WisdomTree, the ETF-only firm known for its "fundamental" funds,
filed regulatory paperwork to market three separate emerging
markets equities funds targeting consumer product companies,
high-dividend-paying firms and stocks that have relatively low
The three funds, and their basic characteristics are:
- WisdomTree Emerging Markets Consumer Growth Fund, an
optimized fund that won't own all the securities in its index
that will cherry-pick dividend-paying companies with growth
- WisdomTree Emerging Markets Low Volatility Equity Fund, an
optimized fund that will own securities that historically have
exhibited lower volatility and higher growth
- WisdomTree Emerging Markets Dividend Growth Fund, an
optimized fund whose index will select stocks consumer growth
stock in developing world equity markets.
Each of the three funds will select from a universe of 17
countries including Brazil, Chile, China, Czech Republic, Hungary,
India, Indonesia, Korea, Malaysia, Mexico, the Philippines, Poland,
Russia, South Africa, Taiwan, Thailand and Turkey, according to the
three different prospectuses.
The filings together suggest that the New York-based company is
branching into more specific niches of the emerging markets, not
unlike Emerging Global Advisors, another New York-based ETF firm
whose entire business plan is focused on various investment
strategies centered on the developing world.
WisdomTree appears to be building on its $5.5 billion
dividend-focused WisdomTree Emerging Markets Equity Income Fund
(NYSEArca:DEM)-one of the firm's most successful strategies.
The paperwork didn't name any of the proposed tickers or any
proposed annual expense ratios, but did say each would have its
primary listing on the Nasdaq.
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