January 21, 2018 6:25 AM ET

Capital Markets

Company Overview of WisdomTree Asset Management, Inc.

Company Overview

WisdomTree Asset Management, Inc. is a privately owned investment manager. The firm primarily provides its services to investment companies. It manages equity and fixed income exchange traded funds. The firm invests in the public equity, fixed income, currency, and alternative investment markets across the globe. It is based in New York City. WisdomTree Asset Management, Inc. operates as a subsidiary of WisdomTree Investments, Inc.

380 Madison Avenue

21st Floor

New York, NY 10017-2509

United States

Phone:

212-801-2080

Fax:

212-697-1848

Key Executives for WisdomTree Asset Management, Inc.

Chief Executive Officer, President, and Director
Age: 53
Chief Financial Officer and Executive Vice President of Finance
Age: 48
Director of Institutional Sales
Chief Investment Strategist and Director of Sales
Age: 52
General Counsel
Age: 45
Compensation as of Fiscal Year 2017.

WisdomTree Asset Management, Inc. Key Developments

WisdomTree Asset Management Canada, Inc. and WisdomTree Asset Management, Inc. Enter into Series of Agreements with Questrade Wealth Management Inc. and Questrade, Inc

WisdomTree Investments, Inc. announced that two of its wholly-owned subsidiaries, WisdomTree Asset Management Canada, Inc. (‘WisdomTree Canada’), and WisdomTree Asset Management, Inc. (‘WTAM’), have entered into a series of agreements with both Questrade Wealth Management Inc. (‘QWM’) and its sister company, Questrade, Inc. (‘Questrade’). WisdomTree Canada will become a premier provider of ETF’s available for purchase on a commission-free basis on Questrade's self-directed platform. This will include all of the WisdomTree Canadian ETFs. In addition, both companies will work together to develop and deploy a variety of ETF-focused educational initiatives and resources for Questrade clients, including webinars, newsletters and reports on investing topics. WTAM will become a consultant for Questrade's Portfolio IQ, a professionally and actively managed low-cost online investment service. WisdomTree Canada has agreed to acquire the right to manage QWM's eight ETF’s with approximately CAD 89 million in assets under management, subject to obtaining unit holder and regulatory approvals.

WisdomTree Asset Management, Inc. Presents at 11th annual FX Invest North America, Apr-25-2017 03:00 PM

WisdomTree Asset Management, Inc. Presents at 11th annual FX Invest North America, Apr-25-2017 03:00 PM. Venue: Omni Parker House Boston, 60 School St, Boston, United States. Speakers: Rick Harper, Head of Fixed Income and Currency.

Kurt MacAlpine to Serve as Executive Vice President-Head of Global Distribution of WisdomTree Asset Management, Inc

On January 26, 2017, WisdomTree Asset Management, Inc. entered into an employment agreement with Kurt MacAlpine to serve as Executive Vice President-Head of Global Distribution for an indefinite term, and on an at will basis.

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Recent Private Companies Transactions

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Target
No transactions available in the past 12 months.
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