WISDOMTREE ASSET MANAGEMENT, INC.

RIASEC RegisteredEst. 2006
Total AUM
$88.4B
Discretionary
$88.4B
100% of AUM
Avg account
$1B
Accounts
85
Employees
175
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
139684
Registered since
May 3, 2006
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

WisdomTree Asset Management, Inc. is an institutional-focused asset manager that primarily serves investment companies and large institutional clients. The firm operates as a portfolio manager for investment companies and is active on ESG matters, indicating systematic integration of environmental, social and governance considerations across at least part of its product lineup. Its business footprint includes commodity pool or trading-manager activities (CPO/CTA) and affiliations with broker‑dealers and trust companies, which supports both fund management and institutional distribution channels. On the investment side, WisdomTree is best known for managing exchange-traded products and index-based strategies that emphasize rule-based exposures — including dividend-weighted, factor-tilt and currency-aware equity approaches — alongside fixed income and commodity strategies. The firm uses both physical securities baskets and, where appropriate, derivatives and swap structures to achieve target exposures and manage cash flows for its investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • PETER ZIEMBA

    CEOCRD 5438436

  • TERRY FELD

    Chief Compliance OfficerCRD 4085142

  • BRYAN EDMISTON

    Chief Financial OfficerCRD 5743897

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Contacts

2 of 2
  • STUART BELL

    Registered RepresentativeCRD 6932307

  • JOANNE ANTICO

    General CounselCRD 4936437

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
250 W 34th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth