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Brad Krom, Brian Manby, Kevin Flanagan, Behnood Noei, Andrew Okrongly, Jon Flynn, Jeremy Schwartz, Matt Wagner, Eric Reynolds, Ryan Krystopowicz, Lauren Pfendt and Chris Gannatti are Registered Representatives of Foreside Fund Services LLC.
Jeremy Siegel serves as Senior Economist to WisdomTree, Inc., and its subsidiary, WisdomTree Asset Management, Inc. (“WTAM” or “WisdomTree”). He serves on the Model Portfolio Investment Committee for the Siegel-WisdomTree Model Portfolios of WisdomTree, which develops and rebalances WisdomTree's Model Portfolios. In serving as an advisor to WisdomTree in such roles, Mr. Siegel is not attempting to meet the objectives of any person, does not express opinions as to the investment merits of any particular securities and is not undertaking to provide and does not provide any individualized or personalized advice attuned or tailored to the concerns of any person.
There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks.
WisdomTree Model Portfolio information is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree’s Model Portfolios and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio, any particular security or any particular strategy.
Financial Advisors: The information provided on WisdomTree Model Portfolio and WisdomTree Investment Strategies for SMAs is designed to be used by financial advisors solely as an educational resource, along with other potential resources advisors may consider, in providing services to their end clients. WisdomTree Model Portfolio and WisdomTree’s Investment Strategies for separately managed accounts (“SMAs”) information and related content are for information only and are not intended to provide, and should not be relied on, for tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any WisdomTree Model Portfolio or Investment Strategy information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any WisdomTree Model Portfolio or WisdomTree Investment Strategies for SMAs, any particular security or any particular strategy.
WisdomTree primarily uses its own funds in the Model Portfolios unless there is no WisdomTree Fund that is consistent with the desired asset allocation or strategy. As a result, the Model Portfolios are expected to include a substantial portion of WisdomTree Funds notwithstanding that there may be a similar fund with a higher rating, lower fees and expenses, or substantially better performance. WisdomTree and its affiliates will indirectly benefit from investments made based on the Model Portfolios through fees paid by the WisdomTree Funds.
WisdomTree & Quorus Relationship: WisdomTree, Inc., the parent company of WisdomTree Asset Management, Inc. (“WTAM”), holds a minority equity stake in Quorus Inc. (“Quorus”), and WTAM has commercial arrangements with Quorus under which WTAM Model Portfolios are offered through the Quorus platform, as well as, WTAM Investment Strategies, which may be implemented in separately managed accounts (“SMAs”). For the Investment Strategies used in SMAs, WTAM receives a revenue sharing payment equal to a specified portion of the portfolio management fee collected by Quorus from advisors or end clients and based on the aggregate value of the account. WTAM does not provide investment advice in connection with such SMA implementations. Accordingly, WTAM and its affiliates have a financial interest in the success of Quorus and may benefit economically from the relationship.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. For a prospectus or, if available, the summary prospectus containing this and other important information, call 866.909.9473 or click here to view or download the documents. Read the prospectus or, if available, the summary prospectus carefully before you invest.
WisdomTree Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with the other entities mentioned.