WisdomTree Asset Management is an investment advisor that manages exchange-traded funds (ETFs). WisdomTree also develops asset allocation models, called Model Portfolios and Investment Strategies, which are made available to registered investment advisors and other financial services companies. These advisors use the models to provide advice to their clients. WisdomTree does not manage individual client accounts directly, but licenses its models to third parties who do.
Assets Under Management$82B
Clients2
AdvisorsN/A
Avg. per Client$41B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
WisdomTree manages exchange-traded funds (ETFs). The fees for managing these funds are a percentage of the fund's assets, ranging from:
- Equity Funds: 0.08% to 0.83% per year
- Fixed Income Funds: 0.12% to 0.60% per year
- Alternative Funds: 0.44% to 0.70% per year
- Currency Strategy Funds: 0.50% to 0.55% per year
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