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WISDOMTREE ASSET MANAGEMENT, INC.

NEW YORK, NY · CRD 139684 · IAPD ↗ · 212 801 2080

$88.38BRegulatory AUM
28Advisory reps
175Employees
1Clients
n/aPlanning clients
0Private funds
0States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

66
April 2026 — WISDOMTREE ASSET MANAGEMENT, INC. grew from 22 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — WISDOMTREE ASSET MANAGEMENT, INC.'s Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.