Bay Street News

WisdomTree Significantly Expands Offering on Schwab ETF OneSource™

NEW YORK, Feb. 12, 2019 (GLOBE NEWSWIRE) — WisdomTree (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, today announced the addition of 44 WisdomTree ETFs to Schwab ETF OneSource™, one of the largest commission-free ETF programs in the industry.¹ Effective March 1, Schwab clients will be able to buy and sell a total of 65 WisdomTree ETFs, and purchases are subject to $0 online trade commissions and no early redemption fees or hidden costs.²

“WisdomTree is committed to making our products easily accessible for advisors and investors through commission-free platforms such as Schwab ETF OneSource and providing an overall better investing experience. We’re thrilled to be included in Schwab’s program expansion in such a prominent capacity,” said Kurt MacAlpine, WisdomTree EVP and Global Head of Distribution.

WisdomTree ETFs available on Schwab ETF OneSource:

Fund Name Ticker
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund AGGY
WisdomTree Negative Duration U.S. Aggregate Bond Fund* AGND
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund AGZD
WisdomTree Asia Pacific ex-Japan Fund* AXJL
WisdomTree Emerging Currency Strategy Fund* CEW
WisdomTree China ex-State-Owned Enterprises Fund* CXSE
WisdomTree Chinese Yuan Strategy Fund* CYB
WisdomTree Dynamic Currency Hedged Europe Equity Fund* DDEZ
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund* DDLS
WisdomTree Dynamic Currency Hedged International Equity Fund DDWM
WisdomTree Emerging Markets High Dividend Fund* DEM
WisdomTree U.S. SmallCap Dividend Fund* DES
WisdomTree Global High Dividend Fund* DEW
WisdomTree Europe SmallCap Dividend Fund* DFE
WisdomTree Japan SmallCap Dividend Fund* DFJ
WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE
WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS
WisdomTree U.S. Quality Dividend Growth Fund DGRW
WisdomTree Emerging Markets SmallCap Dividend Fund* DGS
WisdomTree Dynamic Currency Hedged International Quality Dividend Growth Fund* DHDG
WisdomTree U.S. High Dividend Fund* DHS
WisdomTree International MidCap Dividend Fund* DIM
WisdomTree U.S. LargeCap Dividend Fund* DLN
WisdomTree International SmallCap Dividend Fund* DLS
WisdomTree Global ex-U.S. Quality Dividend Growth Fund DNL
WisdomTree International LargeCap Dividend Fund* DOL
WisdomTree U.S. MidCap Dividend Fund* DON
WisdomTree International Dividend ex-Financials Fund* DOO
WisdomTree Global ex-U.S. Real Estate Fund* DRW
WisdomTree U.S. Total Dividend Fund* DTD
WisdomTree International High Dividend Fund* DTH
WisdomTree U.S. Dividend ex-Financials Fund* DTN
WisdomTree Emerging Markets Dividend Fund* DVEM
WisdomTree International Equity Fund* DWM
WisdomTree Germany Hedged Equity Fund DXGE
WisdomTree Japan Hedged Equity Fund* DXJ
WisdomTree Japan Hedged SmallCap Equity Fund DXJS
WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS
WisdomTree U.S. SmallCap Earnings Fund* EES
WisdomTree Emerging Markets Local Debt Fund* ELD
WisdomTree Emerging Markets Corporate Bond Fund* EMCB
WisdomTree Emerging Markets Consumer Growth Fund* EMCG
WisdomTree Emerging Markets Multifactor Fund* EMMF
WisdomTree India Earnings Fund* EPI
WisdomTree U.S. Earnings 500 Fund* EPS
WisdomTree Europe Quality Dividend Growth Fund* EUDG
WisdomTree Europe Hedged SmallCap Equity Fund EUSC
WisdomTree U.S. Total Earnings Fund* EXT
WisdomTree U.S. MidCap Earnings Fund* EZM
WisdomTree Continuous Commodity Index Fund GCC
WisdomTree Europe Hedged Equity Fund* HEDJ
WisdomTree Negative Duration High Yield Bond Fund* HYND
WisdomTree Interest Rate Hedged High Yield Bond Fund HYZD
WisdomTree International Hedged Quality Dividend Growth Fund IHDG
WisdomTree International Quality Dividend Growth Fund* IQDG
WisdomTree Japan Hedged Quality Dividend Growth Fund JHDG
WisdomTree CBOE S&P 500 PutWrite Strategy Fund PUTW
WisdomTree U.S. Quality Shareholder Yield Fund* QSY
WisdomTree Fundamental U.S. Short-Term High Yield Corporate Bond Fund* SFHY
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund SHAG
WisdomTree Bloomberg U.S. Dollar Bullish Fund USDU
WisdomTree Floating Rate Treasury Fund USFR
WisdomTree U.S. Multifactor Fund* USMF
WisdomTree Managed Futures Strategy Fund WTMF
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE

*Indicates the fund will be available on March 1, 2019.

A complete list of Schwab ETF OneSource ETFs is available here.

(This link is provided for informational purposes only. WisdomTree and Foreside Funds Services, LLC. are not responsible for the content of these pages.)

About Schwab ETF OneSource
On March 1, Schwab ETF OneSource will offer investors and advisors access to 500+ commission-free ETFs. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.

Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.

About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $57.3 billion in assets under management globally.

WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.

About Charles Schwab
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube and LinkedIn.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473), or visit wisdomtree.com to view or download a prospectus. Read the prospectus carefully before you invest.

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.

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. Commodities and futures are generally volatile and are not suitable for all investors.

Please read each Fund’s prospectus for specific details regarding each Fund’s risk profile.

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

Schwab ETF OneSource is a registered mark of Schwab and is being used with permission. Schwab is not affiliated with WisdomTree.

WTPR-20190211-0040

Contact Information:
WisdomTree Investments, Inc.
Jessica Zaloom / Kylie Scott
+1.917.267.3735 / +1.917.267.3860
jzaloom@wisdomtree.com / kscott@wisdomtree.com

¹ Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover. Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.

² An account or service fee is free where costs do exist.