WisdomTree Funds
WisdomTree® Funds
WisdomTree Asset Management, Inc. ("WisdomTree"), is an exchange-traded fund ("ETF") sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. For more information, please visit www.wisdomtree.com or follow us on Twitter @WisdomTreeETFs. WisdomTree® is the marketing name for WisdomTree Investments, Inc. and its subsidiaries worldwide.
The funds listed below are part of Interactive Brokers' "fee waived" no transaction fee (NTF) program for exchange-traded funds (ETFs) where we will reimburse IBKR Pro clients for commissions paid on ETF shares held for at least 30 days. IBKR Lite clients always pay $0 commissions on ETFs.
No offer or solicitation to buy or sell securities or futures products of any kind, or any type of recommendation or advice, is made, given or in any manner endorsed by Interactive Brokers or any of its affiliates.
| Symbol | Fund Name | Fund Description | Prospectus | Fact Sheet |
|---|---|---|---|---|
| Domestic Equity ETFs | ||||
| EPS | WisdomTree U.S. LargeCap Fund | WisdomTree U.S. LargeCap Fund seeks to track the investment results of earnings-generating large-cap companies in the U.S. equity market. Learn more about the Index that EPS is designed to track. |
Download | Download |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | WisdomTree U.S. Quality Dividend Growth Fund seeks to track the investment results of dividend-paying large-cap companies with growth characteristics in the U.S. equity market. Learn more about the Index that DGRW is designed to track. |
Download | Download |
| USMF | WisdomTree U.S. Multifactor Fund | The WisdomTree U.S. Multifactor Fund seeks to track the investment results of companies with the highest composite scores based on two fundamental factors, value and quality measures, and two technical factors, momentum and correlation. Learn more about the Index that USMF is designed to track. |
Download | Download |
| QSY | WisdomTree U.S. Quality Shareholder Yield Fund | The WisdomTree U.S. Quality Shareholder Yield Fund seeks income and capital appreciation by investing primarily in U.S. equity securities that provide a high total shareholder yield with favorable relative quality characteristics. | Download | Download |
| EZM | WisdomTree U.S. MidCap Fund | WisdomTree U.S. MidCap Fund seeks to track the investment results of earnings-generating mid-cap companies in the U.S. equity market. Learn more about the Index that EZM is designed to track. |
Download | Download |
| EES | WisdomTree U.S. SmallCap Fund | WisdomTree U.S. SmallCap Fund seeks to track the investment results of earnings-generating small-cap companies in the U.S. equity market. Learn more about the Index that EES is designed to track. |
Download | Download |
| DGRS | WisdomTree U.S. SmallCap Quality Dividend Growth Fund | WisdomTree U.S. SmallCap Quality Dividend Growth Fund seeks to track the investment results of dividend-paying small-cap companies with growth characteristics in the U.S. equity market. Learn more about the Index that DGRS is designed to track. |
Download | Download |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | WisdomTree U.S. LargeCap Dividend Fund seeks to track the investment results of dividend-paying large-cap companies in the U.S. equity market. Learn more about the Index that DLN is designed to track. |
Download | Download |
| DTD | WisdomTree U.S. Total Dividend Fund | WisdomTree Total U.S. Dividend Fund seeks to track the investment results of broad dividend-paying companies in the U.S. equity market. Learn more about the Index that DTD is designed to track. |
Download | Download |
| DHS | WisdomTree U.S. High Dividend Fund | WisdomTree U.S. High Dividend Fund seeks to track the investment results of high-dividend-yielding companies in the U.S. equity market. Learn more about the Index that DHS is designed to track. |
Download | Download |
| DTN | WisdomTree U.S. Dividend ex-Financials Fund | WisdomTree U.S. Dividend ex-Financials Fund seeks to track the investment results of high-dividend-yielding companies outside the financial sector in the U.S. equity market. Learn more about the Index that DTN is designed to track. |
Download | Download |
| DON | WisdomTree U.S. MidCap Dividend Fund | WisdomTree U.S. MidCap Dividend Fund seeks to track the investment results of dividend-paying mid-cap companies in the U.S. equity market. Learn more about the Index that DON is designed to track. |
Download | Download |
| DES | WisdomTree U.S. SmallCap Dividend Fund | WisdomTree U.S. SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the U.S. equity market. Learn more about the Index that DES is designed to track. |
Download | Download |
| EM Equity ETFs | ||||
| DEM | WisdomTree Emerging Markets High Dividend Fund | WisdomTree Emerging Markets High Dividend Fund seeks to track the investment results of high-dividend-yielding companies in the emerging markets region. Learn more about the Index that DEM is designed to track. |
Download | Download |
| DGRE | WisdomTree Emerging Markets Quality Dividend Growth Fund | WisdomTree Emerging Markets Quality Dividend Growth Fund seeks to track the investment results of dividend-paying companies with growth characteristics in the emerging markets region. | Download | Download |
| EMMF | WisdomTree Emerging Markets Multifactor Fund | The WisdomTree Emerging Markets Multifactor Fund seeks capital appreciation by investing primarily in equity securities of emerging markets countries with the highest composite scores based on two fundamental factors, value and quality measures, and two technical factors, momentum and correlation. | Download | Download |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | WisdomTree Emerging Markets SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the emerging markets region. Learn more about the Index that DGS is designed to track. |
Download | Download |
| XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seeks to track the investment results of emerging market companies that are not state-owned enterprises, which is defined as government ownership of more than 20%. Learn more about the Index that XSOE is designed to track. |
Download | Download |
| CXSE | WisdomTree China ex-State-Owned Enterprises Fund | WisdomTree China ex-State-Owned Enterprises Fund seeks to track the investment results of Chinese companies that are not state-owned enterprises, which is defined as government ownership of greater than 20%. Learn more about the index that CXSE is designed to track. |
Download | Download |
| EPI | WisdomTree India Earnings Fund | WisdomTree India Earnings Fund seeks to track the investment results of profitable companies in the Indian equity market. Learn more about the Index that EPI is designed to track. |
Download | Download |
| International Equity ETFs | ||||
| DWM | WisdomTree International Equity Fund | WisdomTree International Equity Fund seeks to track the investment results of dividend-paying companies in the developed world ex the U.S. and Canada. Learn more about the Index that DWM is designed to track. |
Download | Download |
| DWMF | WisdomTree International Multifactor Fund | The WisdomTree International Multifactor Fund seeks capital appreciation by investing primarily in equity securities of developed countries, excluding the United States and Canada, with the highest composite scores based on two fundamental factors, value and quality measures, and two technical factors, momentum and correlation. | Download | Download |
| DDWM | WisdomTree Dynamic Currency Hedged International Equity Fund | WisdomTree Dynamic Currency Hedged International Equity Fund seeks to track the performance of dividend-paying companies in the industrialized world outside of the U.S. and Canada while at the same time dynamically hedging exposure to fluctuations of the value of the applicable foreign currencies relative to the U.S. dollar. Learn more about the Index that DDWM is designed to track. |
Download | Download |
| DOL | WisdomTree International LargeCap Dividend Fund | WisdomTree International LargeCap Dividend Fund seeks to track the investment results of dividend-paying large-cap companies in the developed world ex the U.S. and Canada. Learn more about the Index that DOL is designed to track. |
Download | Download |
| DOO | WisdomTree International Dividend ex-Financials Fund | WisdomTree International Dividend ex-Financials Fund seeks to track the investment results of high-dividend-yielding companies outside the financial sector in the developed world ex the U.S. and Canada. Learn more about the Index that DOO is designed to track. |
Download | Download |
| DTH | WisdomTree International High Dividend Fund | WisdomTree International High Dividend Fund seeks to track the investment results of high-dividend-yielding companies in the developed world ex the U.S. and Canada. Learn more about the Index that DTH is designed to track. |
Download | Download |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | WisdomTree International Hedged Quality Dividend Growth Fund seeks to provide exposure to dividend-paying companies with growth characteristics in the developed world ex the U.S. and Canada while hedging exposure to fluctuations between the U.S. dollar and foreign currencies. Learn more about the Index that IHDG is designed to track. |
Download | Download |
| IQDG | WisdomTree International Quality Dividend Growth Fund | WisdomTree International Quality Dividend Growth Fund seeks to track the investment results of dividend-paying companies with growth characteristics in the developed world, excluding Canada and the United States. Learn more about the Index that IQDG is designed to track. |
Download | Download |
| DLS | WisdomTree International SmallCap Dividend Fund | WisdomTree International SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the developed world ex the U.S. and Canada. Learn more about the Index that DLS is designed to track. |
Download | Download |
| DDLS | WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund | WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund seeks to track the performance of the small-capitalization segment of dividend-paying companies in the industrialized world outside of the U.S. and Canada while at the same time dynamically hedging exposure to fluctuations of the value of the applicable foreign currencies relative to the U.S. dollar. Learn more about the Index that DDLS is designed to track. |
Download | Download |
| DIM | WisdomTree International MidCap Dividend Fund | WisdomTree International MidCap Dividend Fund seeks to track the investment results of dividend-paying mid-cap companies in the developed world ex the U.S. and Canada. Learn more about the Index that DIM is designed to track. |
Download | Download |
| DNL | WisdomTree Global ex‐U.S. Quality Dividend Growth Fund | WisdomTree Global ex‐U.S. Quality Dividend Growth Fund seeks to track the investments results of dividend-paying companies with growth characteristics in developed and emerging equity markets, ex-U.S. Learn more about the Index that DNL is designed to track. |
Download | Download |
| DEW | WisdomTree Global High Dividend Fund | WisdomTree Global High Dividend Fund seeks to track the investment results of high-dividend-yielding companies in the U.S. and in developed and emerging equity markets. Learn more about the Index that DEW is designed to track. |
Download | Download |
| DRW | WisdomTree Global ex-U.S. Real Estate Fund | WisdomTree Global ex-U.S. Real Estate Fund seeks to track the investment results of dividend-paying companies in the Real Estate sector in developed and emerging equity markets, ex-U.S. Learn more about the Index that DRW is designed to track. |
Download | Download |
| DXJ | WisdomTree Japan Hedged Equity Fund | WisdomTree Japan Hedged Equity Fund seeks to provide exposure to the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and the yen. Learn more about the Index that DXJ is designed to track. |
Download | Download |
| HEDJ | WisdomTree Europe Hedged Equity Fund | WisdomTree Europe Hedged Equity Fund seeks to provide exposure to the European equity market while hedging exposure to fluctuations between the U.S. dollar and the euro. Learn more about the Index that HEDJ is designed to track. |
Download | Download |
| EUDG | WisdomTree Europe Quality Dividend Growth Fund | WisdomTree Europe Quality Dividend Growth Fund seeks to track the investment results of dividend-paying companies with growth characteristics in the European equity market. Learn more about the Index that EUDG is designed to track. |
Download | Download |
| DFJ | WisdomTree Japan SmallCap Dividend Fund | WisdomTree Japan SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the Japanese equity market. Learn more about the Index that DFJ is designed to track. |
Download | Download |
| DXJS | WisdomTree Japan Hedged SmallCap Equity Fund | WisdomTree Japan Hedged SmallCap Equity Fund seeks to provide exposure to the small-cap segment of the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and the yen. Learn more about the Index that DXJS is designed to track. |
Download | Download |
| DFE | WisdomTree Europe SmallCap Dividend Fund | WisdomTree Europe SmallCap Dividend Fund seeks to track the investment results of dividend-paying small-cap companies in the European equity market. Learn more about the Index that DFE is designed to track. |
Download | Download |
| EUSC | WisdomTree Europe Hedged SmallCap Equity Fund | The WisdomTree Europe Hedged SmallCap Equity Fund seeks to provide exposure to European small-cap companies while hedging exposure to fluctuations between the U.S. dollar and the euro. Learn more about the Index that EUSC is designed to track. |
Download | Download |
| Fixed Income ETFs | ||||
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | The WisdomTree Yield Enhanced U.S. Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Aggregate Enhanced Yield Index. | Download | Download |
| SHAG | WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund | The WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays U.S. Short Aggregate Enhanced Yield Index. | Download | Download |
| MTGP | WisdomTree Mortgage Plus Bond Fund | The WisdomTree Mortgage Plus Bond Fund operates as an actively managed exchange-traded fund that seeks income and capital appreciation through investments in mortgage-related debt and other securitized debt. WisdomTree Asset Management, Inc. (WisdomTree) serves as the Fund's adviser. Voya Investment Management Co., LLC (Voya IM) serves as the Fund's sub adviser. | Download | Download |
| USFR | WisdomTree Floating Rate Treasury Fund | WisdomTree Floating Rate Treasury Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg U.S. Treasury Floating Rate Bond Index. | Download | Download |
| AGZD | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | The WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund seeks to track the price and yield performance, before fees and expenses, of the Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Zero Duration. | Download | Download |
| HYZD | WisdomTree Interest Rate Hedged High Yield Bond Fund | The WisdomTree Interest Rate Hedged High Yield Bond Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. High Yield Corporate Bond, Zero Duration Index. Learn more about the Index HYZD is designed to track. |
Download | Download |
| WFIG | WisdomTree U.S. Corporate Bond Fund | WisdomTree U.S. Corporate Bond Fund seeks to track the performance of select issuers in the U.S. investment grade corporate bond market that are deemed to exhibit favorable fundamentals and opportunities for income. Learn more about the Index WFIG is designed to track. |
Download | Download |
| SFIG | WisdomTree U.S. Short Term Corporate Bond Fund | WisdomTree U.S. Short Term Corporate Bond Fund seeks to track the performance of select issuers in the short-term U.S. investment grade corporate bond market that are deemed to exhibit favorable fundamentals and opportunities for income. Learn more about the Index SFIG is designed to track. |
Download | Download |
| WFHY | WisdomTree U.S. High Yield Corporate Bond Fund | WisdomTree U.S. High Yield Corporate Bond Fund seeks to track the performance of select issuers in the U.S. non-investment grade corporate bond ("junk bond") market that are deemed to exhibit favorable fundamentals and opportunities for income. Learn more about the Index WFHY is designed to track. |
Download | Download |
| SFHY | WisdomTree U.S. Short Term High Yield Corporate Bond Fund | WisdomTree U.S. Short Term High Yield Corporate Bond Fund* seeks to track the performance of select issuers in the short-term U.S. non-investment-grade corporate bond ("junk bond") market that are deemed to exhibit favorable fundamentals and opportunities for income. Learn more about the Index SFHY is designed to track. |
Download | Download |
| ELD | WisdomTree Emerging Markets Local Debt Fund | WisdomTree Emerging Markets Local Debt Fund seeks a high level of total returns consisting of both income and capital appreciation. The fund attempts to achieve its investment objective through investment in local debt denominated in the currencies of emerging market countries. | Download | Download |
| EMCB | WisdomTree Emerging Markets Corporate Bond Fund | WisdomTree Emerging Markets Corporate Bond Fund seeks to provide a high level of total return consisting of both income and capital appreciation through investments in the debt of emerging markets corporate issuers. | Download | Download |
| Currency ETFs | ||||
| CEW | WisdomTree Emerging Currency Strategy Fund | The Fund seeks to achieve total returns reflective of both money market rates in selected emerging market countries available to foreign investors and changes to the value of these currencies relative to the U.S. dollar. Since the Fund's investment objective has been adopted as a non-fundamental investment policy, the Fund's investment objective may be changed without a vote of shareholders. | Download | Download |
| USDU | WisdomTree Bloomberg U.S. Dollar Bullish Fund | The WisdomTree Bloomberg U.S. Dollar Bullish Fund seeks to provide total returns, before expenses, that exceed the performance of the Bloomberg Dollar Total Return Index. | Download | Download |
| Alternative ETFs | ||||
| WTMF | WisdomTree Managed Futures Strategy Fund | The WisdomTree Managed Futures Strategy Fund seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns. The Fund is managed using a quantitative, rules-based strategy and intends to invest in a combination of diversified futures contracts for commodities, currencies and interest rates. Learn more about the Index that WTMF is designed to track. |
Download | Download |
| PUTW | WisdomTree CBOE S&P 500 PutWrite Strategy Fund | The WisdomTree CBOE S&P 500 PutWrite Strategy Fund seeks to track the performance, before fees and expenses, of the CBOE S&P 500 PutWrite Index (PUT), a collateralized put write strategy on the S&P 500 Index. The strategy is designed to receive a premium from the option buyer by selling a sequence of one-month, at-the-money, S&P 500 Index puts (SPX puts). If, however, the value of the S&P 500 Index falls below the SPX Put's strike price, the option finishes in-the-money and the Fund pays the buyer the difference between the strike price and the value of the S&P 500 Index. The Fund's strategy of selling cash-secured SPX Puts serves to partially offset a decline in the value of the S&P 500 Index to the extent of the premiums received. | Download | Download |
| GCC | WisdomTree Enhanced Commodity Strategy Fund | The WisdomTree Enhanced Commodity Strategy Fund is an actively managed exchange-traded fund and intends to provide broad-based exposure to the following four commodity sectors: Energy, Agriculture, Industrial Metals, and Precious Metals primarily through investments in futures contracts. | Download | |
| Asset Allocation ETFs | ||||
| NTSX | WisdomTree 90/60 U.S. Balanced Fund | The WisdomTree 90/60 U.S. Balanced Fund seeks total return by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. | Download | Download |
| Thematic ETFs | ||||
| WCLD | WisdomTree Cloud Computing Fund | The WisdomTree Cloud Computing Fund seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index, an equally weighted Index designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers. | Download | Download |
Important Fund Disclosures
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.
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.