As a result of the markets of 2008, investors worldwide now recognize the need to diversify beyond traditional asset classes—and beyond traditional strategies. Managed futures strategies have long provided institutional investors with true diversification and performance potential in almost any market.

WDTI, a managed futures strategy in ETF structure—that's one smart alternative.

MULTILEVEL
DIVERSIFICATION
Why managed futures
AN ESTABLISHED MANAGED
FUTURES STRATEGY
What WDTI is made of
MANAGED FUTURES
STRATEGY IN AN ETF
See the benefits
STRATEGIES
FOR WDTI
WDTI in your portfolio
REGISTER WITH
WISDOMTREE
Exclusive access

MULTI-LEVEL DIVERSIFICATION

Not only do managed futures strategies provide diversification potential at the asset class and investment strategy level, they may also help to lower portfolio risk, reduce long-term volatility and enhance returns. Contracts to buy or sell commodities, currencies or interest rates (at a future date), managed futures provide investors the benefits of:

  • Diversification through uncorrelated assets and a long/short strategy
  • Potential to profit from both rising and falling markets
  • Potential to perform in inflationary and deflationary environments
  • Commodities that are enjoying strong global demand
  • Currencies and interest rates that offer diversification and risk reduction

Diversification does not eliminate the risk of experiencing investment losses.

Investment universe

24 futures contracts: 16 commodities and 8 financials, including
Crude Oil, Natural Gas, Heating Oil, Gasoline, Copper, Gold, Silver, Soybeans, Corn, Wheat, Coffee, Sugar, Cotton, Cocoa, Live Cattle, Lean Hogs EURUSD, JPYUSD, GBPUSD, CHFUSD, AUDUSD, CADUSD 10-Year U.S. Note, 30-Year U.S. Bond

Rebalance frequency

Monthly

Based on the Composite Momentum Signal (CMS) framework

Long/short decision

Short positions in energy commodities (Crude, Natural Gas, Heating Oil and Gasoline) are not allowed; if signals suggest short position, the strategy will go flat for those four commodities

Rank the last 36-month annualized volatilities of 24 assets under the CMS framework; select the first 20 assets with lower volatilties; selected contracts are given equal nominal weight

Weight decision

If energy commodities are selected but signals suggest short position, in the strategy will go flat for the selected commodities and assign their nominal weights to other selected futures proportionally

The effective weight of each selected contract is decided based on the degree of conviction under CMS. With full conviction, the effective weight is the same as the nominal weight; otherwise, the effective weight is 2/3 of the nominal weight

Collateral investment

U.S. 3-Month Treasury Bill

MANAGED FUTURES STRATEGY IN AN ETF

Designed to track the WisdomTree Managed Futures Index, the WisdomTree Managed Futures Strategy Fund, WDTI, provides the potential advantages of managed futures and DTI-plus all the benefits of an ETF.

  • Low fees of only 65 basis points*
  • Full transparency of strategy and holdings**
  • A consistent, rules-based strategy
  • Intra-day liquidity
  • Registered under the investment company act of 1940
  • No k-1 filings
  • No redemption fees
  • No sales load
  • No investment minimums
  • The Fund is not leveraged

*Ordinary brokerage commissions apply.
**Holdings are provided daily on the website.

The WisdomTree Managed Futures Index is a long/short, rules-based Index designed to provide exposure to a portfolio consisting of diversified futures contracts for commodities, currencies and interest rates. On a monthly basis, assets with lower realized volatility will be selected, and a determination to go long or short the futures contracts of the selected assets under a proprietary composite momentum framework will be made. The composite momentum framework incorporates multiple momentum signals to decide the direction and weight in the Index.

STRATEGIES FOR WDTI

Managed futures strategies can provide the downside protection and true diversification potential investors like you need. WDTI is a smart way to access an established managed futures strategy.

Asset class diversification — As commodities, currencies and interest rates are usually non- or negatively correlated to traditional assets, WDTI may help reduce portfolio volatility and lower overall risk

Strategy diversification — WDTI uses a long/short strategy designed to profit from both rising and falling markets

Inflation hedge — The ability to go long or short commodities, non-U.S. currencies and U.S. Treasuries gives WDTI the potential to perform in both inflationary and deflationary environments

Diversification does not eliminate the risk of experiencing investment losses.

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Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors such as weather, disease, embargoes and international economic and political developments.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the US only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors such as weather, disease, embargoes and international economic and political developments.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors such as weather, disease, embargoes and international economic and political developments.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund's before investing. To obtain a prospectus containing this and other important information, please call 1-866-909-WISE (9473) or visit wisdomtree.com to view a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance is not indicative of future results.

There are risks associated with investing, including possible loss of principal. An investment in this Fund is speculative and involves a substantial degree of risk. One of the risks associated with the Fund is the complexity of the different factors that contribute to the Fund’s performance, as well as its correlation (or non-correlation) to other asset classes. These factors include use of long and short positions in commodity futures contracts, currency forward contracts, swaps and other derivatives. Derivatives can be volatile and may be less liquid than other securities and more sensitive to the effects of varied economic conditions. The Fund generally does not make intra-month adjustments and therefore is subject to substantial losses if the market moves against the Fund’s established positions on an intra-month basis. The Fund is actively managed thus the ability of the Fund to achieve its objectives will depend on the effectiveness of the portfolio manager. Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the US only.

© 2016 WisdomTree Investments, Inc.
"WisdomTree" is a registered mark of WisdomTree Investments, Inc.