WisdomTree Emerging Markets High Div ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.  

 The strategy's investment process inspires confidence and earns a High Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained a significant underweight position in volatility exposure and an overweight in yield exposure compared with category peers. Low volatility exposure is attributed to stocks with a lower standard deviation of returns. And a high yield exposure is rooted in holding high dividend-paying or buyback stocks. The equity team managing the passive strategy earns the strategy an Average People Pillar rating. To be considered a quality steward, this strategy's parent organization needs to improve factors like unsubstantial personal investments from portfolio managers and a cohort of unseasoned portfolio managers. As a result, the firm obtains a Below Average Parent Pillar rating.

Analyst Rating

VictoryShares Emerging Market Volatility Wtd ETF

Fisker

Vodafone Group

Aduro BioTech

Pimco Income Opportunity Fund

Asbury Automotive Group

TransUnion

TransGlobe Energy

American Shared Hospital Services

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category benchmark on a risk-adjusted basis over the long term. WisdomTree Emerging Markets High Div Fd earns a High Process Pillar rating. 

The most notable contributor to the rating is that this fund tracks an index. Historical data, such as Morningstar's Active/Passive Barometer, finds that passively managed funds have generally outperformed their active counterparts, especially over longer time horizons. Respectable risk-adjusted performance also influences the rating. This can be seen in the fund's five-year alpha calculated relative to the category index, which suggests that the managers have shown skill in their allocation of risk. 

 This strategy leans toward smaller, more value-oriented companies compared with its average peer in the Diversified Emerging Mkts Morningstar Category. Looking at additional factor exposure, this strategy has consistently exhibited a tilt toward low-volatility stocks or companies whose shares have a history of lower standard deviation of returns, compared with its Morningstar Category peers in recent years. These low-risk stocks are typically at their best when markets are not. Low volatility exposure contributes to limited loss on the downside at the cost of a lag in bull markets. In the latest month, the strategy was also less exposed to the Volatility factor compared with Morningstar Category peers. This strategy has also displayed a tendency to hold more companies with high dividend or buyback yields than peers over recent years. Stocks with high yields can be more stable, mature companies, but at times extreme market pressure or fundamental deterioration may prompt them to cut their dividends, which tends to hurt stock performance. Compared with category peers, the strategy also had more exposure to the Yield factor in the most recent month. In addition, this strategy has not maintained a defensive tilt, demonstrated by low exposure to the quality factor. This means the fund avoids holding firms that are consistently profitable, growing, and have solid balance sheets.  Lacking this ballast, the fund's prospects will rest on its ability to surpass peers during economic booms. In recent months, the strategy also had less Quality factor exposure than its peers. More information on a fund and its respective category's factor exposure can be found in the Factor Profile module within the Portfolio section. 

 The portfolio is overweight in basic materials and energy relative to the category average by 14.9 and 11.0 percentage points, respectively. The sectors with low exposure compared to category peers are consumer cyclical and communication services, underweight the average by 11.9 and 6.6 percentage points of assets, respectively. The portfolio has 445 holdings and is about as top-heavy as the category average, with 27.7% of assets in the top 10 holdings. And finally, in terms of portfolio turnover, this fund trades less frequently than the category’s average, potentially limiting costs to investors.

High

Process

WisdomTree’s equity team is valuable but does not stand out as one of the industry's best, warranting an Average People Pillar rating. There’s a deep bench of five managers listed on the fund.  Together, they manage a total of 115 strategies, with solid long-term prospects. The strategies average a Bronze asset-weighted Morningstar Medalist Rating, indicating a position to deliver positive alpha relative to the category median in aggregate.  

 Note: This People Pillar rating is indirectly assigned by an analyst. Morningstar analysts evaluate the People Pillar for passive products at the brand level and may also differentiate by asset class. There is at least one other passive strategy at the firm that is covered by a Morningstar analyst, so the People Pillar rating of the fund is inherited from the rating that the Morningstar analyst assigned to investment vehicles under the same brand name.

Average

People

WisdomTree is an exchange-traded fund provider whose proprietary indexes underpin many of its funds. After the firm's core lineup of fundamentally weighted funds lost its luster in a difficult value environment, WisdomTree faces an identity crisis.

WisdomTree has plugged the holes in its value-oriented lineup with trendy thematic funds. Offerings that aim to capitalize on hot topics like cloud computing and genetic advancement fall outside the firm's realm of expertise and look like Band-Aids to curb outflows, not well-vetted long-term investments. Predictably, this point-and-shoot product-development approach had led WisdomTree to shut down funds at a lofty rate.

Bucking an industrywide, investor-friendly trend, WisdomTree has modestly trimmed fees on just a handful of funds. Such stubbornness calls into question whether the publicly traded firm prioritizes fundholders' or shareholders' interests. Recent inflows have helped, but severe outflows over the late 2010s have weakened the firm's financial position over the past several years.

The firm's research organization remains a highlight. Despite scattershot product launches, the team has demonstrated the ability to also hatch economically sound ideas and develop them into practicable products, like its funds that mechanically exclude state-owned enterprises. 

WisdomTree's commitment to investor education is another plus. Its Advisor Solutions platform, launched in 2016, provides advisors with a wealth of resources, and recent partnerships with Onramp Invest and Gemini should help advisors navigate cryptocurrency complexity. WisdomTree can read its clients' needs, but its trendy fund lineup shows that it's too willing to cater to their wants. It retains its Below Average rating.

Below Average

Parent

WisdomTree Emerging Markets High Dividend Fund

DEM tracks a dividend-weighted index of emerging market stocks ranked in the top 30% by dividend yield.

The WisdomTree Emerging Markets High Dividend ETF (DEM) made its debut on 07/13/2007, and is a smart beta exchange traded fund that provides broad exposure to the Broad Developed Market ETFs category of the market.

Is WisdomTree Emerging Markets High Dividend ETF (DEM) a Strong ETF Right Now?

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With so much uncertainty remaining around the Fed's rate cycle and the potential for recession, many investors are beginning to look toward international equity markets for the means to build income. Yields continue to look attractive for international dividend ETFs, in particular.

4 ETFs For Investors Looking For International Dividends

WisdomTree Emerging Markets High Dividend Fund ETF focuses on high yielding dividend plays in emerging markets, with a high concentration in Asia. The fund has a high concentration in sectors such as Financials, Materials, Energy, and surprisingly, Information Technology. The top 10 stocks in the fund account for about 30% of its total weight, including well-known American stocks and Chinese companies.

DEM: A Purely Dividend Play

WisdomTree Emerging Markets High Dividend Fund ETF is an exchange-traded fund that invests in high-dividend-paying stocks from emerging markets like Brazil, India, China, and Taiwan. The DEM ETF is overweight in Taiwan and China, with significant allocations in Brazil and India. The fund has a high expense ratio and turnover ratio, and its price return has been disappointing, but it offers quarterly payouts with a decent yield.

DEM: This Decent-Yielding Fund Has Opted For The Right Emerging Markets

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ALPS Emerging Sector Dividend Dogs ETF

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Emerging Markets Internet & Ecommerce ETF

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Franklin FTSE India ETF

Freedom 100 Emerging Markets ETF

iShares Core International Aggregate Bond ETF

iShares Core MSCI Emerging Markets ETF

JPMorgan Emerging Markets Equity Core ETF

KraneShares CSI China Internet ETF

Matthews Emerging Markets Equity Active ETF

Invesco Emerging Markets Sovereign Debt ETF

Vanguard FTSE Emerging Markets ETF

Emerging markets can come with a lot of growth potential. However, they also usually have more volatility than you might get with developed markets.

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Emerging market EPS trends are negative this year. With earnings on par with where they were 15 years ago, EM valuations are not all that compelling compared to history.

Emerging Market Earnings Appear Lackluster: DEM ETF A Hold On Valuation

The value factor continues to outperform in emerging markets. In contrast, value's victory lap in developed markets in 2022 ended with the growth factor taking back control in 2023.

Value's Strong Run In Emerging Markets

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While the Federal Reserve looks to keep inflation in check with interest rate hikes, it's keeping fixed income investors on their toes. In order to extract more income, it will take a higher tolerance for risk, offering opportunities in emerging markets (EM).

2 Options to Boost Income and Get EM Diversification

WisdomTree Global High Dividend Fund

iShares Core Dividend Growth ETF

WisdomTree US Quality Dividend Growth Fund

WisdomTree U.S. High Dividend Fund

Sound Equity Income ETF

WisdomTree U.S. Total Dividend Fund

WisdomTree International High Dividend Fund

VanEck Morningstar High Dividend ETF

iShares Select Dividend ETF

AAM S&P Emerging Markets High Dividend Value ETF 

First Trust Morningstar Dividend Leaders Index Fund

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Fidelity High Dividend ETF

First Trust Value Line Dividend Index Fund

Xtrackers MSCI All World ex US High Dividend Yield Equity ETF

Xt EAFE Div Yld Shs

iShares Core High Dividend ETF

Voya Asia Pacific High Dividend Equity Income Fund

Voya Emerging Markets High Income Dividend Equity Fund

Invesco KBW High Dividend Yield Financial ETF

Legg Mason Low Volatility High Dividend ETF

Legg Mason International Low Volatility High Dividend ETF

FlexShares Quality Dividend Defensive Index Fund

Investing in dividend-paying stocks has proved to be a helpful strategy, outperforming global markets over the long term. Dividend income strategies play an important role for multi-asset income portfolios. But they can also run the risk of being too narrowly focused, which can limit both income potential and upside participation when equity markets rise.

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Timothy Plan High Dividend Stock ETF

Vanguard High Dividend Yield ETF

WBI Power Factor High Dividend ETF

Invesco S&P SmallCap High Dividend Low Volatility ETF

Stocks paying higher dividends showed their mettle during a challenging 2022: the S&P 500 High Dividend Index declined only a modest –1.1% even as the S&P 500 tumbled –18.1%. In our view, much of the volatility in high-dividend strategies, broadly speaking, comes down to portfolio design choices, which can create very different characteristics.

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Most investors know an asset class “performance quilt” when they see one – but they may not be as familiar with another powerful lens into understanding market risk, and risk factor diversification.

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Investing in the ​​WisdomTree Emerging Markets High Dividend ETF is one of the best ways to access emerging market equities at a discount. The latest data from Wisdom Tree shows that the fund is trading at slightly over 6x earnings and at around 0.93x book value.

DEM: Best Way To Access Emerging Markets At A Discount

DEM is showing a backward-looking 10.6% yield in our Digital Portfolio Developer tool. The turn of the century marked a nice entry point for both emerging markets and value.

DEM's Dividend Yield Is At Global Financial Crisis Levels

Had enough of the hard landing, soft landing, “no” landing talk? With just a few more data points coming in for the Fed before the bank acts, investors would be justified in feeling uncertain about where to go in the markets.

Buoy Your Portfolio With EM Dividends in DEM

The DEM tracks the performance of the WisdomTree EM High Dividend Index, a well-diversified and high-yield option for investors looking for exposure to emerging markets without excess China risk. The ETF has outperformed the EM benchmark impressively over the past two years and should continue to do, largely due to the high dividend yield, which reflects extremely cheap valuations.

DEM: Double-Digit Real Annual Returns Expected

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DEM ETF tracks a dividend-weighted index of emerging market stocks chosen by dividend yield. In an environment where markets are fluctuating by 10-20% regularly, ETFs that pay a steady dividend may be useful.

DEM: Emerging Markets, With High Yield

WisdomTree's Office Hours is a weekly series for financial advisors that features the firm's thought leadership addressing contemporary happenings in markets and the economy.

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WisdomTree has long established itself as an innovator and experienced ETF issuer, having launched one of the only non-market-cap-weighted ETF options on the market in June, 2006.

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DEM is a high-yield fund in emerging markets. The heaviest sectors are financials and materials.

DEM: 8% Yield Heavily Exposed To China

It's no secret that advisors and investors have gravitated to value in 2022 as the biggest growth stocks have plummeted from last year's November highs. With the S&P 500 on its way to the worst first half of the year in 52 years and the Nasdaq Composite likely rounding out the first half of 2022 [.

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It's long been said that emerging markets equities offer investors a value proposition relative to U.S. stocks, and that remains true today despite a rough five-month stretch for the S&P 500. However, as is the case with searching for value in other regions, some exchange traded funds are better suited for emerging markets value-seekers than [.

Where to Turn for Value in Emerging Markets Stocks

Emerging market equities offer investors cheap valuations, strong yields, and the potential for market-beating returns. DEM is an emerging market dividend ETF, yields 6.8%, and provides diversified exposure to a cheap, booming equity segment.

DEM: Diversified Emerging Market Holdings With 6.8% Yield

Emerging markets stocks are struggling again in 2022, but some better areas could morph into leaders if global equities rebound. Emerging markets dividend payers top that list of ideas.

Emerging Markets Dividend Proposition Increasingly Attractive

Nearly four months into 2022, EM is lagging the S&P 500 for the fifth consecutive year and lagging the MSCI ACWI by over 150 basis points. The WisdomTree Emerging Markets High Dividend Index has outperformed the MSCI Emerging Markets Index by over 1,000 bps.

News for WisdomTree Emerging Markets High Dividend Fund ETF (DEM)