Wisdomtree Asset Management, Inc.

Overview

Wisdomtree Asset Management, Inc. is a corporate, SEC-registered institutional RIA that serves primarily institutional clients. The firm has been SEC-registered since 2006 and operates under a fee model tied to a percentage of assets under management. Its regulatory and business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for investment companies. Wisdomtree reports active ESG investing and lists affiliations with broker‑dealers, other investment advisers, CPO/CTA entities, and trust companies. The firm is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices