The Siegel-WisdomTree Global Equity Model Portfolio and the Siegel-WisdomTree Longevity Model Portfolio, which launched last week, are available first to advisors through the Model Market Center … Want to put your own stamp on your client portfolios, but still have access to cutting-edge products, investment thought leadership and technology? With risk profiles ranging from conservative to aggressive, the models incorporate WisdomTree… If you are an investor based outside the United States, please instead visit your local website. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on the websites linked hereto. Why Weight by Earnings At WisdomTree, we combine the promise of active investments with the benefits of ETFs to create Modern Alpha ® ETFs … Investors and their advisors should consider the investors’ individual financial circumstances, investment time frame, risk tolerance level and investment goals. You cannot invest directly in an index or model portfolio. Register for access to exclusive content and industry insights. Using an asset allocation strategy does not ensure a profit or protect against loss, and diversification does not eliminate the risk of experiencing investment losses. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Continue Exploring Market Volatility Updates. Our 4- & 5- Star ETFs Rated by MORNINGSTAR. WisdomTree Teams With 55ip on Tax-Smart Model Portfolios: Portfolio Products By Jeff Berman | October 26, 2020 at 08:41 AM Also, Janus Henderson launches floating rate AAA CLO ETF. Individual investors who register can access dashboard, daily blog posts, latest videos, podcasts and stay current with industry insights. Please note that the information contained on this website is intended only for persons resident in the United States. Foreign investing involves currency, political and economic risk. In June 2006, WisdomTree launched with a big idea and an impressive mission—to create a better way to invest. You are visiting our U.S. website. There are risks involved with investing, including the possible loss of principal. WisdomTree believes there is a compelling, long-term market opportunity created by the evolution of platform business models, or “modern technology platforms.” The WisdomTree Strategic Model Portfolio helps with that objective via an expansive list of equity and fixed income exchange traded funds. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. models. Get access to unique insights from our thought leaders into current opportunities and risks in markets and asset classes around the world. WisdomTree U.S. Quality Dividend Growth Fund, WisdomTree U.S. Quality Shareholder Yield Fund, WisdomTree U.S. SmallCap Quality Dividend Growth Fund, WisdomTree U.S. Dividend ex-Financials Fund, WisdomTree Emerging Markets High Dividend Fund, WisdomTree Emerging Markets Quality Dividend Growth Fund, WisdomTree Emerging Markets Multifactor Fund, WisdomTree Emerging Markets SmallCap Dividend Fund, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, WisdomTree China ex-State-Owned Enterprises Fund, WisdomTree India ex-State-Owned Enterprises Fund, WisdomTree International Multifactor Fund, WisdomTree Dynamic Currency Hedged International Equity Fund, WisdomTree International LargeCap Dividend Fund, WisdomTree International Dividend ex-Financials Fund, WisdomTree International High Dividend Fund, WisdomTree International Hedged Quality Dividend Growth Fund, WisdomTree International Quality Dividend Growth Fund, WisdomTree International SmallCap Dividend Fund, WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund, WisdomTree International MidCap Dividend Fund, WisdomTree Global ex‐U.S. In the last trailing year, the best performing WisdomTree ETF was the WCLD at … Register for access to exclusive content and industry insights. A prospectus containing this and other information is available by calling 866.909.9473, or click here with respect to WisdomTree ETFs or call the number of the ETF sponsor listed on the back of a non-WisdomTree Funds’ prospectus. WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity to any financial advisor or its client and is not providing individualized investment advice to any financial advisor or its client based on or tailored to the circumstances of any individual financial advisor or its individual client. We believe investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Investors should consult with their own advisors before engaging in any transaction. WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only. Access Professor Siegel's weekly podcast, timely blogs, videos and research that can help investors navigate the volatile market. “This model portfolio is designed for investors with mid- to long-range time horizons who are willing to tolerate short-term price fluctuations,” according to WisdomTree. WisdomTree pioneered Modern Alpha® ETFs and the concept of weighting by earnings to help solve this challenge. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Use our cutting-edge model portfolios to offer your clients the latest in. The models are comprised of WisdomTree fundamentally-weighted equity ETFs and Pimco active fixed income ETFs. Our modular solutions offer a tailored investing approach that helps manage risk in today’s ever-changing environment. Foreign investing involves currency, political and economic risk. Dividends are not guaranteed, and a company currently paying dividends may cease paying dividends at any time. GLBY. The model portfolios are provided “as-is,” without any warranty of any kind, express or implied. The model portfolios are provided “as-is,” without any warranty of any kind, express or implied. This content is for information only and is not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should it be considered or relied upon as a recommendation by WisdomTree regarding the use or suitability of any model portfolio or any particular security. Learn more about specialized ETFs here. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Aggregate Bond Fund, WisdomTree Interest Rate Hedged High Yield Bond Fund, WisdomTree U.S. Short Term Corporate Bond Fund, WisdomTree U.S. High Yield Corporate Bond Fund, WisdomTree U.S. Short Term High Yield Corporate Bond Fund, WisdomTree Emerging Markets Local Debt Fund, WisdomTree Emerging Markets Corporate Bond Fund, WisdomTree Emerging Currency Strategy Fund, WisdomTree Bloomberg U.S. Dollar Bullish Fund, WisdomTree CBOE S&P 500 PutWrite Strategy Fund, WisdomTree Continuous Commodity Index Fund. Financial Professionals who register get exclusive access to WisdomTree Advisor Solutions. Aggregate Bond Fund, WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund, WisdomTree Interest Rate Hedged U.S. By submitting below you certify that you have read and agree to our. WisdomTree has teamed up with fixed income specialists PIMCO to launch three ETF model portfolios aimed at US-based investment advisors. WisdomTree has migrated its 62-strong range of UCITS ETFs to the International Central Securities Depositary (ICSD) model ahead of the Brexit deadline.. From 29 March 2021, when the UK leaves the European Union, ETF issuers will no longer have the ability to use the CREST system as an issuing CSD which has been used as the standard operating model … WisdomTree's ETF model portfolios are a natural extension of our research capabilities and provide advisors on the TD Ameritrade Intuitional platform access to an open-architecture approach, a tenured … ETF Issuer Fund Flow League Table. Please see prospectus for discussion of risks. Asset allocators looking for preparation for more small-cap upside can turn to model portfolios, including the WisdomTree Core Equity Model Portfolio, which features allocations to three … WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Please note that the information contained on this website is intended only for persons resident in the United States. Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. Information and other marketing materials provided to you by WisdomTree or any third party concerning a WisdomTree model portfolio, including allocations, performance and other characteristics, may not be indicative of an investor’s actual experience from an account managed in accordance with a model portfolio’s strategy. Advisors can prepare for that event with the WisdomTree Fixed Income Model Portfolio. Our model portfolios are a tool that can help you adapt to this new norm in the financial advice world. Differentiate Your Practice with a Clearly Defined Investment Process, Model Portfolios Designed to Serve the Full Spectrum of Client Needs. Each portfolio has 15 ETFs, nine from WisdomTree and six from … Our portfolio solutions and digital experience can help advisors to focus their time and attention on factors that can drive business forward, allowing them to be there for their clients. Investors should consult with their own advisors before engaging in any transaction. The model portfolios are provided for informational purposes only and do not represent any actual account or the results of any actual trading. Our Modern Alpha® ETF model portfolios are built differently so they perform differently in today’s dynamic market environment. An email has been sent to {{email}}. If you are an investor based outside the United States, please instead visit your local website. Please see prospectus for discussion of risks. WisdomTree announced it is adding “Modern Alpha ETF Model Portfolios” to model platforms at Carson Group, Orion, ETFLogic, Kwanti and Riskalyze as the ETF issuer grows its models … Our Siegel-WisdomTree Model Portfolios were designed to challenge the traditional 60/40 portfolio approach that may no longer be optimal for long-term investors. Our Modern Alpha® ETF model portfolios are built differently so they perform differently in today’s dynamic market environment. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on the websites linked hereto. Investors and their advisors should consider the investment objectives, risks, charges and expenses of the ETFs underlying any model portfolio carefully before investing. Read the prospectus carefully before you invest. We go beyond basic market cap-weighted indexes. They are designed to give investors a smart way to access the global markets based on the distinct perspective of an investment innovator—while giving advisors the ability to effectively meet client needs. You can do this in-house, but is this where you want to focus your firm’s resources? WisdomTree U.S. Quality Dividend Growth Fund, WisdomTree U.S. Quality Shareholder Yield Fund, WisdomTree U.S. SmallCap Quality Dividend Growth Fund, WisdomTree U.S. Dividend ex-Financials Fund, WisdomTree Emerging Markets High Dividend Fund, WisdomTree Emerging Markets Quality Dividend Growth Fund, WisdomTree Emerging Markets Multifactor Fund, WisdomTree Emerging Markets SmallCap Dividend Fund, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund, WisdomTree China ex-State-Owned Enterprises Fund, WisdomTree India ex-State-Owned Enterprises Fund, WisdomTree International Multifactor Fund, WisdomTree Dynamic Currency Hedged International Equity Fund, WisdomTree International LargeCap Dividend Fund, WisdomTree International Dividend ex-Financials Fund, WisdomTree International High Dividend Fund, WisdomTree International Hedged Quality Dividend Growth Fund, WisdomTree International Quality Dividend Growth Fund, WisdomTree International SmallCap Dividend Fund, WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund, WisdomTree International MidCap Dividend Fund, WisdomTree Global ex‐U.S. But it can also mean an outperformance potential. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. The next generation is more tech savvy and expects their advisors to be as well. This content is intended for Financial Professionals only. This content is for information only and is not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should it be considered or relied upon as a recommendation by WisdomTree regarding the use or suitability of any model portfolio or any particular security. The model portfolios are not funds or investments. You cannot invest directly in an index.  Foreign investing involves currency, political and economic risk. WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only. WisdomTree is not acting in an investment advisory, fiduciary or quasi-fiduciary capacity to any financial advisor or its client and is not providing individualized investment advice to any financial advisor or its client based on or tailored to the circumstances of any individual financial advisor or its individual client. WisdomTree’s ETF model portfolios are a natural extension of our research capabilities and provide advisors on the TD Ameritrade Intuitional platform access to an open-architecture … This website is intended for use only by a financial advisor as a resource in the development of a portfolio for a financial advisor's clients. WisdomTree has launched many first-to-market ETFs and pioneered alternative weighting methods commonly referred to as “smart beta.” But our ETFs are not beta, smart or otherwise—they are an … WisdomTree Asset Management does not endorse and is not responsible for or liable for any content or other materials made available by other ETF sponsors. To complete your registration, verify your email address by clicking the link we just sent you. In comparison to traditional passive investing, active management (or “legacy alpha”) often carries higher cost, less transparency in your portfolio and the risk of human judgment. Individual investors who register can access dashboard, daily blog posts, latest videos, podcasts and stay current with industry insights. , the best performing WisdomTree ETF is the WisdomTree us Quality Dividend Fund! Political and economic risk that PLAT is designed to challenge the traditional 60/40 portfolio approach that may no longer optimal... Up for eDelivery of WisdomTree ETF is the WisdomTree us Quality Dividend Growth Fund DGRW with $ 5.08B in.. They remain the right solution for your clients the latest in Quality Dividend Growth Fund DGRW $. Currently paying dividends at any time U.S. Short-Term aggregate Bond Fund, WisdomTree Yield U.S.... 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