Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or click here to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing, including the possible loss of principal. Past performance does not guarantee future results.
You cannot invest directly in an index or model portfolio.
Neither WisdomTree Investments, Inc., nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax advice. All references to tax matters or information provided on this site are for illustrative purposes only and should not be considered tax advice and cannot be used for the purpose of avoiding tax penalties. Investors seeking tax advice should consult an independent tax advisor.
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, real estate, currency, fixed income and alternative investments include additional risks. Due to the investment strategy of certain Funds, they may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.
55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. Such registration does not imply a certain level of skill or training. WisdomTree is providing model portfolio information to 55ip pursuant to a license and related agreement with 55ip. WisdomTree model portfolio information is designed to be used by 55ip and financial advisors solely as an educational resource, along with other potential resources 55ip and advisors may consider, in providing services to their end clients. 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, nor should any model portfolio information be considered or relied upon as investment advice, research or as a recommendation from WisdomTree (or Dr. Siegel, whereby he shall be deemed to be included in all references herein to WisdomTree), including regarding the use or suitability of any model portfolio, any particular security or any particular strategy. In providing model portfolio information, WisdomTree is not acting and has not agreed to act in an investment advisory, fiduciary or quasi-fiduciary capacity to 55ip, any advisor or end client, and has no responsibility in connection therewith, and is not providing individualized investment advice to 55ip, any advisor or end client, including based on or tailored to the circumstance of 55ip, any advisor or end client. The WisdomTree model portfolio information is provided “as is,” without warranty of any kind, express or implied. WisdomTree is not responsible for determining the securities to be purchased, held and/or sold for or by 55ip, any advisor or end client accounts, nor is WisdomTree responsible for determining the suitability or appropriateness of a model portfolio or any securities included therein for any third party, including end clients. 55ip and advisors are solely responsible for making investment recommendations and/or decisions with respect to their clients, including an end client, and should consider the end client’s individual financial circumstances, investment time frame, risk tolerance level and investment goals in determining the appropriateness of a particular investment or strategy, without input from WisdomTree. Using an asset allocation strategy does not ensure a profit or protect against loss or market risk, and diversification does not eliminate the risks of experiencing investment losses or experiencing volatility of returns. There is no assurance that investing in accordance with a model portfolio’s allocations will provide positive performance over any period. WisdomTree primarily uses WisdomTree ETFs in the Model Portfolios unless there is no WisdomTree ETF that is consistent with the desired asset allocation or model portfolio strategy. The WisdomTree Model Portfolios, allocations, and data are subject to change. Information concerning the WisdomTree Model Portfolios, including allocations, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the WisdomTree Model Portfolios using 55ip’s technology or otherwise.
There is an overlay fee when using a WisdomTree model portfolio in connection with 55ip’s technology and WisdomTree is paying a portion of that fee to 55ip which advisors would otherwise be required to pay. There is no assurance that such payments by WisdomTree will continue. Additional fees, including underlying fees to implement trading in transitioning a portfolio, may apply.
WisdomTree and 55ip are not affiliated. WisdomTree has not reviewed or otherwise provided any content on 55ip’s website or for other materials created by 55ip, other than information about WisdomTree, and makes no representations, warranties or endorsements regarding such content or 55ip (including 55ip’s tax management technology) and disclaims any responsibility associated therewith.
