NEW YORK, Sept. 18, 2014 (GLOBE NEWSWIRE) -- WisdomTree (Nasdaq:WETF), an exchange-traded product ("ETP") sponsor and asset manager, announced today it is joining Schwab ETF OneSource™, which offers investors and advisors the most commission-free exchange-traded funds ("ETFs") in the industry.i Beginning today, Schwab clients can buy and sell six WisdomTree ETFs with $0 online trade commissions and no early redemption fees or hidden costs.
The Funds are as follows:
|
|
|
Ticker |
Fund Name |
Expense Ratio |
|
DGRW |
WisdomTree U.S. Dividend Growth Fund |
0.28% |
|
DGRS |
WisdomTree U.S. SmallCap Dividend Growth Fund |
0.38% |
|
DGRE |
WisdomTree Emerging Markets Dividend Growth Fund |
0.63% |
|
IHDG |
WisdomTree International Hedged Dividend Growth Fund |
0.58% |
|
DRW |
WisdomTree Global ex-U.S. Real Estate Fund |
0.58% |
|
WDTI |
WisdomTree Managed Futures Strategy Fund |
0.95% |
|
|
|
|
"We are pleased to make WisdomTree ETFs available on Schwab ETF OneSource and we are excited to be a part of the program's significant expansion," said David Abner, Head of Capital Markets, WisdomTree.
Heather Fischer, Vice President of ETF Platform Management at Charles Schwab, stated, "WisdomTree is a welcome addition to Schwab ETF OneSource. Their innovative approach to ETFs has made them the industry's fifth largest ETF provider in the U.S., and we are pleased that clients now have access to WisdomTree ETFs as part of our extensive commission-free ETF offering."1
A complete list of Schwab ETF OneSource ETFs is available here.
(This link is provided for informational purposes only. WisdomTree and ALPS Distributors, Inc. are not responsible for the content of these pages.)
1 As of August 31, 2014.
About Schwab ETF OneSource
Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. Commission-free online trading is available to individual investors at Schwab, to the nearly 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 the ETF Education Exchange®; and live events at local Schwab branches.
About Charles Schwab
The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 325 offices and 9.3 million active brokerage accounts, 1.4 million corporate retirement plan participants, 956,000 banking accounts, and $2.38 trillion in client assets as of July 31, 2014. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com.
Follow Schwab on Twitter, Facebook, YouTube, LinkedIn and the Schwab Talk blog.
About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S. and the U.K. (collectively, "WisdomTree"), is an exchange-traded product ("ETP") sponsor and asset manager headquartered in New York. WisdomTree offers ETPs covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $36.1 billion in assets under management globally. 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 wholly owned subsidiary, WisdomTree Asset Management, Inc., a registered investment adviser and investment adviser to the WisdomTree Trust and each of its series. The WisdomTree Trust is a registered open-end management investment company.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, call 866-909-9473 or visit wisdomtree.com. Read the prospectus carefully before investing.
There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing their investments on certain sectors and/or smaller companies increase their vulnerability to any single economic or regulatory development. This may result in greater share price volatility. Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than developed markets and are subject to additional risks, such as of adverse governmental regulation, intervention and political developments. Dividends are not guaranteed and a company currently paying dividends may cease paying dividends at any time. Investments in currency involve additional special risks, such as credit risk and interest rate fluctuations. Derivative investments can be volatile and these investments may be less liquid than other securities, and more sensitive to the effect of varied economic conditions. Investments in real estate involve additional special risks, such as credit risk, interest rate fluctuations and the effect of varied economic conditions. Due to the investment strategy of certain Funds they may make higher capital gain distributions than other ETFs. Please read each Fund's prospectus for specific details regarding each Fund's risk profile.
Charles Schwab is not affiliated with ALPS Distributors, Inc.
WisdomTree Funds are distributed by ALPS Distributors, Inc.
David Abner is a registered representative of ALPS Distributors, Inc.
WIS006883 (9/2015)
i 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.
CONTACT: WisdomTree Investments, Inc.
Stuart Bell / Jessica Zaloom
+1.917.267.3702 / +1.917.267.3735
sbell@wisdomtree.com / jzaloom@wisdomtree.com
