Our 4- & 5- Star ETFs Rated by MORNINGSTAR. WisdomTree has teamed up with fixed income specialists PIMCO to launch three ETF model portfolios aimed at US-based investment advisors. NYSE Arca. WisdomTree’s ETF model portfolios are designed to give investors a unique way to access the global markets, going beyond basic market-cap weighted indexes. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. You cannot invest directly in an index.  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. Register for access to exclusive content and industry insights. Want to put your own stamp on your client portfolios, but still have access to cutting-edge products, investment thought leadership and technology? • Monthly performance updates and market commentary, • Quarterly market consensus calls with the asset allocation strategists. WisdomTree is an ETF sponsor and index developer that uses a rules-based methodology to select and weight companies. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. This content is intended for Financial Professionals only. Use our cutting-edge model portfolios to offer your clients the latest in. If you have not received a registration email, please check your spam folder, or request another email here. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. 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. Quality Dividend Growth Fund, WisdomTree Global ex-U.S. Real Estate Fund, WisdomTree Europe Quality Dividend Growth Fund, WisdomTree Japan Hedged SmallCap Equity Fund, WisdomTree Europe Hedged SmallCap Equity Fund, WisdomTree Yield Enhanced U.S. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. WisdomTree Yield Enhanced Global Aggregate Bond Fund. 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 … Individual investors who register can access dashboard, daily blog posts, latest videos, podcasts and stay current with industry insights. Spend your time providing your clients with your valuable advice and allow us to assist in portfolio construction. To complete your registration, verify your email address by clicking the link we just sent you. The model portfolios are not funds or investments. 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. Financial Professionals who register get exclusive access to WisdomTree Advisor Solutions. Learn more about the Index that PLAT is designed to track. Foreign investing involves currency, political and economic risk. If you have not received a registration email, please check your spam folder, or request another email here. You are visiting our U.S. 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. Our portfolio … This content is intended for Financial Professionals only. By submitting below you certify that you have read and agree to our. If you are an investor based outside the United States, please instead visit your local website. With risk profiles ranging from conservative to aggressive, the models incorporate WisdomTree… Dividends are not guaranteed, and a company currently paying dividends may cease paying dividends at any time. This allows you to focus your time on serving your clients and building your practice. Our model portfolios are a tool that can help you adapt to this new norm in the financial advice world. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. 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. Download reports and presentations, sign up for model portfolio alerts and connect with asset allocation strategists all from the same destination on the site. Investors should consult with their own advisors before engaging in any transaction. 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. We go beyond basic market cap-weighted indexes. ... ETF Model Portfolios. GLBY. If you are an investor based outside the United States, please instead visit your local website. models. This material has been prepared without regard to the individual financial circumstances and objectives of any investor, and the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. WisdomTree and PIMCO. The collaboration is in response to high demand from financial advisers for model … Please note that the information contained on this website is intended only for persons resident in the United States. 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 … “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. You cannot invest directly in an index or model portfolio. 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. In June 2006, WisdomTree launched with a big idea and an impressive mission—to create a better way to invest. 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. 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. 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