0001214659-24-006454.txt : 20240410 0001214659-24-006454.hdr.sgml : 20240410 20240409185010 ACCESSION NUMBER: 0001214659-24-006454 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240409 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WisdomTree Trust CENTRAL INDEX KEY: 0001350487 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-132380 FILM NUMBER: 24833846 BUSINESS ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 BUSINESS PHONE: 212.801.2080 MAIL ADDRESS: STREET 1: 250 WEST 34TH STREET STREET 2: 3RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10119 0001350487 S000012379 WisdomTree U.S. Total Dividend Fund C000033617 WisdomTree U.S. Total Dividend Fund DTD 0001350487 S000012380 WisdomTree Japan Hedged Equity Fund C000033618 WisdomTree Japan Hedged Equity Fund DXJ 0001350487 S000012381 WisdomTree Global ex-U.S. Quality Dividend Growth Fund C000033619 WisdomTree Global ex-U.S. Quality Dividend Growth Fund DNL 0001350487 S000012382 WisdomTree Japan SmallCap Dividend Fund C000033620 WisdomTree Japan SmallCap Dividend Fund DFJ 0001350487 S000012384 WisdomTree International LargeCap Dividend Fund C000033622 WisdomTree International LargeCap Dividend Fund DOL 0001350487 S000012385 WisdomTree International MidCap Dividend Fund C000033623 WisdomTree International MidCap Dividend Fund DIM 0001350487 S000012386 WisdomTree International SmallCap Dividend Fund C000033624 WisdomTree International SmallCap Dividend Fund DLS 0001350487 S000012387 WisdomTree U.S. AI Enhanced Value Fund C000033625 WisdomTree U.S. AI Enhanced Value Fund AIVL 0001350487 S000012388 WisdomTree International Equity Fund C000033626 WisdomTree International Equity Fund DWM 0001350487 S000012389 WisdomTree International AI Enhanced Value Fund C000033627 WisdomTree International AI Enhanced Value Fund AIVI 0001350487 S000012390 WisdomTree U.S. High Dividend Fund C000033628 WisdomTree U.S. High Dividend Fund DHS 0001350487 S000012392 WisdomTree U.S. LargeCap Dividend Fund C000033630 WisdomTree U.S. LargeCap Dividend Fund DLN 0001350487 S000012393 WisdomTree U.S. MidCap Dividend Fund C000033631 WisdomTree U.S. MidCap Dividend Fund DON 0001350487 S000012394 WisdomTree U.S. SmallCap Dividend Fund C000033632 WisdomTree U.S. SmallCap Dividend Fund DES 0001350487 S000012395 WisdomTree International High Dividend Fund C000033633 WisdomTree International High Dividend Fund DTH 0001350487 S000012397 WisdomTree Global High Dividend Fund C000033635 WisdomTree Global High Dividend Fund DEW 0001350487 S000012398 WisdomTree Europe SmallCap Dividend Fund C000033636 WisdomTree Europe SmallCap Dividend Fund DFE 0001350487 S000015479 WisdomTree U.S. Value Fund C000042125 WisdomTree U.S. Value Fund WTV 0001350487 S000015483 WisdomTree Emerging Markets High Dividend Fund C000042129 WisdomTree Emerging Markets High Dividend Fund DEM 0001350487 S000015502 WisdomTree New Economy Real Estate Fund C000042148 WisdomTree New Economy Real Estate Fund WTRE 0001350487 S000015505 WisdomTree U.S. LargeCap Fund C000042151 WisdomTree U.S. LargeCap Fund EPS 0001350487 S000015506 WisdomTree U.S. MidCap Fund C000042152 WisdomTree U.S. MidCap Fund EZM 0001350487 S000015507 WisdomTree U.S. SmallCap Fund C000042153 WisdomTree U.S. SmallCap Fund EES 0001350487 S000019332 WisdomTree Emerging Markets SmallCap Dividend Fund C000053725 WisdomTree Emerging Markets SmallCap Dividend Fund DGS 0001350487 S000020636 WisdomTree India Earnings Fund C000057625 WisdomTree India Earnings Fund EPI 0001350487 S000023597 WisdomTree Europe Hedged Equity Fund C000069425 WisdomTree Europe Hedged Equity Fund HEDJ 0001350487 S000036809 WisdomTree China ex-State-Owned Enterprises Fund C000112567 WisdomTree China ex-State-Owned Enterprises Fund CXSE 0001350487 S000040816 WisdomTree U.S. Quality Dividend Growth Fund C000126584 WisdomTree U.S. Quality Dividend Growth Fund DGRW 0001350487 S000040817 WisdomTree U.S. SmallCap Quality Dividend Growth Fund C000126585 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0001350487 S000041190 WisdomTree Japan Hedged SmallCap Equity Fund C000127778 WisdomTree Japan Hedged SmallCap Equity Fund DXJS 0001350487 S000041433 WisdomTree Emerging Markets Quality Dividend Growth Fund C000128625 WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE 0001350487 S000043768 WisdomTree International Hedged Quality Dividend Growth Fund C000135785 WisdomTree International Hedged Quality Dividend Growth Fund IHDG 0001350487 S000045345 WisdomTree Europe Quality Dividend Growth Fund C000141114 WisdomTree Europe Quality Dividend Growth Fund EUDG 0001350487 S000046464 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund C000145138 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE 0001350487 S000048091 WisdomTree Europe Hedged SmallCap Equity Fund C000151994 WisdomTree Europe Hedged SmallCap Equity Fund EUSC 0001350487 S000052973 WisdomTree International Quality Dividend Growth Fund C000166521 WisdomTree International Quality Dividend Growth Fund IQDG 0001350487 S000058010 WisdomTree U.S. Multifactor Fund C000189527 WisdomTree U.S. Multifactor Fund USMF 0001350487 S000062304 WisdomTree Emerging Markets Multifactor Fund C000202064 WisdomTree Emerging Markets Multifactor Fund EMMF 0001350487 S000062306 WisdomTree International Multifactor Fund C000202067 WisdomTree International Multifactor Fund DWMF 0001350487 S000079066 WisdomTree U.S. Quality Growth Fund C000239901 WisdomTree U.S. Quality Growth Fund QGRW 497 1 r48240497.htm WISDOMTREE 3-31 FUNDS

 

WisdomTree Trust

 

WisdomTree U.S. Equity ETFs

WisdomTree International Equity ETFs

 

Supplement dated April 9, 2024 to the currently effective

Statement of Additional Information dated August 1, 2023, as revised March 15, 2024 (the “SAI”)

 

The following information supplements and should be read in conjunction with the SAI listed above.

 

 

 

Effective April 5, 2024, the Board of Trustees (the “Board”) of WisdomTree Trust (the “Trust”) appointed Robert E. Plaze as an Independent Trustee. The Board also appointed Mr. Plaze as a member of the Governance, Nominating and Compliance Committee and the Contracts Review Committee at that time. Accordingly, effective immediately, the disclosure in the SAI pertaining to the Board, its Committees, and its Trustees is hereby revised as described below.

 

·Under the heading “MANAGEMENT OF THE TRUST – Members of the Board and Officers of the Trust,” the information below pertaining to Mr. Plaze is hereby added to the table identifying the Trustees and Officers of the Trust.

 

 

 

Name and Year of
Birth of
Trustee/Officer

 Position(s) Held
with the Trust,
Term of Office
and Length of
Time Served

 

 

 

Principal Occupation(s)
During Past 5 Years

 Number of
Portfolios in
Fund Complex
Overseen by
Trustee/Officer+

 

 

Other
Directorships
Held by Trustee

Trustees Who Are Not Interested Persons of the Trust

Robert E. Plaze*

(1956)

 Trustee, 2024-present Attorney, Partner at Proskauer Rose LLP from 2017 to 2024; Attorney, Partner at Stroock & Stroock & Lavan LLP from 2013 to 2017; U.S. Securities and Exchange Commission, Division of Investment Management from 1983 to 2012 (Deputy Director from 2010 to 2012; Associate Director from 1996 to 2010; Assistant Director from 1988 to 1996; Special Counsel from 1987 to 1988; Staff Attorney from 1983 to 1987). 80 None.

 

*Appointed to the Board on April 5, 2024.
+As of the date of the SAI.

 

·Under the heading “MANAGEMENT OF THE TRUST – Governance, Nominating and Compliance Committee,” Mr. Plaze is hereby identified as a member of the Governance, Nominating and Compliance Committee in the first sentence.

 

·Under the heading “MANAGEMENT OF THE TRUST – Contracts Review Committee,” Mr. Plaze is hereby identified as a member of the Contracts Review Committee in the first sentence.

 

·Under the heading “MANAGEMENT OF THE TRUST – Individual Trustee Qualifications,” the paragraph below is hereby added as the third paragraph of the section.

 

   
 

 

The Board has concluded that Mr. Plaze is qualified to serve as a Trustee of the Funds because of the experience he has gained as a member of the staff of the SEC, including his service as Deputy Director of the SEC’s Division of Investment Management, his experience as legal counsel for many mutual funds, ETFs, investment advisers, and independent directors, as well as his familiarity with the Funds having formerly served as counsel to the Independent Trustees of the Trust.

 

·Under the heading “MANAGEMENT OF THE TRUST – Fund Shares Owned by Board Members,” the information below pertaining to Mr. Plaze is hereby added to the table disclosing the Trustees’ ownership interests in the WisdomTree Funds.

 

 

 

 

 

 

 

Name of Trustee

 

 

 

 

 

 

Name of Fund(s)

 

 

 

 

Dollar Range of
Equity Securities in
the Funds*

 Aggregate Dollar Range
of Equity Securities in
All Registered
Investment Companies
Overseen by Trustee in
Family of Investment
Companies*
Robert E. Plaze

U.S. MidCap Fund

U.S. LargeCap Dividend Fund

International SmallCap Dividend Fund

Over $100,000

Over $100,000

$10,001 - $50,000

 Over $100,000

 

*Information provided as of December 31, 2023.

 

In the future, the SAI will also disclose the compensation paid to Mr. Plaze by the Trust for the previous fiscal year. Mr. Plaze was appointed to the Board on April 5, 2024 and, therefore, did not receive compensation from the Trust for the fiscal year ended March 31, 2024.

 

 

 

PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE

 

WIS-SP-0331-0424

 

 

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