WISDOMTREE DIGITAL MANAGEMENT, INC.

Overview

Wisdomtree Digital Management, Inc. is a corporate adviser set up to provide portfolio management services for registered investment companies. Its client base is institutional, and the firm operates on a percentage-of-assets-under-management fee model. The SEC registration date is 2022, and the adviser is structured as a domestic corporation that does not act as a capital allocator on client balance sheets. Regulatory and business affiliations indicate the firm sits inside a broader financial services ecosystem: it lists relationships with broker-dealers, other investment advisers, commodity pool operators or commodity trading advisers (CPO/CTA), and trust companies. The adviser is not flagged as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant. Its stated advisory activity is limited to portfolio management for investment companies, which implies its primary work is managing pooled vehicles rather than delivering individual wealth-management or advisory services to retail clients.

Assets & Accounts

Location & Offices