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CIO-Managed Model Portfolios

CIO-Managed Model Portfolios

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PATH Tools

PATH Tools

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Market Insights

Market Insights

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INSIGHTS TO EMPOWER YOURSELF

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Leveraging Academic & Industry Experts

Stay Current on Global Markets

Stay Current on Global Markets

Jeremy Siegel

WisdomTree Senior Economist

Engage Clients on Behavioral Finance

Engage Clients on Behavioral Finance

Shlomo Benartzi, Ph.D.

Co-Founder, Behavioral Decision-Making Group, UCLA Anderson School of Management

Make the Complex Simple and Connect Deeply

Make the Complex Simple and Connect Deeply

Karen Leparulo

Lead Presenter, Third Quarter Advisers, LLC

Transition Your Business Seamlessly

Transition Your Business Seamlessly

John Furey

Principal & Founder, Advisor Growth Strategies

Build Intergenerational Relationships

Build Intergenerational Relationships

Kristan Wojnar

Content creator, coach & communicator, Third Quarter Advisers

Driving Growth with Model Portfolios & Digital First Impressions

Driving Growth with Model Portfolios & Digital First Impressions

Ryan Krystopowicz, CFA

Director, Client Solutions, WisdomTree

Unlocking After-Tax Alpha

Unlocking After-Tax Alpha

John Hill, CFA

Co-Founder & CEO, Quorus

Manage Human Dynamics

Manage Human Dynamics

Carl Petty

Head of Leadership and Talent Development, WisdomTree

Innovate Your Thinking for Extraordinary Outcomes

Innovate Your Thinking for Extraordinary Outcomes

Dr. Iris Firstenberg

Adjunct Professor of Management, UCLA Anderson. Academic Advisor to WisdomTree

Transform Your Technology Landscape

Transform Your Technology Landscape

Doug Fritz

Founder & CEO, F2 Strategy

Strengthen Relationships with Persuasion & Communication

Strengthen Relationships with Persuasion & Communication

Robert M. McCann, PhD

Professor of Clinical Management & Organizations, UCLA Anderson. Academic Advisor to WisdomTree

Develop an Unbreakable Mindset

Develop an Unbreakable Mindset

Marques Ogden

CEO, Ogden Ventures, LLC

Execute an Efficient Organic Growth Plan

Execute an Efficient Organic Growth Plan

Eden Ovadia

CEO & Co-founder, FINNY AI

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This material, and any assistance provided as described herein, including portfolio construction and asset allocation stress testing, assessments, discussions, output or other assistance (whether by WisdomTree personnel or digital tools) (the "Assistance Tools") are for information only and no material or Assistance Tools are intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice. The results of Assistance Tools are expected to include a substantial portion of WisdomTree Funds.

The Assistance Tools are intended for use only by a financial advisor as a resource in the development of a portfolio for a financial advisor's clients. The financial advisor is solely responsible for making investment recommendations and/or decisions with respect to its clients without input from Wisdom Tree, including with respect to investing in accordance with the results of any Assistance Tools, in any portfolio or in any particular security. Wisdom Tree 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. 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. Investors and their advisors should consider the investors' individual financial circumstances, investment time frame, risk tolerance level and investment goals. Investors should consult with their own advisors before engaging in any transaction. Using an asset allocation strategy does not assure a profit or protect against loss and diversification does not eliminate the risk of experiencing investment losses. There is no assurance that investing in accordance with results of Assistance Tools will provide positive performance over any period of time. The results of Assistance Tools are provided "as-is," without any warranty of any kind, express or implied. Information and other marketing materials provided to you by Wisdom Tree or any third-party concerning results of Assistance Tools, including allocations, performance and other characteristics, may not be indicative of an investor's actual experience from an account managed in accordance with such results.

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.

There are risks associated with investing, including possible loss of principal. 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 a discussion of risks.

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