Today we closed our position in the WisdomTree U.S. SmallCap Fund (EES).
There’s nothing wrong with this asset class or this ETF; we are simply eliminating our exposure to Blend ETFs in favor of more exposure to Growth and Value ETFs.
GRANDPA’S GUIDE TO LIFETIME INVESTING INDEXING ON STEROIDS (EES, EZM, RWJ)
I stumbled upon this website today. https://indexingonsteroids.com/ I found it interesting because this man recommends 3 of the funds that I invest in.
- EES – WisdomTree U.S. SmallCap Fund
- EZM – WisdomTree U.S. MidCap Fund
- RWJ – Invesco S&P SmallCap 600 Revenue ETF
Here’s the link to his site: https://indexingonsteroids.com/
US SmallCap Fund WisdomTree Trust (EES) declared a dividend of $0.1353/sh (yield 2.71%)
US SmallCap Fund/WisdomTree Trust (NYSE:EES) on 03/23/2020 declared a dividend of $ 0.1353 per share payable on March 27, 2020 to shareholders of record as of March 25, 2020. Dividend amount recorded is a decrease of $ 0.0122 from last dividend Paid.
US SmallCap Fund/WisdomTree Trust (NYSE:EES) has paid dividends since 2007, has a current dividend yield of 2.7066929340% and has increased its dividends for 0 successive years.
4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3
- The U.S. Small Cap Blend asset class has outperformed the U.S. Large Cap Blend asset class by 1.35% CAGR over the last 47 years
- The oldest U.S. Small Cap Blend ETF has outperformed an S&P 500 index fund by 3.66% CAGR over the last 19 years
- There are 42 ETFs available in the U.S. Small Cap Blend category
- 10 of these ETFs have been available for 10 years or longer. This article will focus on these 10 older Small Cap Blend ETFs
U.S. Small Cap Blend vs U.S. Large Cap Blend: June 2000 – November 2019
Continue reading “4 Best Long-Term Performance U.S. Small Cap Blend ETFs 1.3”
Small Cap Blend Style 3Q19: Best and Worst (EES)
Equities.com is an advanced financial information center and next-generation communication platform that connects self-directed investors with startup and small cap companies, market experts, and professional service providers and vendors.
— Read on www.equities.com/small-cap-blend-style-3q19-best-and-worst
How To Find Small Caps That Actually Make Money $EES
Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals.
— Read on m.benzinga.com/article/14462412
Accumulated More US Small Cap Blend Equities Today (EES) 9-6-19
Today, we accumulated more shares of the WisdomTree U.S. SmallCap Fund (EES). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EES right here: Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2
Best And Worst Q1 2019: Small Cap Blend ETFs And Mutual Funds (EES)
Summary
- The Small Cap Blend style ranks Q1’19.
- Based on an aggregation of ratings of 46 ETFs and 795 mutual funds in the Small Cap Blend style.
- EES is our top-rated Small Cap Blend ETF and FTHFX is our top-rated Small Cap Blend mutual fund.
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4251059-best-worst-q1-2019-small-cap-blend-etfs-mutual-funds
Should You Change Your U.S. Small Cap ETF? (EES)
Summary
- Most investors are using products tracking the Russell 2000 Index to get exposure to US small-cap stocks.
- The S&P 600 Index, for example, could provide a better solution.
- The WisdomTree U.S. SmallCap Earnings ETF could be even more interesting.
Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4249618-change-u-s-small-cap-etf
An Exciting View for Small Cap ETF Investors | (EES)
Small-cap stocks and the corresponding ETFs are delivering for investors. That includes some smart beta strategies, such as the WisdomTree SmallCap Earnings Fund (NYSEArca: EES).
— Read on www.etftrends.com/innovative-etfs-channel/exciting-view-small-cap-etf-investors/
Accumulated More Small Cap Blend Equities Today (EES) 1-14-19
Today, we resumed accumulation of the WisdomTree U.S. SmallCap Earnings Fund (EES). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in EES right here: Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2
Small Cap Blend Style 4Q18: Best and Worst | Equities.com (EES)
Equities.com is an advanced financial information center and next-generation communication platform that connects self-directed investors with startup and small cap companies, market experts, and professional service providers and vendors.
— Read on www.equities.com/news/small-cap-blend-style-4q18-best-and-worst
Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2
- The U.S. Small Cap Blend asset class has been one of the most profitable equity asset classes for over 45 years
- The oldest available Small Cap Blend ETF has outperformed an S&P 500 index fund by a whopping 4.45% CAGR over the last 18 years
- There are currently 42 ETFs available in the Small Cap Blend Morningstar category. Eleven of these ETFs have been available for 10 years or longer
- Five of these older ETFs have outperformed an S&P 500 index fund since their inception dates
U.S. Small Cap Blend vs U.S. Large Cap Blend (aka S&P 500)
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Small Cap Blend ETFs 1.2”
WisdomTree ETFs declares quarterly distributions (EES)
WisdomTree Dynamic Bearish U.S. Equity Fund (BATS:DYB) – $0.0000.
WisdomTree Dynamic Long/Short U.S. Equity Fund (BATS:DYLS) – $0.59330.
WisdomTree Europe Domestic Economy Fund (BATS:EDOM) – 0.09893.
WisdomTree U.S. SmallCap Earnings Fund (NYSEARCA:EES) – $0.16794 (2.19% YIELD)
WisdomTree Emerging Markets Local Debt Fund (NYSEARCA:ELD) – $0.15500.
WisdomTree Emerging Markets Corporate Bond Fund (NASDAQ:EMCB) – $0.25000.
WisdomTree Emerging Markets Consumer Growth Fund (NASDAQ:EMCG) – $0.16148.
WisdomTree Emerging Markets Multifactor Fund (NYSEARCA:EMMF) – $0.12098.
Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.
Source: https://seekingalpha.com/news/3419114-wisdomtree-etfs-declares-quarterly-distributions
WisdomTree Trust Dividend Announcement $0.1131 per share (EES) 1.26%
Latest Dividend News and Announcements for WisdomTree Trust (NYSE:EES).
— Read on www.dividendinvestor.com/dividend-news/20180924/dividend-announcement-wisdomtree-trust-nyse-ees-on-09-24-2018-declared-a-dividend-of-$0.1131-per-share/
Small Cap Blend Style 3Q18: Best and Worst (EES) | Equities.com
Equities.com is an advanced financial information center and next-generation communication platform that connects self-directed investors with startup and small cap companies, market experts, and professional service providers and vendors.
— Read on www.equities.com/news/small-cap-blend-style-3q18-best-and-worst
How This Small-Cap ETF Sets Itself Apart (EES) | ETF Trends
Small-cap stocks and the corresponding exchange traded funds are delivering for investors.
— Read on www.etftrends.com/smart-beta-channel/how-this-small-cap-etf-sets-itself-apart/
Best And Worst Q2 2018: Small Cap Blend ETFs And Mutual Funds (EES, EZM)
Summary:
The Small Cap Blend style ranks tenth in Q2’18.
Based on an aggregation of ratings of 42 ETFs and 853 mutual funds.
EZM is our top-rated Small Cap Blend ETF and FSSFX is our top-rated Small Cap Blend mutual fund.
Read the full article at Seeking Alpha right here: Best And Worst Q2 2018: Small Cap Blend ETFs And Mutual Funds
Should WisdomTree U.S. SmallCap Earnings Fund (EES) Be on Your Investing Radar? – Nasdaq.com
Launched on 02/23/2007, the WisdomTree U.S. SmallCap Earnings Fund (EES) is a passively managed exchange traded fund designed to provide a broad.
— Read on m.nasdaq.com/article/should-wisdomtree-us-smallcap-earnings-fund-ees-be-on-your-investing-radar-cm976587
Should WisdomTree U.S. SmallCap Earnings Fund (EES) Be on Your Investing Radar? – Nasdaq.com
Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the WisdomTree U.S. SmallCap Earnings Fund (EES) is a.
— Read on m.nasdaq.com/article/should-wisdomtree-us-smallcap-earnings-fund-ees-be-on-your-investing-radar-cm957811
Best And Worst Q1 2018: Small Cap Blend ETFs And Mutual Funds (EZM) (EES)
Link to full article: Best And Worst Q1 2018: Small Cap Blend ETFs And Mutual Funds
Best Long-Term Performance U.S. Small Cap Blend ETFs 1.1
• One of the best performing asset classes over the last 46 years has been the U.S. Small Cap Blend Equity asset class
• IJR is one of the two oldest ETFs available in this asset class and has outperformed the S&P 500 by a whopping 4.53% CAGR (compounded annual growth rate) over the last 18 years
• There are 11 ETFs available in this asset class that have existed for 10 years or longer
• 8 of these 11 ETFs have outperformed the S&P 500 over the last 10 years
US Small Cap Blend vs US Large Cap Blend: January 1972 thru December 2017
Source: Portfolio Visualizer
Continue reading “Best Long-Term Performance U.S. Small Cap Blend ETFs 1.1”
Started Accumulation Small Cap Blend Equities (EES)
We began accumulating the WisdomTree U.S. SmallCap Earnings Fund (EES) today. Folks, you’ve gotta buy this stuff when it’s on sale.
We sold our holdings in IJR to buy EES. There’s nothing wrong with holding IJR long -term in my opinion; we’re just moving our small cap blend holdings to EES because it is offered at my brokerage commission free.
Took Profits In Small Cap Blend Equities (IJR) 2-5-18
We had a 5% trailing stop set on our position in the iShares Core S&P Small-Cap ETF (IJR). The stop tripped today and closed the positon. Price paid $56.20. Price sold $76.48. I don’t see any problem holding IJR long-term; we are simply moving these funds to another small cap blend ETF that is offered commission free at my brokerage. (EES)
2017 Changes to The Deep Value ETF Accumulator
Happy New Year folks. As with any system, whether building investment portfolios or building houses, there is always a need to make improvements and tweaks in the processes along the way. During 2017 I removed 3 ETFs from the list and added 3 more. Here are the changes that were made during 2017:
Continue reading “2017 Changes to The Deep Value ETF Accumulator”
Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga
…Investors have also been warming to the iShares Core S&P Small-Cap ETF IJR 0.56% in the third quarter, as that ETF has added nearly $750 million in new assets.
IJR, which tracks the S&P SmallCap 600 Index, is slightly lower year to date. Due to their domestic focus, small caps are struggling against the backdrop of the weaker dollar this year. The U.S. Dollar Index is down 9.3 percent, underscoring the point that the dollar is one of the worst-performing major currencies in the world this year…
Read the full article at Benzinga right here: Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga
iShares Russell 2000 ETF (IWM) Not The Only Fish In The Small Cap Sea
The Deep Value ETF Accumulator invests in the iShares Core S&P Small-Cap ETF (IJR : $IJR). Ask me why in the comment block below.
Read the full article at ETF Daily News here: iShares Russell 2000 Index (ETF)(NYSE:IWM): Outflows Continue, Competitors Benefit | ETF Daily News