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WISDOMTREE DIGITAL MANAGEMENT, INC.

NEW YORK, NY · CRD 322139 · IAPD ↗ · wisdomtree.com · 212-801-2080

$766.0MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — WISDOMTREE DIGITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($129.0M -> $766.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2025 — WISDOMTREE DIGITAL MANAGEMENT, INC. reported RAUM up 581% ($18.9M -> $129.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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