Client Approved Materials
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Introduction to WisdomTree and ETFs
- The Fundamentals of ETFs
2–page brochure explaining ETF basics. - WisdomTree Capabilities Brochure
Overview of WisdomTree and our investment philosophy. - WisdomTree Fundamentally Weighted Indexes & ETFs
Overview of how we construct equity indexes and ETFs - WisdomTree Product Grid
2-page summary of WisdomTree ETFs. - WisdomTree Dreyfus Intl. Currency Income ETF Product Listing
Investment Themes
Domestic Equity
- The Case for Small-Cap Earnings
2-page rationale for making the WisdomTree SmallCap Earnings Fund (EES) a part of your allocation.
Currency/Fixed Income
- U.S. Short-term Government Income Fund (USY)
2-page rationale for making WisdomTree U.S. Short-term Government Income Fund (USY) a part of your allocation. - The Case for Currency Income ETFs
2-page rationale for making WisdomTree Dreyfus International Currency Income ETFs a part of your allocation. - Inside the WisdomTree Dreyfus Emerging Currency Fund (CEW)
2-page explanation describing how the WisdomTree Dreyfus Emerging Currency Fund (CEW) works. - The Case for Emerging Currencies
2-page rationale for making emerging currencies a part of your allocation. - The Case for the Chinese Yuan
4-page rationale for making the Chinese Yuan ETF (CYB) a part of your allocation.
Index Methodologies
- Dividend Index Methodology
- Earnings Index Methodology
- Domestic Growth Index Methodology
- Domestic Value Index Methodology
- Global Dividend Indexes and World ex-U.S. Index Methodology
- World ex-U.S. Growth Index Methodology
- International Real Estate Index Methodology
- Emerging Markets Dividend Family Index Methodology
- Emerging Markets India Earnings Index Methodology
- Middle East Dividend Index Methodology
Also approved for client use:
WT Capabilities brochure explains the fundamental approach to your clients. 