WisdomTree Expands Offering on Schwab ETF OneSource™
July 10 2018 - 3:55PM
WisdomTree (NASDAQ:WETF), an exchange-traded fund (“ETF”) and
exchange-traded product (“ETP”) sponsor and asset manager, today
announced the addition of the WisdomTree Yield Enhanced U.S.
Short-Term Aggregate Bond Fund (SHAG) and the WisdomTree Floating
Rate Treasury Fund (USFR) to Schwab ETF OneSource™, one of the
largest commission-free ETF programs in the industry.1 With
this addition, Schwab clients can buy and sell 21 WisdomTree ETFs,
and purchases are subject to $0 online trade commissions and no
early redemption fees or hidden costs.*
*An account or service fee is free where costs do exist.
New ETFs are as follows:
Ticker |
Fund Name |
Net Expense Ratio |
SHAG |
WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund |
0.12%* |
USFR |
WisdomTree Floating Rate Treasury Fund |
0.15% |
Existing ETFs are as follows:
Ticker |
Fund Name |
Net Expense Ratio |
AGZD |
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund |
0.23% |
HYZD |
WisdomTree Interest Rate Hedged High Yield Bond Fund |
0.43% |
USDU |
WisdomTree Bloomberg U.S. Dollar Bullish Fund |
0.50% |
DNL |
WisdomTree Global ex-U.S. Quality Dividend Growth Fund |
0.58% |
DGRW |
WisdomTree U.S. Quality Dividend Growth Fund |
0.28% |
DGRS |
WisdomTree U.S. SmallCap Quality Dividend Growth Fund |
0.38% |
DGRE |
WisdomTree Emerging Markets Quality Dividend Growth Fund |
0.32%* |
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund |
0.58% |
WTMF |
WisdomTree Managed Futures Strategy Fund |
0.65%* |
EUSC |
WisdomTree Europe Hedged SmallCap Equity Fund |
0.58% |
DXGE |
WisdomTree Germany Hedged Equity Fund |
0.48% |
JHDG |
WisdomTree Japan Hedged Quality Dividend Growth Fund |
0.43%* |
DXJS |
WisdomTree Japan Hedged SmallCap Equity Fund |
0.58% |
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund |
0.12%* |
DDWM |
WisdomTree Dynamic Currency Hedged International Equity Fund |
0.35%* |
DYLS |
WisdomTree Dynamic Long/Short U.S. Equity Fund |
0.48%* |
PUTW |
WisdomTree CBOE S&P 500 PutWrite Strategy Fund |
0.38%* |
GCC |
WisdomTree Continuous Commodity Index Fund |
0.75%* |
XSOE |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund |
0.32%* |
*Net expense ratio reflects a contractual waiver. Please visit
individual Fund pages on www.wisdomtree.com for additional
details.
“We are thrilled that both SHAG and USFR are being added to the
Schwab ETF OneSource platform,” said Kevin Flanagan, WisdomTree
Senior Fixed Income Strategist. “Given the Fed’s guidance and
market outlook for additional rate increases in 2018 and beyond,
both SHAG and USFR have the potential to protect investors in a
rising rate environment.”
SHAG and USFR have been added to the platform, effective July 3,
2018. 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 OneSourceSchwab ETF OneSource
offers investors and advisors access to 200+ 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, Japan 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 $60.3
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.
WTPR-20180705-0023
Contact Information: WisdomTree Investments,
Inc. Jessica Zaloom / Kylie Scott+1.917.267.3735 /
+1.917.267.3860jzaloom@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 (not including Schwab ETFs). 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.
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