDR Barclays Capital High Yield Bond ETFJNK (especially given the energy sector rebound) or PowerShares Emerging Markets Sovereign Debt Portfolio ETF PCY .
Drive for Dividends
Dividend ETFs will be on the move as current income is the need of the hour given extremely low levels of U.S. Treasury yields .PowerShares S&P 500 High Dividend Low Volatility Portfolio ETFSPHD and Vanguard High Dividend Yield ETF VYM can be the destinations of this drive.
Play Smaller-Cap U.S. Stocks?
Since the global investing backdrop is likely to be vulnerable ahead as the Brexit procedure progresses, an aversion from large-caps seems warranted. Now, if the U.S. economy gives positive cues, investors should try out smaller-cap U.S. stocks as this capitalization is largely tied to the domestic economy. WisdomTree SmallCap Dividend Fund DES could be a great choice for this.
And if any loss of momentum is noticed in the economy, mid-caps will turn out as better options as these securities offer the best of the both the worlds - large and small-cap stocks. For this spectrum, WisdomTree MidCap Dividend FundDON and Vanguard Mid-Cap Value ETFVOE could be intriguing options (read: Mid-Cap ETFs to Take Lead Ahead? ).
Is Gold Too Swarming? Try Silver Then
As the mantra of 2016 investing has so far been safety, gold cashed in on it greatly. This safe-haven metal has been over the $1,300 level right now. At this juncture, there are analysts who believe this mad rush will eventually lose pace and gold will come back to $1,200-$1,250 by the end of the year, though there are analysts who expect gold to hit $ 1,425 an ounce by the end of Q3 (read: Silver or Gold ETFs: Which is The Best Bet for July? ).
So, you can either play gold ETFs like GLD or IAU with a short-termview or can tap its low-priced cousin silver ETFs. Investors should note that the gold/silver ratio has slumped to the lowest level since September 2014 , indicating silver's potential strength over gold. Though silver joined the precious metal rally a little later than gold, its investments are presently on cloud nine.
Investors should note that if the U.S. economy comes up with sturdy readings, the dollar will strengthen and may put pressure on broad-based commodities along with gold. But since silver has considerable usage in industrial activities, a recovering economy may continue to push silver ETFs like iShares Silver Trust SLV higher.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
SPDR-GOLD TRUST (GLD): ETF Research Reports
ISHARS-GOLD TR (IAU): ETF Research Reports
SPDR-BC HY BD (JNK): ETF Research Reports
ISHARS-SLVR TR (SLV): ETF Research Reports
WISDMTR-SC DIV (DES): ETF Research Reports
VANGD-HI DV YLD (VYM): ETF Research Reports
PWRSH-SP5 HI DV (SPHD): ETF Research Reports
VANGD-MC VALUE (VOE): ETF Research Reports
PWRSH-SP ID LVP (IDLV): ETF Research Reports
QS-US MN AN-BET (BTAL): ETF Research Reports
WISDMTR-MC DIV (DON): ETF Research Reports
PWRSH-EM SVN DP (PCY): ETF Research Reports
To read this article on Zacks.com click here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Drive for Dividends Dividend ETFs will be on the move as current income is the need of the hour given extremely low levels of U.S. Treasury yields .PowerShares S&P 500 High Dividend Low Volatility Portfolio ETFSPHD and Vanguard High Dividend Yield ETF VYM can be the destinations of this drive. WisdomTree SmallCap Dividend Fund DES could be a great choice for this. Click to get this free report SPDR-GOLD TRUST (GLD): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-BC HY BD (JNK): ETF Research Reports ISHARS-SLVR TR (SLV): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports VANGD-HI DV YLD (VYM): ETF Research Reports PWRSH-SP5 HI DV (SPHD): ETF Research Reports VANGD-MC VALUE (VOE): ETF Research Reports PWRSH-SP ID LVP (IDLV): ETF Research Reports QS-US MN AN-BET (BTAL): ETF Research Reports WISDMTR-MC DIV (DON): ETF Research Reports PWRSH-EM SVN DP (PCY): ETF Research Reports To read this article on Zacks.com click here.
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Drive for Dividends Dividend ETFs will be on the move as current income is the need of the hour given extremely low levels of U.S. Treasury yields .PowerShares S&P 500 High Dividend Low Volatility Portfolio ETFSPHD and Vanguard High Dividend Yield ETF VYM can be the destinations of this drive. Click to get this free report SPDR-GOLD TRUST (GLD): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-BC HY BD (JNK): ETF Research Reports ISHARS-SLVR TR (SLV): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports VANGD-HI DV YLD (VYM): ETF Research Reports PWRSH-SP5 HI DV (SPHD): ETF Research Reports VANGD-MC VALUE (VOE): ETF Research Reports PWRSH-SP ID LVP (IDLV): ETF Research Reports QS-US MN AN-BET (BTAL): ETF Research Reports WISDMTR-MC DIV (DON): ETF Research Reports PWRSH-EM SVN DP (PCY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend Fund DES could be a great choice for this.
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Drive for Dividends Dividend ETFs will be on the move as current income is the need of the hour given extremely low levels of U.S. Treasury yields .PowerShares S&P 500 High Dividend Low Volatility Portfolio ETFSPHD and Vanguard High Dividend Yield ETF VYM can be the destinations of this drive. Click to get this free report SPDR-GOLD TRUST (GLD): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-BC HY BD (JNK): ETF Research Reports ISHARS-SLVR TR (SLV): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports VANGD-HI DV YLD (VYM): ETF Research Reports PWRSH-SP5 HI DV (SPHD): ETF Research Reports VANGD-MC VALUE (VOE): ETF Research Reports PWRSH-SP ID LVP (IDLV): ETF Research Reports QS-US MN AN-BET (BTAL): ETF Research Reports WISDMTR-MC DIV (DON): ETF Research Reports PWRSH-EM SVN DP (PCY): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend Fund DES could be a great choice for this.
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Drive for Dividends Dividend ETFs will be on the move as current income is the need of the hour given extremely low levels of U.S. Treasury yields .PowerShares S&P 500 High Dividend Low Volatility Portfolio ETFSPHD and Vanguard High Dividend Yield ETF VYM can be the destinations of this drive. WisdomTree SmallCap Dividend Fund DES could be a great choice for this. Click to get this free report SPDR-GOLD TRUST (GLD): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-BC HY BD (JNK): ETF Research Reports ISHARS-SLVR TR (SLV): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports VANGD-HI DV YLD (VYM): ETF Research Reports PWRSH-SP5 HI DV (SPHD): ETF Research Reports VANGD-MC VALUE (VOE): ETF Research Reports PWRSH-SP ID LVP (IDLV): ETF Research Reports QS-US MN AN-BET (BTAL): ETF Research Reports WISDMTR-MC DIV (DON): ETF Research Reports PWRSH-EM SVN DP (PCY): ETF Research Reports To read this article on Zacks.com click here.
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9239358a-7e28-400d-b7f0-ac6208b3b3de
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728381.0
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2016-07-14 00:00:00 UTC
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3 Reasons Why These Small-Cap ETFs are Good Picks Now
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DES
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https://www.nasdaq.com/articles/3-reasons-why-these-small-cap-etfs-are-good-picks-now-2016-07-14
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nan
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nan
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Key U.S. stock indices including the S&P 500 and Dow Industrials hit consecutive highs this week, giving hints that the risk appetite is back on the market. Not only the large-cap U.S. indices, the major global markets celebrated this new-found optimism over equities.
But have you taken a note of small-cap indices? How these are performing and if they have a greater scope of capital appreciation going forward than the larger ones? If not, we tell you why.
Drivers of Rally Mainly U.S.-Centric
Definitely the positivity was prompted by the post Brexit rally, Shinzo Abe's recent election win that gave cues of hefty government stimulus in Japan, oil price gains and hopes of more policy easing from the other key central banks including the Bank of England.
But what mattered most for the recent rally was a recovering U.S. economy as evident from the strong job data for the month of June and a 16-month high manufacturing data. Investors welcomed these as many were of the view that U.S. economy had lost steam and thus pulled out their money from the market and parked it in safe havens.
In fact, the June job data - following a shockingly downbeat May - was much-eyed and the success of it brought real joy to the market July 8 onward (read: ETFs to Buy After Strong Jobs Report ).
Now since small cap stocks are more closely tied to the domestic economy, such upbeat data points call for investing in smaller-caps now.
Delayed Fed Rate Hike
The Fed is expected to remain dovish in the coming months, waiting to watch the Brexit fallout and seeking more stabilization in the U.S. economy. This ensures cheap money inflows in the days ahead, and could be the key to the success of small-caps (see all Small Cap ETFs here).
Small-Cap Indices Yet to Hit Highs: More Upside Potential?
The common investing mantra is not to chase current highs but to tap those which are likely to hit highs. With the S&P 500 and the Dow Jones already testing all-time highs, further upside potential in these is limited.
Agreed, there are analysts like B.of A. Merrill Lynch , who believe "now is the time for investors to buy high, so they could sell higher" and that the S&P 500 is likely to surge past 2,400 in a year. But the fact that there are plenty of downside risks can't be ignored. The Fed is also concerned about U.S. equities' overvaluation. Several analysts including Goldman is not too optimistic on stocks.
No matter how the broader market behaves, risks loom large from every aspect, be it the S&P 500 earnings recession/slowdown, presidential election in November or the concrete impact of Brexit on the global economy.
On the other hand, small-cap index Russell 2000 added over 2.4% in the last two days (as of July 12, 2016), but is still down 5.5% from the 52-week high. As a result, the upside potential from here is higher for small caps.
Investors should also note that even if the S&P 500 hit record highs this week, the index gained over just 1% in the last two days (as of July 12, 2016), indicating lower capital gains than Russell 2000 (see all small-cap ETFs here).
Small-Cap ETFs with a Dividend Focus: Great Picks
So, gutsy investors can wash their hands of large-cap stocks at the current level and take the small-cap ETF route to play the potential U.S. growth and a late as well as sluggish rate hike.
Also, with the U.S. benchmark Treasury yields hovering around extremely low levels and falling below 1.50% on July 13, 2016, a look at small-cap ETFs with 2% or more dividend yield seems warranted (read: Small-Cap Value ETFs: The Right Play Now? ).
IQ US Real Estate Small Cap ETF ROOF)
This small-cap real estate ETF yields over 5% annually. Also, investors should note that real-estate ETFs are rate-sensitive and perform well in a low-rate environment.
SPDR Russell 2000 Low Volatility ETF SMLV
The fund delivers exposure to low volatility by investing in small-cap equity securities. It yields about 2.87% annually (read: Fear Volatility in Small Caps? Try These Low Volatility ETFs ).
WisdomTree SmallCap Dividend Fund DES
DES looks to track the performance of the small-capitalization segment of the U.S. dividend-paying market. DES yields about 2.84% annually.
Vanguard Russell 2000 Value ETF VTWV
This fund gives exposure to small-cap value stocks which that can weather stock market downturns to a large extent. The fund yields 2.47% annually.
iShares Morningstar Small-Cap Value ETFJKL
This is yet another small-cap value focused ETF yielding about 2.44%.
Bottom Line
Investors should also note that the returns of afore-mentioned ETFs beat the S&P 500-based SPDR S&P 500 ETF Trust (SPY) and Dow Jones-based SPDR Dow Jones Industrial Average ETF Trust ( DIA) in the last five-day trading sessions (as of July 13, 2016).
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
SPDR-DJ IND AVG (DIA): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
WISDMTR-SC DIV (DES): ETF Research Reports
ISHARS-MO SC VL (JKL): ETF Research Reports
SPDR-R2000 LV (SMLV): ETF Research Reports
IQ-US RE SC (ROOF): ETF Research Reports
VANGD-RUS 2000V (VTWV): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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WisdomTree SmallCap Dividend Fund DES DES looks to track the performance of the small-capitalization segment of the U.S. dividend-paying market. DES yields about 2.84% annually. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports SPDR-R2000 LV (SMLV): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports VANGD-RUS 2000V (VTWV): ETF Research Reports To read this article on Zacks.com click here.
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports SPDR-R2000 LV (SMLV): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports VANGD-RUS 2000V (VTWV): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend Fund DES DES looks to track the performance of the small-capitalization segment of the U.S. dividend-paying market. DES yields about 2.84% annually.
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports SPDR-R2000 LV (SMLV): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports VANGD-RUS 2000V (VTWV): ETF Research Reports To read this article on Zacks.com click here. WisdomTree SmallCap Dividend Fund DES DES looks to track the performance of the small-capitalization segment of the U.S. dividend-paying market. DES yields about 2.84% annually.
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WisdomTree SmallCap Dividend Fund DES DES looks to track the performance of the small-capitalization segment of the U.S. dividend-paying market. DES yields about 2.84% annually. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports ISHARS-MO SC VL (JKL): ETF Research Reports SPDR-R2000 LV (SMLV): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports VANGD-RUS 2000V (VTWV): ETF Research Reports To read this article on Zacks.com click here.
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dc5d4938-e120-47f8-910e-ac82221f735c
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728382.0
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2016-07-11 00:00:00 UTC
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U.S. Job Data Relieves Investors: ETFs to Consider
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DES
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https://www.nasdaq.com/articles/u.s.-job-data-relieves-investors%3A-etfs-to-consider-2016-07-11
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nan
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nan
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After back-to-back months of weak job growth, U.S. hiring was stronger-than-expected in June, shrugging off all fears about the momentum loss in the labor market. The month of June saw the addition of 287,000 new jobs - the highest in eight months, which is way above a 180,000 rise expected by analysts.
June job growth also breezed past a downwardly revised and a shockingly low 11,000 last month. So, by now it is clear that May job data was a one-time event and a strike in Verizon was responsible for plenty of job losses.
In June, leisure and hospitality added 59,000 jobs in June. Health care and social assistance and information also generated about 58,000 and 44,000 jobs, respectively, in June. The unemployment rate rose to 4.9%, as more Americans entered the workforce.
Average hourly earnings nudged up 2 cents or about 0.1% to $25.61, which showed a slowdown. Even a downtrodden month like May saw 0.2% growth in average hourly rate. On a year-on-year basis, wage growth was 2.6% after rising 2.5% in May.
Fed Hike or Not?
Many may think that this rebound in the labor market might prompt the Fed to pull its trigger on further policy tightening in the near term. But lukewarm pay growth has put a question mark on the move. We believe that the Fed would like to see more stabilization in the job market before reviewing its policy (read: Dovish Fed Trims U.S. Outlook: ETFs to Buy ).
Plus, the latest job report was not as stellar as we saw in earlier months. The three-month average new jobs' gain figure came in at 147,000 - down from nearly 200,000 recorded in the first quarter - indicating room for improvement. Also, the expected contagion of the Brexit fallout on the global economy is yet to be realized and seems strong enough to keep the Fed away from hiking rates.
Market Impact
No matter what the Fed chooses to do, the market welcomed this bout of optimism after Brexit-induced worries and sell-off. As a result, the stock market saw joyous trading on July 8 -- the day the job data released. Among the big ETFs, SPY gained about 1.5%, DIA added 1.4% and QQQ advanced about 1.6% in the session. However, all three ETFs were down slightly after hours.
As far as the bond market is concerned, shorter-term, two-year U.S. Treasury bond yields rose 3 bps to 0.61% on July 8 as investors feared a Fed rate hike sooner or later; but the yield on the 10-year U.S. Treasury note slipped 3 bps to 1.37%.
Given this, we have highlighted ETFs that are the direct beneficiaries of job gains and will likely see smooth trading in the days ahead.
ETFs to Consider
PowerShares DB US Dollar Bullish Fund UUP
A healing job market translates into an improving economy which in turn will attract more capital into the country and lead to the strengthening of the U.S. dollar. UUP is the prime beneficiary of the rising dollar as it offers exposure to a basket of six world currencies - euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc. UUP added about 0.04% on July 8 and tacked on about 0.2% gains after hours (read: Best Performing Currency ETFs of 1H16 ).
Wisdomtree Smallcap Dividend DES
Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. And nothing could be better than a dividend quotient added to this capitalization in the present rocky environment. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? ).
IQ US Real Estate Smallcap ETF ROOF
As long-term U.S. Treasury yields are toying with record-low levels and the economy is gathering steam, this could be the right time to play a real estate ETF with a small-cap focus. Investors should note that real-estate ETFs are rate-sensitive and perform well in a low-rate environment. Also, the sector is high-yielding in nature. ROOF yields about 5.46% annually and added over 1.9% on July 8 (read: 3 Real Estate ETFs to Play Brexit Fears ).
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
SPDR-DJ IND AVG (DIA): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
NASDAQ-100 SHRS (QQQ): ETF Research Reports
PWRSH-DB US$ BU (UUP): ETF Research Reports
WISDMTR-SC DIV (DES): ETF Research Reports
IQ-US RE SC (ROOF): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here.
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here. Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now?
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here. Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now?
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Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here.
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82d2e5b3-dc07-4368-a546-2726327bae75
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728383.0
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2016-07-11 00:00:00 UTC
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ETFs to Buy After Strong Jobs Report
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DES
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https://www.nasdaq.com/articles/etfs-to-buy-after-strong-jobs-report-2016-07-11
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nan
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nan
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After back-to-back months of weak job growth, U.S. hiring was stronger-than-expected in June, shrugging off all fears about the momentum loss in the labor market. The month of June saw the addition of 287,000 new jobs - the highest in eight months, which is way above a 180,000 rise expected by analysts.
June job growth also breezed past a downwardly revised and a shockingly low 11,000 last month. So, by now it is clear that May job data was a one-time event and a strike in Verizon was responsible for plenty of job losses.
In June, leisure and hospitality added 59,000 jobs in June. Health care and social assistance and information also generated about 58,000 and 44,000 jobs, respectively, in June. The unemployment rate rose to 4.9%, as more Americans entered the workforce.
Average hourly earnings nudged up 2 cents or about 0.1% to $25.61, which showed a slowdown. Even a downtrodden month like May saw 0.2% growth in average hourly rate. On a year-on-year basis, wage growth was 2.6% after rising 2.5% in May.
Fed Hike or Not?
Many may think that this rebound in the labor market might prompt the Fed to pull its trigger on further policy tightening in the near term. But lukewarm pay growth has put a question mark on the move. We believe that the Fed would like to see more stabilization in the job market before reviewing its policy (read: Dovish Fed Trims U.S. Outlook: ETFs to Buy ).
Plus, the latest job report was not as stellar as we saw in earlier months. The three-month average new jobs' gain figure came in at 147,000 - down from nearly 200,000 recorded in the first quarter - indicating room for improvement. Also, the expected contagion of the Brexit fallout on the global economy is yet to be realized and seems strong enough to keep the Fed away from hiking rates.
Market Impact
No matter what the Fed chooses to do, the market welcomed this bout of optimism after Brexit-induced worries and sell-off. As a result, the stock market saw joyous trading on July 8 -- the day the job data released. Among the big ETFs, SPY gained about 1.5%, DIA added 1.4% and QQQ advanced about 1.6% in the session. However, all three ETFs were down slightly after hours.
As far as the bond market is concerned, shorter-term, two-year U.S. Treasury bond yields rose 3 bps to 0.61% on July 8 as investors feared a Fed rate hike sooner or later; but the yield on the 10-year U.S. Treasury note slipped 3 bps to 1.37%.
Given this, we have highlighted ETFs that are the direct beneficiaries of job gains and will likely see smooth trading in the days ahead.
ETFs to Consider
PowerShares DB US Dollar Bullish Fund UUP
A healing job market translates into an improving economy which in turn will attract more capital into the country and lead to the strengthening of the U.S. dollar. UUP is the prime beneficiary of the rising dollar as it offers exposure to a basket of six world currencies - euro, Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc. UUP added about 0.04% on July 8 and tacked on about 0.2% gains after hours (read: Best Performing Currency ETFs of 1H16 ).
Wisdomtree Smallcap Dividend DES
Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. And nothing could be better than a dividend quotient added to this capitalization in the present rocky environment. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? ).
IQ US Real Estate Smallcap ETF ROOF
As long-term U.S. Treasury yields are toying with record-low levels and the economy is gathering steam, this could be the right time to play a real estate ETF with a small-cap focus. Investors should note that real-estate ETFs are rate-sensitive and perform well in a low-rate environment. Also, the sector is high-yielding in nature. ROOF yields about 5.46% annually and added over 1.9% on July 8 (read: 3 Real Estate ETFs to Play Brexit Fears ).
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
SPDR-DJ IND AVG (DIA): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
NASDAQ-100 SHRS (QQQ): ETF Research Reports
PWRSH-DB US$ BU (UUP): ETF Research Reports
WISDMTR-SC DIV (DES): ETF Research Reports
IQ-US RE SC (ROOF): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here.
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here. Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now?
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Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here. Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now?
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Wisdomtree Smallcap Dividend DES Since small-cap stocks are mostly tied to the domestic economy, a turnaround in the labor market will bode well for the homeland as well as small-cap ETFs. Probably this is why DES, which yields about 2.84% annually, added over 2.2% on July 8 and is likely to be a hot favorite in the near term (read: Small-Cap Value ETFs: The Right Play Now? Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISDMTR-SC DIV (DES): ETF Research Reports IQ-US RE SC (ROOF): ETF Research Reports To read this article on Zacks.com click here.
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27b8ae86-dffd-43c9-a936-cc6a306d4a0b
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728384.0
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2016-06-22 00:00:00 UTC
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Covanta Holding Corporation (CVA) Ex-Dividend Date Scheduled for June 23, 2016
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DES
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https://www.nasdaq.com/articles/covanta-holding-corporation-cva-ex-dividend-date-scheduled-june-23-2016-2016-06-22
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nan
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nan
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Covanta Holding Corporation ( CVA ) will begin trading ex-dividend on June 23, 2016. A cash dividend payment of $0.25 per share is scheduled to be paid on July 06, 2016. Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 8th quarter that CVA has paid the same dividend. At the current stock price of $16.61, the dividend yield is 6.02%.
The previous trading day's last sale of CVA was $16.61, representing a -25.78% decrease from the 52 week high of $22.38 and a 33.09% increase over the 52 week low of $12.48.
CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). CVA's current earnings per share, an indicator of a company's profitability, is $.49. Zacks Investment Research reports CVA's forecasted earnings growth in 2016 as -16.07%, compared to an industry average of 13.6%.
For more information on the declaration, record and payment dates, visit the CVA Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVA through an Exchange Traded Fund [ETF]?
The following ETF(s) have CVA as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 19.5% over the last 100 days. It also has the highest percent weighting of CVA at 1.05%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 19.5% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 19.5% over the last 100 days.
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 19.5% over the last 100 days.
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030831b9-70ea-4d0b-bb96-c995abb4c032
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728385.0
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2016-06-07 00:00:00 UTC
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GNC Holdings, Inc. (GNC) Ex-Dividend Date Scheduled for June 08, 2016
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DES
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https://www.nasdaq.com/articles/gnc-holdings-inc-gnc-ex-dividend-date-scheduled-june-08-2016-2016-06-07
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nan
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nan
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GNC Holdings, Inc. ( GNC ) will begin trading ex-dividend on June 08, 2016. A cash dividend payment of $0.2 per share is scheduled to be paid on June 24, 2016. Shareholders who purchased GNC prior to the ex-dividend date are eligible for the cash dividend payment. This represents an 11.11% increase over the same period a year ago. At the current stock price of $26.31, the dividend yield is 3.04%.
The previous trading day's last sale of GNC was $26.31, representing a -49.1% decrease from the 52 week high of $51.69 and a 16.21% increase over the 52 week low of $22.64.
GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Etablissements Delhaize Freres et Cie "Le Lion" S.A. ( DEG ). GNC's current earnings per share, an indicator of a company's profitability, is $2.56. Zacks Investment Research reports GNC's forecasted earnings growth in 2016 as -.68%, compared to an industry average of 9.7%.
For more information on the declaration, record and payment dates, visit the GNC Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to GNC through an Exchange Traded Fund [ETF]?
The following ETF(s) have GNC as a top-10 holding:
WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS )
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 18.8% over the last 100 days. DGRS has the highest percent weighting of GNC at 0.88%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Etablissements Delhaize Freres et Cie "Le Lion" S.A. ( DEG ). The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 18.8% over the last 100 days.
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The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Etablissements Delhaize Freres et Cie "Le Lion" S.A. ( DEG ). The top-performing ETF of this group is DES with an increase of 18.8% over the last 100 days.
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The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Etablissements Delhaize Freres et Cie "Le Lion" S.A. ( DEG ). The top-performing ETF of this group is DES with an increase of 18.8% over the last 100 days.
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The top-performing ETF of this group is DES with an increase of 18.8% over the last 100 days. GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Etablissements Delhaize Freres et Cie "Le Lion" S.A. ( DEG ). The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ).
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ebf4a998-0453-472f-b09e-c5a86741c1f3
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728386.0
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2016-06-03 00:00:00 UTC
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Insiders Buy the Holdings of DES ETF
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DES
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https://www.nasdaq.com/articles/insiders-buy-holdings-des-etf-2016-06-03
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
Mentor Graphics Corp (Symbol: MENT), which makes up 0.22% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $2,934,578 worth of MENT, making it the #140 largest holding. The table below details the recent insider buying activity observed at MENT:
MENT - last trade: $21.74 - Recent Insider Buys:
And Conmed Corp. (Symbol: CNMD), the #185 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 4 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $2,058,813 worth of CNMD, which represents approximately 0.16% of the ETF's total assets at last check. The recent insider buying activity observed at CNMD is detailed in the table below:
CNMD - last trade: $42.19 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months. Mentor Graphics Corp (Symbol: MENT), which makes up 0.22% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at MENT: MENT - last trade: $21.74 - Recent Insider Buys: And Conmed Corp. (Symbol: CNMD), the #185 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 4 directors and officers as recently filing Form 4's indicating purchases.
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Mentor Graphics Corp (Symbol: MENT), which makes up 0.22% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at MENT: MENT - last trade: $21.74 - Recent Insider Buys: And Conmed Corp. (Symbol: CNMD), the #185 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 4 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at MENT: MENT - last trade: $21.74 - Recent Insider Buys: And Conmed Corp. (Symbol: CNMD), the #185 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 4 directors and officers as recently filing Form 4's indicating purchases. Mentor Graphics Corp (Symbol: MENT), which makes up 0.22% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Mentor Graphics Corp (Symbol: MENT), which makes up 0.22% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at MENT: MENT - last trade: $21.74 - Recent Insider Buys: And Conmed Corp. (Symbol: CNMD), the #185 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 4 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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a5c3b28c-5559-41e5-b780-618c293b9a16
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728387.0
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2016-05-20 00:00:00 UTC
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Insiders Bullish on Certain Holdings of DES
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DES
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https://www.nasdaq.com/articles/insiders-bullish-certain-holdings-des-2016-05-20
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.5% of holdings on a weighted basis have experienced insider buying within the past six months.
Lexmark International, Inc. (Symbol: LXK), which makes up 0.74% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $9,373,347.84 worth of LXK, making it the #8 largest holding. The table below details the recent insider buying activity observed at LXK:
LXK - last trade: $37.49 - Recent Insider Buys:
And Kronos Worldwide Inc (Symbol: KRO), the #27 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $6,777,856.80 worth of KRO, which represents approximately 0.53% of the ETF's total assets at last check. The recent insider buying activity observed at KRO is detailed in the table below:
KRO - last trade: $5.66 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.5% of holdings on a weighted basis have experienced insider buying within the past six months. Lexmark International, Inc. (Symbol: LXK), which makes up 0.74% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $37.49 - Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #27 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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Lexmark International, Inc. (Symbol: LXK), which makes up 0.74% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $37.49 - Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #27 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.5% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.5% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $37.49 - Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #27 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. Lexmark International, Inc. (Symbol: LXK), which makes up 0.74% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Lexmark International, Inc. (Symbol: LXK), which makes up 0.74% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $37.49 - Recent Insider Buys: And Kronos Worldwide Inc (Symbol: KRO), the #27 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.5% of holdings on a weighted basis have experienced insider buying within the past six months.
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99e2e20f-6bd8-41ac-8ad4-f75b8c6ad65c
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728388.0
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2016-05-12 00:00:00 UTC
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Don't Overlook Dividends In The Small-Cap World
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DES
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https://www.nasdaq.com/articles/dont-overlook-dividends-small-cap-world-2016-05-12
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nan
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nan
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Conventional wisdom is that companies paying dividends are past their prime. It’s also widely believed that small-cap stocks offer more growth potential than large-cap issues.
The first assertion is not necessarily true, while the second is generally correct over very long time periods, though small-caps are more volatile.
What then should advisers make of small-cap dividend paying stocks? The numbers show that, over the long term, they outperform small-cap non-payers and exhibit lower volatility. Using Compustat data, small-cap manager Royce & Associates recently studied the performance of payers vs. non-payers in the Russell 2000 index from 1993 through 2015. Stocks were resorted each month into one of the two categories and performance calculations made using month-end data.
The study concluded that payers had higher total returns in 14 of the 23 calendar years examined. Over the entire period studied, dividend payers in the Russell 2000 had a higher average annual total return (10.5%) than non-payers (7.5%) or the index as a whole (8.8%). What’s more, the payers had a lower standard deviation (15) than non-payers (23.7) or the index (19).
While Royce did the work of separating payers and non-payers in the Russell 2000, index supplier FTSE Russell has yet to take on that task for the marketplace. The company does offer a benchmark of stocks in the small-cap index that have increased dividends annually for 10 or more years. It’s available as an ETF, the ProShares Russell 2000 Dividend Growers (SMDV, expense ratio: 0.40%). But long-term dividend increasers can be very different from dividend payers, and SMDV was launched a little more than a year ago, so there’s not much real-time history to go on.
Advisers looking for an easy way to buy the domestic small-cap dividend universe can do so via the WisdomTree SmallCap Dividend Fund (DES). How does the performance of DES compare with that of iShares Russell 2000 ETF (IWM), which includes both payers and non-payers?
Morningstar calculates that DES beat IWM in total return for the year-to-date, one-year, three-year and five-year periods ending May 6, 2016. The DES outperformance was consistent whether calculated using market price or net asset value. DES was launched in June 2006, so next month brings performance data to compare with IWM’s 10-year record.
Although both funds hold small-cap stocks, they are significantly different portfolios. IWM tracks the Russell 2000, owns 1,947 stocks, and has 19% annual turnover. About 3% of assets are in the top 10 holdings. DES uses a proprietary WisdomTree index, holds 708 stocks, and has 33% annual turnover. About 10% of its assets are in the top 10 holdings.
Neither fund has a yield that will make clients rich: IWM’s 12-month trailing yield is 1.49% vs. DES’s 2.92%. DES is more costly to own with an expense ratio of 0.38% vs. IWM’s 0.20%.
Although ProShares Russell 2000 Dividend Growers (SMDV) is too new for anyone to say that it presents a better small-cap dividend approach, its one-year total return based on NAV is 13.25% vs. 2.76% for DES. On a year-to-date basis through May 6, the returns are much closer with DES at 8.17% and 8.53% for SMDV, according to Morningstar.
Why the significant outperformance of SMDV for the one-year period? Small-cap energy stocks may hold the answer. Few would have had a 10-year dividend-increase record to qualify for SMDV. But any small-cap energy stock that paid a dividend would have made it into DES. And DES would have had to hold them until they eliminated their dividends amid the oil-price decline.
This article was originally published at OnWallStreet.com.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
© 2016 SourceMedia, Inc. All rights reserved. Content originally published in On Wall Street. No further distribution, reuse, or republication permitted without the written consent of SourceMedia Inc. For more from On Wall Street, go to: http://www.onwallstreet.com/.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Morningstar calculates that DES beat IWM in total return for the year-to-date, one-year, three-year and five-year periods ending May 6, 2016. Advisers looking for an easy way to buy the domestic small-cap dividend universe can do so via the WisdomTree SmallCap Dividend Fund (DES). How does the performance of DES compare with that of iShares Russell 2000 ETF (IWM), which includes both payers and non-payers?
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Advisers looking for an easy way to buy the domestic small-cap dividend universe can do so via the WisdomTree SmallCap Dividend Fund (DES). How does the performance of DES compare with that of iShares Russell 2000 ETF (IWM), which includes both payers and non-payers? Morningstar calculates that DES beat IWM in total return for the year-to-date, one-year, three-year and five-year periods ending May 6, 2016.
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Advisers looking for an easy way to buy the domestic small-cap dividend universe can do so via the WisdomTree SmallCap Dividend Fund (DES). Although ProShares Russell 2000 Dividend Growers (SMDV) is too new for anyone to say that it presents a better small-cap dividend approach, its one-year total return based on NAV is 13.25% vs. 2.76% for DES. How does the performance of DES compare with that of iShares Russell 2000 ETF (IWM), which includes both payers and non-payers?
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Although ProShares Russell 2000 Dividend Growers (SMDV) is too new for anyone to say that it presents a better small-cap dividend approach, its one-year total return based on NAV is 13.25% vs. 2.76% for DES. Advisers looking for an easy way to buy the domestic small-cap dividend universe can do so via the WisdomTree SmallCap Dividend Fund (DES). How does the performance of DES compare with that of iShares Russell 2000 ETF (IWM), which includes both payers and non-payers?
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663e47f3-a727-448d-816e-a9047b1cd948
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728389.0
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2016-04-28 00:00:00 UTC
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Targa Resources, Inc. (TRGP) Ex-Dividend Date Scheduled for April 29, 2016
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DES
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https://www.nasdaq.com/articles/targa-resources-inc-trgp-ex-dividend-date-scheduled-april-29-2016-2016-04-28
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nan
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nan
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Targa Resources, Inc. ( TRGP ) will begin trading ex-dividend on April 29, 2016. A cash dividend payment of $0.91 per share is scheduled to be paid on May 16, 2016. Shareholders who purchased TRGP prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 3rd quarter that TRGP has paid the same dividend. At the current stock price of $40.46, the dividend yield is 9%.
The previous trading day's last sale of TRGP was $40.46, representing a -62.41% decrease from the 52 week high of $107.63 and a 178.08% increase over the 52 week low of $14.55.
TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). TRGP's current earnings per share, an indicator of a company's profitability, is $1.05. Zacks Investment Research reports TRGP's forecasted earnings growth in 2016 as -136.58%, compared to an industry average of 1.4%.
For more information on the declaration, record and payment dates, visit the TRGP Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to TRGP through an Exchange Traded Fund [ETF]?
The following ETF(s) have TRGP as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 4.73% over the last 100 days. It also has the highest percent weighting of TRGP at 0.98%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 4.73% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The top-performing ETF of this group is DES with an increase of 4.73% over the last 100 days.
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The following ETF(s) have TRGP as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). TRGP is a part of the Public Utilities sector, which includes companies such as Enterprise Products Partners L.P. ( EPD ) and National Grid Transco, PLC ( NGG ). The top-performing ETF of this group is DES with an increase of 4.73% over the last 100 days.
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06ff1c57-18c5-42d3-9b15-cd150b70542f
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728390.0
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2016-04-27 00:00:00 UTC
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WisdomTree SmallCap Dividend Fund -- Insider Buying Index Registering 18.0%
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DES
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https://www.nasdaq.com/articles/wisdomtree-smallcap-dividend-fund-insider-buying-index-registering-180-2016-04-27
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 18.0% of holdings on a weighted basis have experienced insider buying within the past six months.
Kennametal Inc. (Symbol: KMT), which makes up 0.40% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $5,119,078 worth of KMT, making it the #61 largest holding. The table below details the recent insider buying activity observed at KMT:
KMT - last trade: $23.98 - Recent Insider Buys:
And Rent-A-Center Inc. (Symbol: RCII), the #71 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $4,444,130 worth of RCII, which represents approximately 0.35% of the ETF's total assets at last check. The recent insider buying activity observed at RCII is detailed in the table below:
RCII - last trade: $15.50 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 18.0% of holdings on a weighted basis have experienced insider buying within the past six months. Kennametal Inc. (Symbol: KMT), which makes up 0.40% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $23.98 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #71 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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Kennametal Inc. (Symbol: KMT), which makes up 0.40% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $23.98 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #71 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 18.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 18.0% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $23.98 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #71 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. Kennametal Inc. (Symbol: KMT), which makes up 0.40% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Kennametal Inc. (Symbol: KMT), which makes up 0.40% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 4 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $23.98 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #71 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 18.0% of holdings on a weighted basis have experienced insider buying within the past six months.
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5faca1f3-4138-4270-86ac-2f3b14c3ed62
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728391.0
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2016-04-27 00:00:00 UTC
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Geo Group Inc (GEO) Ex-Dividend Date Scheduled for April 28, 2016
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DES
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https://www.nasdaq.com/articles/geo-group-inc-geo-ex-dividend-date-scheduled-april-28-2016-2016-04-27
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nan
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nan
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Geo Group Inc ( GEO ) will begin trading ex-dividend on April 28, 2016. A cash dividend payment of $0.65 per share is scheduled to be paid on May 12, 2016. Shareholders who purchased GEO prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 3rd quarter that GEO has paid the same dividend. At the current stock price of $32.81, the dividend yield is 7.92%.
The previous trading day's last sale of GEO was $32.81, representing a -22.69% decrease from the 52 week high of $42.44 and a 28.57% increase over the 52 week low of $25.52.
GEO is a part of the Consumer Services sector, which includes companies such as Simon Property Group, Inc. ( SPG ) and Public Storage ( PSA ). GEO's current earnings per share, an indicator of a company's profitability, is $1.88. Zacks Investment Research reports GEO's forecasted earnings growth in 2016 as 1.04%, compared to an industry average of 4.8%.
For more information on the declaration, record and payment dates, visit the GEO Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to GEO through an Exchange Traded Fund [ETF]?
The following ETF(s) have GEO as a top-10 holding:
PowerShares KBW Premium Yield Equity REIT Portfolio ETF ( KBWY )
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is KBWY with an increase of 3.27% over the last 100 days. It also has the highest percent weighting of GEO at 3.88%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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GEO is a part of the Consumer Services sector, which includes companies such as Simon Property Group, Inc. ( SPG ) and Public Storage ( PSA ). The following ETF(s) have GEO as a top-10 holding: PowerShares KBW Premium Yield Equity REIT Portfolio ETF ( KBWY ) WisdomTree Trust SmallCap Dividend Fund ( DES ). Zacks Investment Research reports GEO's forecasted earnings growth in 2016 as 1.04%, compared to an industry average of 4.8%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. GEO is a part of the Consumer Services sector, which includes companies such as Simon Property Group, Inc. ( SPG ) and Public Storage ( PSA ). The following ETF(s) have GEO as a top-10 holding: PowerShares KBW Premium Yield Equity REIT Portfolio ETF ( KBWY ) WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have GEO as a top-10 holding: PowerShares KBW Premium Yield Equity REIT Portfolio ETF ( KBWY ) WisdomTree Trust SmallCap Dividend Fund ( DES ). GEO is a part of the Consumer Services sector, which includes companies such as Simon Property Group, Inc. ( SPG ) and Public Storage ( PSA ). Geo Group Inc ( GEO ) will begin trading ex-dividend on April 28, 2016.
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GEO is a part of the Consumer Services sector, which includes companies such as Simon Property Group, Inc. ( SPG ) and Public Storage ( PSA ). The following ETF(s) have GEO as a top-10 holding: PowerShares KBW Premium Yield Equity REIT Portfolio ETF ( KBWY ) WisdomTree Trust SmallCap Dividend Fund ( DES ). Geo Group Inc ( GEO ) will begin trading ex-dividend on April 28, 2016.
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397bd02e-2bf3-45fc-93d3-02c4e78a092a
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728392.0
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2016-04-22 00:00:00 UTC
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Cal-Maine Foods, Inc. (CALM) Ex-Dividend Date Scheduled for April 25, 2016
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DES
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https://www.nasdaq.com/articles/cal-maine-foods-inc-calm-ex-dividend-date-scheduled-april-25-2016-2016-04-22
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nan
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nan
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Cal-Maine Foods, Inc. ( CALM ) will begin trading ex-dividend on April 25, 2016. A cash dividend payment of $0.441 per share is scheduled to be paid on May 12, 2016. Shareholders who purchased CALM prior to the ex-dividend date are eligible for the cash dividend payment. This represents an -41.28% decrease from the prior quarter. At the current stock price of $50.18, the dividend yield is 3.52%.
The previous trading day's last sale of CALM was $50.18, representing a -20.66% decrease from the 52 week high of $63.25 and a 25.12% increase over the 52 week low of $40.11.
CALM is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). CALM's current earnings per share, an indicator of a company's profitability, is $7.49. Zacks Investment Research reports CALM's forecasted earnings growth in 2016 as 110.66%, compared to an industry average of 10.1%.
For more information on the declaration, record and payment dates, visit the CALM Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CALM through an Exchange Traded Fund [ETF]?
The following ETF(s) have CALM as a top-10 holding:
PowerShares S&P SmallCap Consumer Staples Portfolio ( PSCC )
WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS )
WisdomTree Trust SmallCap Dividend Fund ( DES )
Guggenheim S&P Smallcap 600 Pure Growth ETF ( RZG )
PowerShares Russell 2000 Equal Weight Portfolio ( EQWS ).
The top-performing ETF of this group is DES with an increase of 2.36% over the last 100 days. PSCC has the highest percent weighting of CALM at 5.44%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CALM is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). The following ETF(s) have CALM as a top-10 holding: PowerShares S&P SmallCap Consumer Staples Portfolio ( PSCC ) WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Guggenheim S&P Smallcap 600 Pure Growth ETF ( RZG ) PowerShares Russell 2000 Equal Weight Portfolio ( EQWS ). The top-performing ETF of this group is DES with an increase of 2.36% over the last 100 days.
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The following ETF(s) have CALM as a top-10 holding: PowerShares S&P SmallCap Consumer Staples Portfolio ( PSCC ) WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Guggenheim S&P Smallcap 600 Pure Growth ETF ( RZG ) PowerShares Russell 2000 Equal Weight Portfolio ( EQWS ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CALM is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ).
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The following ETF(s) have CALM as a top-10 holding: PowerShares S&P SmallCap Consumer Staples Portfolio ( PSCC ) WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Guggenheim S&P Smallcap 600 Pure Growth ETF ( RZG ) PowerShares Russell 2000 Equal Weight Portfolio ( EQWS ). CALM is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). The top-performing ETF of this group is DES with an increase of 2.36% over the last 100 days.
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The following ETF(s) have CALM as a top-10 holding: PowerShares S&P SmallCap Consumer Staples Portfolio ( PSCC ) WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ) Guggenheim S&P Smallcap 600 Pure Growth ETF ( RZG ) PowerShares Russell 2000 Equal Weight Portfolio ( EQWS ). CALM is a part of the Consumer Non-Durables sector, which includes companies such as Philip Morris International Inc ( PM ) and Altria Group ( MO ). The top-performing ETF of this group is DES with an increase of 2.36% over the last 100 days.
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48a65f72-0cbc-4d92-b354-02f491205ad7
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728393.0
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2016-04-22 00:00:00 UTC
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5 Dividend ETFs to Pad Your Portfolio
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DES
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https://www.nasdaq.com/articles/5-dividend-etfs-to-pad-your-portfolio-2016-04-22
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nan
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nan
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InvestorPlace InvestorPlace - Stock Market News, Stock Advice & Trading Tips
There's a lot to like about dividend stocks .
For one thing, dividend stocks and their payouts have driven long-term returns. Over time, dividends have played the single largest role in the overall gains in the stock market. Since 1930 , dividends have accounted for nearly 42% of the total returns of the S&P 500 . Without dividends, we would have significantly less in the way of total market returns.
At the same time, stock dividends carry lucrative tax advantages and offer the ability to beat inflation as companies raise their payouts. That's something that the interest from bonds can't do.
And let's not forget that dividend payments can help cushion downturns in the stock market as well.
So everyone should have a hefty dose of dividends in their portfolios. And one of the easiest ways to get that fix is through an exchange-traded fund.
There are now numerous ETFs that specialize in paying dividends. By using a dividend ETF, investors gain all the benefits of dividends while adding plenty of diversification as well.
7 Dividend Stocks That Have Paid Investors Since the 19th Century
Here are five dividend ETFs that investors should consider today.
Dividend ETFs to Buy: Vanguard High Dividend Yield ETF (VYM)
Dividend Yield : 3.2%
Expenses: 0.09%, or $9 per $10,000 invested
For investors looking for a core option, the Vanguard High Dividend Yield ETF ( VYM ) could be one of the best dividend ETFs to pick.
The ETF's index - the FTSE High Dividend Yield Index - tracks a portfolio of large-cap stocks that pay above-average dividends relative to the broad market. And while the name "high yield" conjures up images of risky stocks with eye-popping yields that are waiting to be cut, this simply isn't the case at VYM.
Its portfolio of 480 different stocks is chocked full of steady-eddie blue chips that churn out secure dividends and cash flows. Top holdings for the ETF include Wells Fargo & Co. ( WFC ) and The Coca-Cola Co ( KO ).
That focus on dividends from top firms has helped VYM perform pretty well over the years.
For the last five years , ending March 31, VYM has managed to return 12.67% annually. That's enough to turn $100,000 into more than $182,000 - and the main part of that return has been dividends.
Expenses for VYM run at a Vanguard-cheap 0.09%, or $9 per $10,000 invested.
Dividend ETFs to Buy: iShares Core Dividend Growth ETF (DGRO)
Dividend Yield : 2.5%
Expenses: 0.12%
A high headline yield isn't everything . In fact, stocks with smaller yields that consistently grow their payouts actually take the cake when it comes to long-term returns. That's because these rising dividend payouts can help keep the cold hand of inflation at bay.
Over the longer term, inflation is one of the main deterrents to wealth generation and retirement.
With that in mind, the iShares Core Dividend Growth ETF ( DGRO ) is a great dividend stocks pick.
DGRO tracks an index of U.S. stocks that have grown their payouts year in and year out. Stocks in the index are screened for sustainability of dividend growth, meaning, DGRO will kick out any firm that has shaky financials or poor cash flows in order to keep the dividend growth going.
The dividend ETF's holdings read like a who's who of American blue chips, including Exxon Mobil Corporation ( XOM ) and Pfizer Inc. ( PFE ).
DGRO's current yield of 2.5% is designed to grow over time as more of these firms hand over more cash over the long haul. Again, the name of the game isn't that yield - albeit, 2.5% is still pretty good. The game is increasing an investor's yield on cost.
7 Dividend Stocks With Oodles of Room to Grow
Expenses for DRGO are cheap at just 0.12%.
Dividend ETFs to Buy: Global X SuperDividend ETF (SDIV)
Dividend Yield : 7.9%
Expenses: 0.58%
But what happens if you are just looking for that headline yield? Dividend ETFs deliver again.
The Global X SuperDividend ETF ( SDIV ) is an odd mixture of various global high-yielding stocks, trusts, MLPs and other securities. However, in that diverse mixture, investors are treated to one of the highest-yielding dividend ETFs around. Currently, SDIV's yield is around 7.9%.
In order to get that yield, SDIV will scour the globe for the 100 highest yielding securities. It'll then equal-weight those firms selected to help balance out the risk associated with high-yielding stocks. SDIV will also apply certain dividend stability filters to help cushion the potential downside.
Currently, real estate investment trusts (REITs) - both equity and mortgage REITs - make up around 43% of the dividend ETF's holdings . That high weighting could be a problem if the Federal Reserve keeps on raising interest rates.
Helping counterbalance that is the fund's global nature. SDIV has the United States only making up around 39% of the ETF's assets. There's plenty of geographic, currency and interest-rate risk exposures in the fund.
SDIV has an added bonus of paying its dividend monthly. Expenses run 0.58%.
Dividend ETFs to Buy: SPDR S&P International Dividend ETF (DWX)
Dividend Yield : 5.9%
Expenses: 0.45%
When it comes to dividends, investors shouldn't ignore stocks overseas. Just as in the U.S., dividends overseas have helped on the total return front … perhaps even more than in the U.S., as international firms tend to have more dividend-friendly policies.
A prime way to add a dash of international dividends is through the SPDR S&P International Dividend ETF ( DWX ).
DWX tracks the 100 highest dividend-yielding common stocks and ADRs in the developed world outside of the United States. Australia, the United Kingdom and Canada round out the top three country holdings.
And while not the dominate holdings, the fund does include some exposure to emerging markets . Investors shouldn't fret this, as DWX's emerging market holdings are some of the top and largest firms in their respective industries. These aren't fly-by-night operations.
Top holdings include Crescent Point Energy Corporation ( CPG ) and Rio Tinto Plc (ADR) ( RIO ).
Overall, the fund is quite balanced in terms of international exposure. That wide range of firms helps DWX produce a hefty 5.9% dividend yield. That yield could grow further as foreign currencies fluctuate against the U.S. dollar. While the greenback has been surging lately, historically it hasn't. If it reverts back to the mean, investors could be treated with higher dividends.
The 10 Best Mutual Funds of the Past 10 Years
Expenses for DWX run at 0.45%.
Dividend ETFs to Buy: WisdomTree SmallCap Dividend ETF (DES)
Dividend Yield : 3.9%
Expenses: 0.38%
Investors often look towards small caps purely as growth elements. However, when you add a touch of dividends, they get even better.
But finding those small-caps with strong payouts can be a difficult task. Luckily, dividend ETFs can help you out.
The WisdomTree SmallCap Dividend ETF ( DES ) is a perfect fund to use in order to profit from this.
DES tracks a basket of small-cap dividends stocks here in the United States. While the ETF does choose those with the highest yields, it also adds a bunch of financial and fundamental screens in order to insure that those dividends are secure. By doing this, DES hopes to avoid any of the extra risks that come along with small-cap investing.
Top holdings for the ETF include utility Allete Inc ( ALE ) and natural gas processor Targa Resources Corp ( TRGP ).
The focus on dividends and small caps has been pretty fruitful for DES's investors. The fund over the last five years has managed to produce a 10.7% annual return . For pure income seekers, DES is also great. The ETF currently yields 3.9% and pays that dividend monthly.
Expenses for the small-cap dividend ETF run at just 0.38%.
As of this writing, Aaron Levitt was long VHDYX, which is the mutual fund share class of VYM.
The post 5 Dividend ETFs to Pad Your Portfolio appeared first on InvestorPlace .
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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DGRO's current yield of 2.5% is designed to grow over time as more of these firms hand over more cash over the long haul. Dividend ETFs to Buy: WisdomTree SmallCap Dividend ETF (DES) Dividend Yield : 3.9% Expenses: 0.38% Investors often look towards small caps purely as growth elements. The WisdomTree SmallCap Dividend ETF ( DES ) is a perfect fund to use in order to profit from this.
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Dividend ETFs to Buy: WisdomTree SmallCap Dividend ETF (DES) Dividend Yield : 3.9% Expenses: 0.38% Investors often look towards small caps purely as growth elements. DGRO's current yield of 2.5% is designed to grow over time as more of these firms hand over more cash over the long haul. The WisdomTree SmallCap Dividend ETF ( DES ) is a perfect fund to use in order to profit from this.
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DGRO's current yield of 2.5% is designed to grow over time as more of these firms hand over more cash over the long haul. Dividend ETFs to Buy: WisdomTree SmallCap Dividend ETF (DES) Dividend Yield : 3.9% Expenses: 0.38% Investors often look towards small caps purely as growth elements. The WisdomTree SmallCap Dividend ETF ( DES ) is a perfect fund to use in order to profit from this.
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DES tracks a basket of small-cap dividends stocks here in the United States. DGRO's current yield of 2.5% is designed to grow over time as more of these firms hand over more cash over the long haul. Dividend ETFs to Buy: WisdomTree SmallCap Dividend ETF (DES) Dividend Yield : 3.9% Expenses: 0.38% Investors often look towards small caps purely as growth elements.
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11c3ee07-6855-473d-a4e1-85ce55b1ee51
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728394.0
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2016-04-01 00:00:00 UTC
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Insiders Bullish on Certain Holdings of DES
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DES
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https://www.nasdaq.com/articles/insiders-bullish-certain-holdings-des-2016-04-01
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.3% of holdings on a weighted basis have experienced insider buying within the past six months.
Lexmark International, Inc. (Symbol: LXK), which makes up 0.63% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $7,657,613 worth of LXK, making it the #16 largest holding. The table below details the recent insider buying activity observed at LXK:
LXK - last trade: $33.43 - Recent Insider Buys:
And Time Inc (Symbol: TIME), the #20 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 4 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $6,872,948 worth of TIME, which represents approximately 0.57% of the ETF's total assets at last check. The recent insider buying activity observed at TIME is detailed in the table below:
TIME - last trade: $15.44 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.3% of holdings on a weighted basis have experienced insider buying within the past six months. Lexmark International, Inc. (Symbol: LXK), which makes up 0.63% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $33.43 - Recent Insider Buys: And Time Inc (Symbol: TIME), the #20 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 4 directors and officers as recently filing Form 4's indicating purchases.
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Lexmark International, Inc. (Symbol: LXK), which makes up 0.63% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $33.43 - Recent Insider Buys: And Time Inc (Symbol: TIME), the #20 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 4 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.3% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $33.43 - Recent Insider Buys: And Time Inc (Symbol: TIME), the #20 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 4 directors and officers as recently filing Form 4's indicating purchases. Lexmark International, Inc. (Symbol: LXK), which makes up 0.63% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Lexmark International, Inc. (Symbol: LXK), which makes up 0.63% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at LXK: LXK - last trade: $33.43 - Recent Insider Buys: And Time Inc (Symbol: TIME), the #20 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 4 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.3% of holdings on a weighted basis have experienced insider buying within the past six months.
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6708afe0-b3d6-43d2-8c63-a6572a625941
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728395.0
|
2016-03-30 00:00:00 UTC
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The Zacks Analyst Blog Highlights: SmallCap Dividend Fund, Vanguard Small-Cap Value ETF and S&P Small Cap 600 Value Index Fund
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DES
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https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-smallcap-dividend-fund-vanguard-small-cap-value-etf-and
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nan
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nan
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For Immediate Release
Chicago, IL - March 30, 2016 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include SmallCap Dividend Fund ( DES ), Vanguard Small-Cap Value ETF ( VBR ) and S&P Small Cap 600 Value Index Fund ( IJS ) .
Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free .
Here are highlights from Tuesday's Analyst Blog:
Small-Cap Value ETFs: The Right Play Now?
The ominous clouds that have been hanging over the U.S. small-cap ETFs space since the start of the year seem to be dispersing now. The space came under pressure at the beginning of 2016 due to a raft of downbeat U.S. economic readings, weaker greenback and risk-off trade sentiments in the market (owing to global growth worries as well as oil price turmoil) and threw U.S. small-cap ETFs out of investors' favor.
However, things are turning around lately with a volley of improving U.S. economic data, be it labor market, retail and manufacturing. Though the Fed reduced its forecasts for rate hikes in 2016 from four to just two hikes, a few hawkish comments from some Fed officials revived the rate hike talks (read: Buy Ranked Dividend Growth ETFs in Focus after Fed Meeting ).
As per these officials, the reduced rate hike projection mainly reflected the tantrums thrown by the global financial market, which are now showing signs of cooling off. The two important indicators to measure the timing of another rate hike - labor market and inflation - are both stabilizing.
San Francisco Fed president even said that he would promote a hike as early as April. Meanwhile, Q4 2015 U.S. GDP was adjusted higher, from the advanced estimate of 0.7% to 1.0% in the second estimate and then finally to 1.4% in the third reading.
This is the reason that small cap stocks could arguably be better plays in today's economy. Small caps perform better when the domestic economy is marching higher as these pint-sized stocks generate most of their revenues from the domestic market, turning out to be safer bets than their large and mid cap cousins. As these are less exposed to foreign markets, these stocks remain less scathed by the stronger greenback.
Having said this, we would like to note that uncertainties in the economy still persist. The latest data which showed that the U.S. consumer spending grew slightly in February and overall inflation moved back gave us some reasons to doubt the possibility of an April rate hike.
Also, small caps normally experience higher levels of volatility. That is why investors intending to bet on small-cap ETFs may also need some amount of safety or value quotient in their portfolio. This strategy may prove fruitful for investors as the chances of the market going wild are higher next month (read: The Safest Stocks and ETFs for Momentum Investors Right Now ).
Analysts noted that, "during the periods when the Fed was raising interest rates, the value stocks had an average return of 1.2% a month, or 14.4% a year, versus the growth index's 0.7% a month, or 8.3% a year."
Below we highlight three such ETFs which could be in focus in the coming days (read: Enjoy Growth & Income with These Small-Cap Value ETFs ).
SmallCap Dividend Fund ( DES )
DES looks to track the performance of the WisdomTree SmallCap Dividend Index. The fund is one of the popular choices in the small-cap value space with about $1.17 billion in AUM. It charges 38 bps in fees (see all small-cap ETFs here).
Holding more than 700 stocks in its basket, the product puts about 10% of its total assets in the top 10 holdings, suggesting low concentration risk. Sector wise, this ETF is heavy on financials (24.6%) followed by consumer discretionary (18.3%), industrials (16.5%) and utilities (10.0%)
The fund has a yield of 2.94% per annum. The fund carries a Medium risk outlook along with a Zacks ETF Rank #3 (Hold).
Vanguard Small-Cap Value ETF ( VBR )
This fund provides exposure to the value segment of the U.S. small cap market by tracking the CRSP US Small Cap Value Index. It holds a large basket of 856 stocks, which is widely spread across individual securities as none of these has more than 0.6% of assets.
In terms of sector exposure, financials dominates the portfolio at 30.4%, followed by industrials (20.2%) and consumer services (12.2%). The ETF is quite popular with AUM of more than $6.01 billion. It charges 9 bps in fees per year from investors.
The fund has a dividend yield of 2.30% (as of March 28, 2016). VBR has a Zacks ETF Rank #3 with a Medium risk outlook.
S&P Small Cap 600 Value Index Fund ( IJS )
The fund looks to provide exposure to U.S. small-cap value stocks by tracking the S&P SmallCap 600 Value Index. The $3.23-billion fund holds a total of 453 small cap stocks. The fund appears diversified as no stock accounts for more than 1.07% of the basket. Among the different sectors, Financials, Industrials, Consumer Discretionary and IT occupy the top four positions with 21.7%, 18.9%, 16.4% and 16% of weight, respectively. The fund charges a premium of 25 basis points annually. This Zacks Rank #3 ETF yields 1.52% annually (as of March 28, 2016).
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.Click to get this free report >>
About Zacks Equity Research
Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term.
Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons.
Zacks "Profit from the Pros" e-mail newsletter provides highlights of the latest analysis from Zacks Equity Research. Subscribe to this free newsletter today . Find out What is happening in the stock market today on zacks.com.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
WISDMTR-SC DIV (DES): ETF Research Reports
VIPERS-SC VALUE (VBR): ETF Research Reports
ISHARS-SP SC VL (IJS): ETF Research Reports
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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Stocks recently featured in the blog include SmallCap Dividend Fund ( DES ), Vanguard Small-Cap Value ETF ( VBR ) and S&P Small Cap 600 Value Index Fund ( IJS ) . SmallCap Dividend Fund ( DES ) DES looks to track the performance of the WisdomTree SmallCap Dividend Index. Vanguard Small-Cap Value ETF ( VBR ) This fund provides exposure to the value segment of the U.S. small cap market by tracking the CRSP US Small Cap Value Index.
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Stocks recently featured in the blog include SmallCap Dividend Fund ( DES ), Vanguard Small-Cap Value ETF ( VBR ) and S&P Small Cap 600 Value Index Fund ( IJS ) . Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports VIPERS-SC VALUE (VBR): ETF Research Reports ISHARS-SP SC VL (IJS): ETF Research Reports To read this article on Zacks.com click here. SmallCap Dividend Fund ( DES ) DES looks to track the performance of the WisdomTree SmallCap Dividend Index.
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Stocks recently featured in the blog include SmallCap Dividend Fund ( DES ), Vanguard Small-Cap Value ETF ( VBR ) and S&P Small Cap 600 Value Index Fund ( IJS ) . Today, you can download 7 Best Stocks for the Next 30 Days.Click to get this free report >> About Zacks Equity Research Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term. Click to get this free report WISDMTR-SC DIV (DES): ETF Research Reports VIPERS-SC VALUE (VBR): ETF Research Reports ISHARS-SP SC VL (IJS): ETF Research Reports To read this article on Zacks.com click here.
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Stocks recently featured in the blog include SmallCap Dividend Fund ( DES ), Vanguard Small-Cap Value ETF ( VBR ) and S&P Small Cap 600 Value Index Fund ( IJS ) . SmallCap Dividend Fund ( DES ) DES looks to track the performance of the WisdomTree SmallCap Dividend Index. Vanguard Small-Cap Value ETF ( VBR ) This fund provides exposure to the value segment of the U.S. small cap market by tracking the CRSP US Small Cap Value Index.
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ad65145b-568c-432c-bfb4-5da75c2f51c1
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728396.0
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2016-03-24 00:00:00 UTC
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Insiders Bullish on Certain Holdings of DES
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DES
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https://www.nasdaq.com/articles/insiders-bullish-certain-holdings-des-2016-03-24
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
Joy Global Inc (Symbol: JOY), which makes up 0.75% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $8,953,688 worth of JOY, making it the #8 largest holding. The table below details the recent insider buying activity observed at JOY:
JOY - last trade: $15.29 - Recent Insider Buys:
And PDL BioPharma Inc (Symbol: PDLI), the #39 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $5,684,047 worth of PDLI, which represents approximately 0.47% of the ETF's total assets at last check. The recent insider buying activity observed at PDLI is detailed in the table below:
PDLI - last trade: $3.19 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months. Joy Global Inc (Symbol: JOY), which makes up 0.75% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at JOY: JOY - last trade: $15.29 - Recent Insider Buys: And PDL BioPharma Inc (Symbol: PDLI), the #39 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases.
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Joy Global Inc (Symbol: JOY), which makes up 0.75% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at JOY: JOY - last trade: $15.29 - Recent Insider Buys: And PDL BioPharma Inc (Symbol: PDLI), the #39 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at JOY: JOY - last trade: $15.29 - Recent Insider Buys: And PDL BioPharma Inc (Symbol: PDLI), the #39 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. Joy Global Inc (Symbol: JOY), which makes up 0.75% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Joy Global Inc (Symbol: JOY), which makes up 0.75% of the WisdomTree SmallCap Dividend Fund ( DES ), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at JOY: JOY - last trade: $15.29 - Recent Insider Buys: And PDL BioPharma Inc (Symbol: PDLI), the #39 largest holding among components of the WisdomTree SmallCap Dividend Fund ( DES ), shows 2 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund ( DES ) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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bf2a231c-5d6b-4cac-9c7c-12984a4188b8
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728397.0
|
2016-03-23 00:00:00 UTC
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Covanta Holding Corporation (CVA) Ex-Dividend Date Scheduled for March 24, 2016
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DES
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https://www.nasdaq.com/articles/covanta-holding-corporation-cva-ex-dividend-date-scheduled-march-24-2016-2016-03-23
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nan
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nan
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Covanta Holding Corporation ( CVA ) will begin trading ex-dividend on March 24, 2016. A cash dividend payment of $0.25 per share is scheduled to be paid on April 05, 2016. Shareholders who purchased CVA prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 7th quarter that CVA has paid the same dividend.
The previous trading day's last sale of CVA was $17.02, representing a -26.11% decrease from the 52 week high of $23.04 and a 36.38% increase over the 52 week low of $12.48.
CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). CVA's current earnings per share, an indicator of a company's profitability, is -$.11. Zacks Investment Research reports CVA's forecasted earnings growth in 2016 as 87.5%, compared to an industry average of 21.7%.
For more information on the declaration, record and payment dates, visit the CVA Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to CVA through an Exchange Traded Fund [ETF]?
The following ETF(s) have CVA as a top-10 holding:
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 2.04% over the last 100 days. It also has the highest percent weighting of CVA at 1.05%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 2.04% over the last 100 days.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ).
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 2.04% over the last 100 days.
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The following ETF(s) have CVA as a top-10 holding: WisdomTree Trust SmallCap Dividend Fund ( DES ). CVA is a part of the Basic Industries sector, which includes companies such as NextEra Energy, Inc. ( NEE ) and Southern Company ( SO ). The top-performing ETF of this group is DES with an increase of 2.04% over the last 100 days.
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52228bbb-af5c-41ec-ab68-95cda5b555d5
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728398.0
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2016-03-16 00:00:00 UTC
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This ETF Holds Stocks Insiders Want to Own
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DES
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https://www.nasdaq.com/articles/etf-holds-stocks-insiders-want-own-2016-03-16
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nan
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nan
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
Kennametal Inc. (Symbol: KMT), which makes up 0.38% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $4,505,518 worth of KMT, making it the #61 largest holding. The table below details the recent insider buying activity observed at KMT:
KMT - last trade: $21.64 - Recent Insider Buys:
And Rent-A-Center Inc. (Symbol: RCII), the #70 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $3,949,291 worth of RCII, which represents approximately 0.34% of the ETF's total assets at last check. The recent insider buying activity observed at RCII is detailed in the table below:
RCII - last trade: $14.30 - Recent Insider Buys:
10 ETFs With Stocks That Insiders Are Buying »
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
|
A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months. Kennametal Inc. (Symbol: KMT), which makes up 0.38% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $21.64 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #70 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases.
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Kennametal Inc. (Symbol: KMT), which makes up 0.38% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $21.64 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #70 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $21.64 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #70 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. Kennametal Inc. (Symbol: KMT), which makes up 0.38% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data.
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Kennametal Inc. (Symbol: KMT), which makes up 0.38% of the WisdomTree SmallCap Dividend Fund (Symbol: DES), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The table below details the recent insider buying activity observed at KMT: KMT - last trade: $21.64 - Recent Insider Buys: And Rent-A-Center Inc. (Symbol: RCII), the #70 largest holding among components of the WisdomTree SmallCap Dividend Fund (Symbol: DES), shows 3 directors and officers as recently filing Form 4's indicating purchases. A look at the weighted underlying holdings of the WisdomTree SmallCap Dividend Fund (Symbol: DES) shows an impressive 17.7% of holdings on a weighted basis have experienced insider buying within the past six months.
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3e5c4940-b440-4c54-b3c9-128507c02602
|
728399.0
|
2016-03-08 00:00:00 UTC
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GNC Holdings, Inc. (GNC) Ex-Dividend Date Scheduled for March 09, 2016
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DES
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https://www.nasdaq.com/articles/gnc-holdings-inc-gnc-ex-dividend-date-scheduled-march-09-2016-2016-03-08
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nan
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nan
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GNC Holdings, Inc. ( GNC ) will begin trading ex-dividend on March 09, 2016. A cash dividend payment of $0.2 per share is scheduled to be paid on March 25, 2016. Shareholders who purchased GNC prior to the ex-dividend date are eligible for the cash dividend payment. This represents an 11.11% increase over the prior quarter.
The previous trading day's last sale of GNC was $29.69, representing a -42.56% decrease from the 52 week high of $51.69 and a 31.14% increase over the 52 week low of $22.64.
GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Whole Foods Market, Inc. ( WFM ). GNC's current earnings per share, an indicator of a company's profitability, is $2.63. Zacks Investment Research reports GNC's forecasted earnings growth in 2016 as 10.18%, compared to an industry average of -3.2%.
For more information on the declaration, record and payment dates, visit the GNC Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today.
Interested in gaining exposure to GNC through an Exchange Traded Fund [ETF]?
The following ETF(s) have GNC as a top-10 holding:
WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS )
WisdomTree Trust SmallCap Dividend Fund ( DES ).
The top-performing ETF of this group is DES with an increase of 0.3% over the last 100 days. DGRS has the highest percent weighting of GNC at 0.88%.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Whole Foods Market, Inc. ( WFM ). The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 0.3% over the last 100 days.
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The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Whole Foods Market, Inc. ( WFM ). The top-performing ETF of this group is DES with an increase of 0.3% over the last 100 days.
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The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Whole Foods Market, Inc. ( WFM ). The top-performing ETF of this group is DES with an increase of 0.3% over the last 100 days.
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GNC is a part of the Consumer Non-Durables sector, which includes companies such as Kroger Company ( KR ) and Whole Foods Market, Inc. ( WFM ). The following ETF(s) have GNC as a top-10 holding: WisdomTree U.S. SmallCap Quality Dividend Growth Fund ( DGRS ) WisdomTree Trust SmallCap Dividend Fund ( DES ). The top-performing ETF of this group is DES with an increase of 0.3% over the last 100 days.
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d4895d5d-1d7d-4ec5-9d7b-d56079a06044
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