WISDOMTREE ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 139684
- Registered since
- May 3, 2006
- Website
- www.wisdomtree.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
WisdomTree Asset Management, Inc. is an institutional-focused asset manager that primarily serves investment companies and large institutional clients. The firm operates as a portfolio manager for investment companies and is active on ESG matters, indicating systematic integration of environmental, social and governance considerations across at least part of its product lineup. Its business footprint includes commodity pool or trading-manager activities (CPO/CTA) and affiliations with broker‑dealers and trust companies, which supports both fund management and institutional distribution channels. On the investment side, WisdomTree is best known for managing exchange-traded products and index-based strategies that emphasize rule-based exposures — including dividend-weighted, factor-tilt and currency-aware equity approaches — alongside fixed income and commodity strategies. The firm uses both physical securities baskets and, where appropriate, derivatives and swap structures to achieve target exposures and manage cash flows for its investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 8PETER ZIEMBA
CEOCRD 5438436
TERRY FELD
Chief Compliance OfficerCRD 4085142
BRYAN EDMISTON
Chief Financial OfficerCRD 5743897
Contacts
2 of 2STUART BELL
Registered RepresentativeCRD 6932307
JOANNE ANTICO
General CounselCRD 4936437
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 250 W 34th St
- Time zone
- ET (UTC-5)
- Office locations
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