Rising Rates Solutions
WisdomTree provides four simple ways to fight rising interest rates. Learn more in our latest podcast.
Below you will find links to our latest whitepapers, investment cases and current research.
You can also read economic and market commentary from our thought leaders and connect with us on social media.
WisdomTree attempts to present timely and accurate information on our website. However, inaccuracies (both technical and factual) may occur. WisdomTree does not warrant the accuracy and completeness, either expressly or implied, of the materials presented on this website. WisdomTree, its affiliates and their independent providers are not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein. As a condition of your use of this site, you agree to be bound by the terms and conditions herein, including to indemnify and hold WisdomTree harmless from and against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys' fees) arising from your use of the site, or from your violation of these Terms.
All content, information, products and services available on or through this site are owned, licensed or controlled by WisdomTree and protected under U.S. copyright laws.
You may not copy, distribute, or in any way reproduce information contained on this website without the prior written consent of WisdomTree. Unauthorized use of any material contained on this site may violate copyright laws, trademark laws, trade secret laws, the laws of privacy and publicity, and communications regulations and statutes.
Request for consent must be made in writing and mailed to:
WisdomTree Investments, Inc.
245 Park Ave, 35th fl.
New York, NY 10017
Attn: Legal Department
Information for Non-U.S. Investors: The Funds (as defined below) described on this web site are intended only for persons in the United States. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.
Any use of WisdomTree Indexes, data or other information requires a license from WisdomTree. The information may not be used to verify or correct other data, to create indexes, or in connection with offering, sponsoring, managing or marketing any securities, portfolios, financial instruments or products.
The WisdomTree funds ("WisdomTree Funds" or "Funds") are series of WisdomTree Trust ("Trust"), an investment company registered with the United States Securities and Exchange Commission ("SEC") under the Investment Company Act of 1940, as amended. Each WisdomTree Fund is an exchange traded fund ("ETF") and shares of each WisdomTree Fund trade on national securities exchanges at market prices. WisdomTree Investments, Inc. licenses the WisdomTree Indexes to the WisdomTree Trust. WisdomTree Asset Management, Inc., a wholly owned subsidiary of WisdomTree Investments, Inc., serves as the investment advisor to the WisdomTree Trust. None of the WisdomTree entities are affiliated with ADI (ALPS Distributors Inc., the distributor of WisdomTree Funds). The term "WisdomTree" as used herein refers to WisdomTree Investments, WisdomTree Asset Management, WisdomTree Trust or the WisdomTree Funds, individually or collectively, as required by context.
Information contained on this site is not an offer to sell or a solicitation of an offer to buy any shares of any WisdomTree Funds. The Funds may not be suitable for all investors and are not obligations of WisdomTree or guaranteed by WisdomTree. The Funds are subject to investment risks, including the loss of the principal amount invested. Historical performance is not necessarily indicative of future performance of an investment. Nothing contained on the site constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. The information on the site is provided for informational purposes only and is subject to change without notice.
Certain Pricing and quote data contained herein is provided by Thomson Financial LLC. Such data is proprietary information of Thomson Financial and is used with permission. Thomson Financial data is not warranted or represented to be correct, complete, accurate or timely. Thomson Financial is not affiliated with WisdomTree Investments or its affiliates and is not responsible for investment decisions, damages or losses resulting from the use of the WisdomTree Indexes or Thomson Financial data.
For Domestic Dividend Indexes, certain Index information contained herein utilizes data provided by the Center for Research in Securities Prices, Graduate School of Business, University of Chicago ("CRSP"). Such data is proprietary and confidential information of CRSP and is used with permission. CRSP data is not warranted or represented to be correct, complete, accurate or timely. CRSP is not affiliated with WisdomTree and is not responsible for investment decisions, damages or losses resulting from the use of the WisdomTree Indexes or the CRSP data. WisdomTree and its independent providers are not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein.
Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
All WisdomTree Indexes excluding the Dividend, Large Cap Dividend, Mid Cap Dividend, Small Cap Dividend and Equity Income are the exclusive property of WisdomTree Investments, Inc., which has contracted with Standard & Poor's ("S&P") to maintain and calculate the Indexes. S&P shall have no liability for any errors or omissions in calculating the Indexes.
For all S&P calculated Indexes except for the International Sector Indexes and associated Funds the sector breakdowns are produced using GICS methodology. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of Morgan Stanley Capital International Inc. ("MSCI") and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. ("S&P") and is licensed for use by WisdomTree Investments, Inc. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.
Barclays Capital Inc. and its affiliates ("Barclays") is not the issuer or producer of the Funds and Barclays has no responsibilities, obligations or duties to investors in the Funds. These Barclays Indexes are a trademark owned by Barclays Bank PLC and licensed for use by WisdomTree with respect to the WisdomTree trust as the Issuer of the Funds. Barclays' only relationship to WisdomTree is the licensing of these Barclays Indexes which is determined, composed and calculated by Barclays without regard to WisdomTree or the Funds. While WisdomTree may for itself execute transaction(s) with Barclays in or relating to these Barclays Indexes in connection with the Funds that investors acquire from WisdomTree, investors in the Funds neither acquire any interest in these Barclays Indexes nor enter into any relationship of any kind whatsoever with Barclays upon making an investment in the Funds. The Funds are not sponsored, endorsed, sold or promoted by Barclays, and Barclays makes no representation or warranty (express or implied) to the owners of the Funds, the Issuer or members of the public regarding the advisability, legality or suitability of the Funds or use of these Barclays Indexes or any data included therein. Barclays shall not be liable in any way to the Issuer, investors, or to other third parties in respect of the use or accuracy of these Barclays Indexes or any data included therein or in connection with the administration, marketing, purchasing or performance of the Funds.
Merrill Lynch, Pierce, Fenner & Smith Incorporated and its affiliates ("BofA Merrill Lynch") indices and related information, the name "BofA Merrill Lynch", and related trademarks, are intellectual property licensed from BofA Merrill Lynch, and may not be copied, used, or distributed without BofA Merrill Lynch's prior written approval. The licensee’s products have not been passed on as to their legality or suitability, and are not regulated, issued, endorsed, sold, guaranteed, or promoted by BofA Merrill Lynch. BOFA MERRILL LYNCH MAKES NO WARRANTIES AND BEARS NO LIABILITY WITH RESPECT TO THE INDICES, ANY RELATED INFORMATION, ITS TRADEMARKS, OR THE PRODUCT(S) (INCLUDING WITHOUT LIMITATION, THEIR QUALITY, ACCURACY, SUITABILITY AND/OR COMPLETENESS). Bloomberg Finance L.P. and its affiliates (collectively, "Bloomberg") are not affiliated with WisdomTree and do not approve, endorse, review, or recommend any Funds. BLOOMBERG and the BLOOMBERG INDEXES are trademarks or service marks of Bloomberg Finance L.P. and have been licensed to WisdomTree. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to any BLOOMBERG INDEXES.
Should the viewer leave the site via a link contained in the site which leads to an entity not affiliated with WisdomTree, the viewer does so at its own risk.
"WisdomTree", "WisdomTree Investments" and "WisdomTree DEFA" are service marks of WisdomTree Investments, Inc.
© 2014 WisdomTree. All rights reserved.
WisdomTree has patent applications pending on the methodology and operation of its indexes and ETFs.
Last Modified: February 2014