WisdomTree’s Digital Portfolio Developer (DPD) Wins 2018 WealthManagement.com Industry Award
September 14 2018 - 9:30AM
DPD Recognized as “Thought Leadership Initiative”
of the Year
WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded
fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset
manager, today announced that the WisdomTree Digital Portfolio
Developer (DPD) has won the Thought Leadership Initiative of the
Year award at the 2018 WealthManagement.com Industry Awards
Ceremony. This award recognizes a new initiative, program or an
enhancement to an existing platform that improves advisor
understanding, usage and portfolio management of ETFs.
WisdomTree’s DPD, which launched in October
2017, is an enhanced portfolio construction tool for advisors.
Available to financial professionals on the WisdomTree website, the
DPD serves as a resource for an advisor to analyze the existing
holdings of a portfolio, help identify opportunities to potentially
improve outcomes and stress test portfolios against a variety of
market scenarios. After a successful launch in the U.S., the DPD
was made available to Canadian financial professionals in early
2018 and will be made available in several European markets in the
coming months.
“We are honored to have the Digital Portfolio
Developer recognized at the WealthManagement.com Industry Awards.
The DPD tool is a truly unique portfolio construction resource for
advisors,” said David Yates, WisdomTree Chief Information Officer.
“WisdomTree will continue to focus on developing innovative
educational resources that can help advisors power their business
and empower themselves.”
The WealthManagement.com Industry Awards
recognizes companies and organizations that support financial
advisor success. By recognizing outstanding achievement in the
industry, the awards will continue to inspire innovation and
leadership among industry participants, creating an environment
that will enable the industry to better support advisors in their
roles as leaders to their clients and communities. The 4th annual
2018 Industry Awards were presented at an evening ceremony and
dinner on September 13, 2018 at The Ziegfeld Ballroom in New York
City.
More information on WisdomTree’s Digital
Portfolio Developer and Advisor Solutions program can be found
here: wisdomtree.com/advisor-solutions.
Source: 2018 WealthManagement.com Industry
Awards
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 $58.3 billion in
assets under management globally.
WisdomTree® is the marketing name for WisdomTree
Investments, Inc. and its subsidiaries worldwide.
Contact Information: Media
RelationsWisdomTree Investments, Inc. Jessica Zaloom / Kylie
Scott+1.917.267.3735 / +1.917.267.3860jzaloom@wisdomtree.com /
kscott@wisdomtree.com
Investor RelationsWisdomTree Investments, Inc.
Jason Weyeneth, CFA+1.917.267.3858jweyeneth@wisdomtree.com
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