In this month’s episode, Greg sits down with Jeff Weniger, Head of Equity Strategy at WisdomTree. For the unfamiliar, WisdomTree is a fund and ETF manager with roughly $90 billion in assets under management. What makes WisdomTree’s funds special is that most of them focus on dividend and dividend growth strategies. One of their largest funds is the US Quality Dividend Growth Fund ($DGRW), which incidentally is our largest core position and is one we have mentioned over past episodes. Among their other funds, $DGRW is exceptional for gaining exposure to quality dividend growth.
Jeff has spent decades in the world of finance and has specialized in the management and creation of strategy-focused ETFs. Prior to joining WisdomTree, he was Director & Senior Strategist at BMO, working directly with the CIO of the firm from 2006 to 2017. He is a CFA charterholder, and earned his MBA from Notre Dame. Currently, as head WisdomTree’s equity strategy, Jeff has invaluable experience in equity markets and provides unique perspectives for long-term investors and the marco environment.
During Greg and Jeff’s discussion, they cover the history of dividends, the difference between US and overseas dividend culture, why “boring” actually performs great, and why having a lottery ticket mindset can lead to mistakes. The interview is chalked full of topics that the dividend investor should keep in mind, and ultimately serves as a powerful reminder of why dividend growth investing is a long term strategy that works.
**NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at
[email protected].
Visit our website to learn more about our investment strategy and wealth management services.
Follow us on:
Instagram - Facebook - LinkedIn - Twitter
If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review