NEW YORK, July 10, 2018 (GLOBE NEWSWIRE) -- 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 OneSource
Schwab 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.
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.
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.